Using the Account Summary page

The Account Summary page (Manage > Account Summary) allows you to view and manage your accounts, assets, and liabilities within PocketSmith.
Here, you can reorder your accounts, import bank files, view and edit the settings on your accounts, or use the date picker to view a snapshot of your accounts on a specific date.

In this user guide

Overview of the Account Summary page

The Account Summary lists all of your accounts, as well as assets and liabilities. We've highlighted the key areas of the Account Summary below:

Accounts are displayed with the account name, current balance, as well as a snapshot of recent account activity. We've also highlighted additional points of information that display per account on the Account Summary page, below:


The banks listed within the Account Summary sidebar are a way to help you effectively organize your accounts. 

Use the sidebar to view the accounts held with a specific bank, or to view just your assets and liabilities.

They are not an indication of whether a bank feed connection has been added to your PocketSmith account or an indication that there are accounts listed for that bank in PocketSmith. 

Deleting a bank from the Account Summary sidebar will permanently delete all of the accounts (including their transactions and budgets). However, deleting a bank from the sidebar will not delete the bank feed connection from your PocketSmith account.

If you'd like to delete a bank from the Account Summary sidebar, please check out the following Learn Center article: Delete a bank from the Account Summary sidebar

If you'd prefer, here are some alternatives to removing a bank from the sidebar:


Adding a new account from the Account Summary page

Use the toolbar to add a new bank feed account or a new offline account from a bank file.

For more on adding a new linked account and importing bank files to an offline account, please see:

You may also wish to add accounts that don't use bank feeds or bank files, such as cash accounts, or scenario-only accounts.


Edit account preferences

You can edit or view the preferences for an account such as its name, account type, and currency, from the Account Summary - just click  MANAGE ACCOUNT, and follow these steps: Edit the details of your accounts


Change the display order of your accounts

As indicated above, you're able to change the display order of your accounts using the drag handles in the top left corner of each account. Simply drag and drop the accounts into your preferred order.


The Income and Expense summary

To the right of the graph, you'll see an income expense summary. This summary shows the income and expense totals, and the sum total for the account for the month so far. 

The circular chart reflects the percentage of income vs expenses. In the above example, income for the month so far is 35% higher than expenditure.


Balance and forecast graph

The line graph shows the account's recent balance history, as well as the forecast balance for the remainder of the month being viewed. 
Hover over a point in the graph to see the actual balance (for past dates), or the forecast balance (for future dates) for that day.

  • Green in your graph reflects a positive actual balance
  • Red in your graph reflects a negative actual balance
  • Blue in your graph represents a positive forecast balance
  • Brown in your graph represents a negative forecast balance

Change the month displayed on the Account Summary page

If you'd like to view a snapshot of your accounts on a different date, you can change the month that is being displayed from the toolbar. Just select the year and month you'd like to see from the date selector, or use the arrows to jump back or forward.


An account is displayed under the wrong bank on the Account Summary

If you accidentally added an account to the wrong bank initially, you can easily change the bank that an account is listed under on the Account Summary.

Steps to change the bank for an account

1
Head to the Account Summary ( Manage > Account Summary)
2
Navigate to bank account that you would like to edit
3
Select MANAGE ACCOUNT
4
Click on Account preferences 
5
Select the correct bank from the drop-down under ' Bank/Financial Institution', then click SAVE

Note

If you haven't yet added the bank you would like the account to be associated with, you'll need to do this first.

Read on to find out how ⬇️ 


Adding a new bank on the Account Summary (without creating any new accounts)

If you need to add a new bank on the Account Summary, but you don't need to create any accounts along with it, follow the below steps:

1
Click New bank in the left sidebar

2
Enter the bank name, and select the appropriate currency for the bank
3
Click SAVE.

The modal will close and your Account Summary will reload complete with your new bank added!

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