Welcome to our video library!

Here you'll find all of our Learn Center videos in one place 📺 Check out our videos to:

  • take a tour of PocketSmith's features and reports
  • add categories and categorize your transactions 
  • learn how to create a budget
  • discover how to use the budget page to analyze your earning and spending

Our video library is just getting started and we'll be adding more and more videos over time 🎬 🎉

All Learn Center videos

A quick tour of PocketSmith
Adding a bank feed and establishing your accounts
Adding new categories from the categories page
Categorizing your transactions on the Categorize items page
Categorizing your transactions on the Transactions page
Creating a budget on the Budget page
Using the Budget page
My Reports
Adding attachments to transactions

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