Managing your settings
Adjust settings within your PocketSmith so your account is organized in a way that suits you! Configure your email notifications, join Beta, change your subscription plan, set options for your transactions and much more.
In this article
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!
Managing your settings articles
- Your PocketSmith subscription plan
- Changing or resetting your password
- PocketSmith email options
- Changing the email, display name or timezone for your PocketSmith account
- Shared access on your PocketSmith account
- Options for resetting your PocketSmith account
- Deleting your PocketSmith account
- Change the display order of your accounts
- Options for hiding or restoring categories
- Viewing the forecast calendar in an external application or website
- Reviewing imported transactions
- Exporting all transactions
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