Your profile menu
Your profile menu is the place to go to make changes to your PocketSmith settings and preferences.
In this article
The profile menu
Head to the navigation menu in the top-right to check out or make changes to your account settings, preferences, or subscription.
It shows the details of your current PocketSmith subscription and access to different settings and details about your PocketSmith account.
User preferences
You can use this section to make various changes to your account details and options. As shown in these guides:
- Changing the display name or timezone for your PocketSmith account
- Restoring a hidden category
- Changing the transaction confirming option
- PocketSmith email options
- Scheduling Reminders in PocketSmith
- Exporting your transactions
- Viewing the forecast calendar in an external application or website
- Becoming a beta tester in PocketSmith
- How to configure Safe balance
- Deleting saved CSV formats
- Options for resetting your PocketSmith account
Security & Integrations
Here you can access and edit your security and integration settings for your PocketSmith account. As shown in these guides:
- Changing or resetting your password
- Change the email address on your PocketSmith account
- Two-factor authentication (2FA) on your PocketSmith account
- Setting up Attachment Inbox
Manage access
This is where you can setup and manage your Advisor Access settings.
For more information on this, see the guide: Shared access on your PocketSmith account.
Subscription & upgrade/billing
This section will either show you Subscription & upgrade (if you are on a Free plan) or Subscription & billing (if you are on a paid plan).
Here you can access the details about your PocketSmith subscription, as shown in these guides: