Linking feed accounts to brand new accounts

Once you've added a feed in PocketSmith, your accounts will be available in the feed. We call these "feed accounts", and they need to be linked to accounts within PocketSmith for you to start tracking your transactions and balances.
You can either link these feed accounts to existing accounts you've already created in PocketSmith, or create new accounts during the linking process.
Creating and linking accounts simultaneously is straightforward, and you might be able to complete this task by following your nose. If you'd prefer a step-by-step guide, the guide below is just for you!

Already have accounts imported into PocketSmith?

If you already have existing accounts in PocketSmith belonging to the bank you're connecting a feed for, we recommend following this guide: Linking feed accounts to existing accounts.


Steps to link your accounts to brand new accounts

  1. From the Feeds page (Manage > Feeds),
  2. Find the feed in the sidbar
  3. Click LINK ACCOUNTS
  4. If you want to create new accounts in PocketSmith for all unlinked feed accounts, then leave all dropdowns at their default "Link to a new account"

    If you'd prefer to ignore some feed accounts for now, you can use the dropdown to select Don't link feed (ignore account). This will mean that the feed account isn't created in PocketSmith right away, but is available for you to do so in the future.

  5. Click SUBMIT

Nice one! You've linked your accounts in PocketSmith! Head to the Transactions page to view the transactions that were imported.

Still need help? Contact Us Contact Us

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