Hiding account balances

If you would like to track an account within your PocketSmith but hide its balance from specific areas, such as the Dashboard, Net Worth report, or Calendar, you can learn how to do this here 🧹✨

Hiding specific accounts on the Dashboard

On the custom Dashboard, you can configure your widgets to include only specific accounts and thereby exclude any accounts you do not want included.

We've got more details here: Configuring individual widget settings.

Hide an account from the Net Worth report

If you want to hide account balances from the Net Worth report (Reports > Net Worth), you can learn how to do this here: Hiding an account from the Net Worth report.

Viewing specific accounts on the Calendar

You can use the sidebar on the Calendar page to select the accounts you want to include on the Calendar and Forecast graph.

For more on this, see: Calendar options.

Handling closed accounts in PocketSmith

If you have several closed accounts that you would like to hide, you may like to consider creating an archive group and moving it to the bottom of your account list.