Managing savings in PocketSmith: Overview

There are a number of different approaches when it comes to managing your savings in PocketSmith.

The high level of customisation available to users in PocketSmith allows for the flexibility to create budgets and systems that work for you and your unique financial journey 🙌

Some common approaches to managing savings in PocketSmith

Below, we have some guides for common approaches to tracking savings in PocketSmith that may be useful as a starting place in setting up your own account:

Managing savings: Within only one account

Managing savings: A single separate bills bank account

Managing savings: Multiple separate bills bank accounts

We are here to help

If you have questions or an approach that isn’t quite covered by these guides, please do reach out to our support team to see how we might be able to help.

You can contact the PocketSmith support team by emailing [email protected], or from within PocketSmith itself: