Adding a new account type to a bank feed (bank, credit cards, loans)

When setting up a particular bank feed, you can choose to connect different account types (bank, credit cards, loan etc). You can also add a new account type to an existing bank feed in PocketSmith.

In this user guide

Choosing account types for a new bank feed

While adding a bank feed as shown in the user guide: Adding a bank feed and connecting your accounts, you will be presented with the different account types that are available with that particular feed under the Accounts held section.

What is a bank feed account type?

Bank feed types represent the variety of accounts you may have at your bank. For example Bank (savings or checking), Loans (mortgages or personal loan), or Credit Cards. Different banks will vary in how they separate your accounts into different types.


Add a new account type to an existing bank feed

You might want to add another account type to one of your existing bank feeds. This could be because:

  • One of your account types was deleted
  • You have a new account and account type at your bank that you would like to add to PocketSmith
  • You did not add all of your account types when you first set up PocketSmith

To add a new account type:

1
Go to the Account Summary page
2

In the purple toolbar, click Add new bank feed

3

From the list at the bottom of the window that appears, choose the bank feed you want to add a new account type to

4

Enter a Nickname to help you identify these new credentials in the future

5

Enter your credentials and select the account types you want to add from Accounts held

6
Click Add New Online Banking ID
7
PocketSmith will need to perform a sync at this stage. Following this, your accounts will be displayed and you can select which ones to add under Ready to connect

Delete an account type from a bank feed

If you would like to remove an account type from PocketSmith, check out the following user guide: Delete an account type (bank, credit card, loan) from a bank feed

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