Dashboards: Number uncategorized widget

Use the Number Uncategorized widget to easily keep an eye on any new transactions that need to be categorized ✅

In this article

The Number uncategorized widget
Configuring the Number uncategorized widget

This widget shows the number of uncategorized transactions in your PocketSmith.

You can edit this widget's settings to limit it to selected accounts or account types.

Configure the widget so that when you click on the number waiting to be categorised, you are taken to the Categorise Items page or Transactions page as per your preference!

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Last updated on July 1, 2025