Grouped accounts: Caveats and tips

Though it isn't recommended, if you do decide you would like to group actively used accounts despite our advice, then we have some caveats and tips to help, which you can find below 🙌

Dashboard tip

A great tip to bundle certain accounts together without needing to group them is to use the Accounts widget from the customizable Dashboard.

For more information on this, please see: Your accounts widget.

Viewing your grouped accounts around PocketSmith

For more information on viewing your grouped accounts and how these look around PocketSmith, please see: Grouping accounts: How grouped accounts look around your PocketSmith

Importing bank files into a grouped account

Bank files can be imported into an account within a group via the Account summary.

1. Head to the Account summary, and navigate to the group that the account is within.

2. Click  MANAGE GROUP, then select the account you would like to import the bank file into under 'Accounts in this group'

   
   

   

3. Select  Import bank file under 'Transactions'

   
   

   

4. Drag and drop, or choose the file you'd like to import

   
   

   

5. If you're importing a CSV file, choose or create a CSV
6. Select the appropriate import option and then click  Import my transactions > click OK

Adding manual transactions to a grouped account

You can add manual transactions to an account within a group via the Transactions page.

For all the details, please see: Adding manual transactions to a grouped account.

Editing the forecast balances for accounts that are grouped

You can read more about the steps to manually reset the forecast balance for accounts that have been grouped here: Manually reset the Forecast Balances for accounts that are grouped.