Managing your settings

Adjust settings within PocketSmith account that suit you. Set up email notifications, join Beta, set options for your transactions and much more.

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Manage your settings overview

Take a look at the Settings tab from the PocketSmith menu. Here you can manage your subscription, change your password, enable 2FA, connect to Xero and a whole lot more.

Be sure to have a good browse of your User preferences, disable features and enable others.  Choose settings that suit you most, such as how PocketSmith reviews your transactions. Exclude certain categories from reporting, set up email notifications, become a beta tester, see account reset options and much more. 

Edit rules, filters and saved searches that have been created to ensure they're working correctly. 

Managing your settings articles

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