PocketSmith iOS App

Our iOS app is designed as a companion app providing users with some of the key elements of PocketSmith - right there in your pocket! 
Because our mobile apps are not designed as a standalone interface, they won't include all the features found on our web and desktop applications. We are regularly releasing updates to the PocketSmith iOS app with improvements and new features. The iOS app can be download from the  App Store 📱

In this user guide

Dashboard tab

The Dashboard gives you an overview of your finances on the move. From your Dashboard, you can get information on your net worth, top accounts, categorization progress and a summary of your budget tracking at a glance! You can click on the different widgets to access more information about your finances.

Dashboard widgets

  • Current date
  • Net Worth
  • Spending breakdown
  • Uncategorized transactions
  • Top Accounts
  • Budget Summary
  • Transactions confirming

Turning widgets on or off

Tap  Edit from the Dashboard if you want to change or rearrange your widgets:


Transactions tab

Tap the Transactions tab to view your transactions. From here you can search transactions from the search bar or choose to view all transactions, uncategorized transactions, or only your income transactions, by selecting these options from the menu at the top of the screen.


Budgets tab

Tap the Budget widget from the Dashboard or head straight to the Budget tab, to quickly see an overview of both your budget summary and your individual budgets.

The top of the Budget tab screen shows a summary of your overall budget for the current calendar month. Scroll down to see how your individual budget categories are tracking for their respective current budget periods. If you use nested categories, you'll see the parent category in front of each of the sub categories. 

Select any of your individual budget categories to see all assigned transactions for that period:


Net worth

Tap the Net Worth widget from the Dashboard to see a break down of what you own and what you owe:


Categorize and edit your transactions

Categorize or edit your transactions straight from the mobile app! 

From the transactions tab, select any transaction to make changes, add notes and labels, or categorize.

Or, tap the Categorization widget from the Dashboard to see your uncategorized transactions.

Tap on a transaction, then tap Select a category to choose or create a category to be applied to it:

Tap Add labels to choose or create a label, or the Write a note...  field to add a note:


Tap the Transactions widget from the Dashboard to search your transactions! You can also access the search bar from the Transactions tab.  


Transaction confirming

Transaction confirming is an optional feature in PocketSmith, but if you like to confirm your transactions, you can quickly do this from the mobile app too! 

Tap the Transaction confirming widget from the Dashboard to see a list of your unconfirmed transactions. Tap OK to confirm each transaction, or tap on a specific transaction if you want to make changes to it before confirming.


Settings and security

You can add additional security to PocketSmith on mobile by adding a privacy pin from the settings tab. If this is turned on, you'll need to enter your 4-digit pin in order to open the app.

Once you've set up a pin this will also enable Touch ID to access the iOS app!


Cash transactions & cash accounts

If you frequently use cash to pay for things, you may have created a cash account on the PocketSmith web app to track these transactions (learn more here:  Dealing with cash transactions). You can also easily add cash transactions and set up new cash accounts straight from your mobile device!

Adding new cash transactions and creating cash accounts

1
In the iOS app, open the Transactions page 
2
Tap the Add cash transaction button in the top right corner

Note

If you don't already have a cash account, tap Add a cash account. From here you can give the new cash account a name and starting balance, then tap Create new account to save.

3
Add the details of your cash transaction in the fields provided:
  • Merchant Name
  • Account (you can create a new cash account, by selecting the Account field and choosing + New Cash Account)
  • Income or Expense & Amount
  • Date
  • Category
  • Notes
  • Labels
4
Tap  Save (or  Save + Another if you'd like to add more)

Alert

If you created a manual cash account on our web app before January 28, 2018, this will not be available from the Account options on the mobile app. You'll just need to change the account type (on the web app) so it is an official Cash account as outlined here: Edit the details of your account

Deleting cash transactions

1
In the iOS app, locate the transaction you'd like to delete, either from the Transactions page or from its respective account via the Home page

2
Tap the transaction

3
Tap  Delete 

Changing the balance of a cash account

If the balance for the cash account is incorrect, it isn't possible to change this within the mobile app. However, you can do this on the web app by updating the Calculated closing balance option. Learn more about changing this here: Balance options for an account


Release notes

2.3.0 (2018/11/01)

  • Introducing search! - You can now search for keywords in your transactions just like on the web. We've added a widget so you have quick access, or you can search directly when you view your transactions list.
  • Spending chart widget minor change - Last 7 and last 30 days filters have been updated to match the web. This used to display an additional day.
  • Minor bugfixes

2.2.0 (2018/10/03)

  • View transactions in a budget - you can now tap on a budget to view more details about it, including seeing all the transactions inside
  • Confirm transactions - the new unconfirmed transactions widget will allow you to confirm transactions on the go
  • Fixed - an issue with the Budget bars not adding up to their correct percentages
  • Fixed - assigning a category to a manual transaction will now add to the frequently used categories list
  • Fixed - an issue where if you tried to hide all widgets, the dashboard would be stuck in a loading state rather than displaying the empty view
  • Fixed - a bug where the dashboard wouldn't load for some users

2.1.1 (2018/08/20)

This update is mainly focussed around bug fixes and stability improvements, but some of the most notable changes include:
  • New date ranges for the spending breakdown widget (last 7 days, last 30 days, last week, and last month)
  • When entering the category selection screen, you can immediately start searching for a category using the keyboard
  • Allow commas to be entered for regions that use it as the decimal place separator
  • Fixed an issue where the app would ask to create a new cash account even though one already exists
  • A minor change to how some budgets are calculated to match the web

2.1.0 (2018/07/15)

Introducing a new spending breakdown widget to help you visualize where your money is going.

2.0.1 (2018/06/14)

  • Minor bugfixes

2.0.0 (2018/06/02)

Introducing the PocketSmith mobile app 2.0, that includes a brand new customizable dashboard! We've included widgets so you can:

  • Quickly glance at your net worth and view your assets and liabilities by percentages on a chart
  • View your current budget status to see if you're under or over your totals
  • Check out your top 5 accounts and see their amounts
  • See when you have some outstanding transactions to categorize

All of these widgets can be hidden or rearranged to your liking, so you have full control over what you see.

Alongside all these new dashboard features, we've fixed some bugs and made some other minor changes to the UI.

1.5.2 (2018/05/14)

  • Fixed a crash that occasionally happened when reopening the app after a period of time

1.5.1 (2018/04/19)

  • Changed the way amount entries work in general for better support with international currencies
  • Fixed an issue on the iPad where it could crash when entering the amount
  • Fixed a couple of issues around PIN entry and FaceID for iPhone X users
  • Fixed a minor bug where cash accounts set up on the web wouldn’t correctly be recognised as a cash account in the app
  • Fixed an issue where account limit message was incorrectly showing
  • Improved stability everywhere

1.5.0 (2018/03/30)

  • You can now create a cash account on your device and add cash transactions! 
  • Accounts are now displayed on the same order as the web for better consistency
  • Improved stability for devices running iOS 10 and below
  • Fixed a UI bug with the PIN entry on iPad + other minor UI issues
  • Fixed a bug on the budget summary where incorrect text sometimes appeared
  • Fixed a multi currency bug when viewing all your transactions
  • Updated the "Learn about the app" page to help you get the most out of PocketSmith mobile

1.3.4 (2018/02/07)

  • Fixes a two-factor authentication issue when using a Google account to sign in
  • Various minor UI changes
  • Completing set up for future push notification support

1.3.3 (2018/02/02)

  • Fixes a crash on devices running iOS 10 and below.

1.3.2 (2018/02/01)

  • Fixes a crash some users were experiencing

1.3.1 (2018/01/31)

  • Added a new screen to view all transactions in one place
  • General stability and bug fixes

1.3.0 (2017/12/19)

  • New budget summary
  • General stability and bug fixes

1.2.1 (2017/09/18)

  • Updated UI
  • General bug fixes

1.2.0 (2017/06/29)

  • You can now label your transactions
  • Improved stability and general fixes

1.1.1 (2017/05/24)

  • Fix for the budget summary showing an incorrect total budget remaining
  • Bug fix for Google sign-in
  • General stability improvements

1.1.0 (2017/05/17)

  • The app has a fresh coat of paint and now feels a touch lighter.
  • Categories can now be created when category search results are empty.
  • Editing items in the transaction listing will correctly update other screens.
  • Fixed a bug affecting the budgeting page for some people.
  • Improved text entry for smaller devices.

1.0.6 (2017/05/01)

  • You can now search for categories in the category selector
  • Frequently used categories are now displayed at the top of the category selector
  • The transaction listings have had a redesign
  • Additional stability and bug fixes

1.0.5 (2017/04/13)

  • Revamped edit screen
  • Better multi-currency support
  • Fixed a bug where the wrong currency symbol might be shown

1.0.3 (2017/03/02)

  • We found some more bugs to squash so we squashed them for you

1.0.2 (2017/02/22)

  • Better support for Touch ID (check the settings for a new toggle).
  • Some bug fixes around the pin code
  • A whole bunch of general stability fixes

1.0.1 (2016/11/29)

  • Performance and stability fixes

1.0.0 (2016/11/17)

  • First version

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