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
  • Your balances
  • Your bank feeds
  • Spending breakdown
  • Uncategorized transactions
  • Top Accounts
  • Budget Summary
  • Your favorite budgets
  • Transactions confirming
  • Attachment Inbox


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.


Calendar tab

Tap Calendar to view your budget events, edit existing budgets, or create new budgets. 

Viewing the calendar

The Calendar shows you, at a glance, when you have budget events scheduled. A green flag indicates an income budget, whereas a red flag indicates an expense budget. Grey flags indicate transfer budgets.

Tap on a date to view the budgets scheduled for that day.

Creating, editing, and deleting budgets

Tap the + icon in the top right to create a new budget, or, tap on an existing budget to edit or delete the budget. 

For more detail on creating, editing, and deleting budgets, please see: Creating, editing, or deleting budgets


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. If you're viewing a subcategory, you'll see the parent category greyed out above the category name:


Your favorite budgets

Your favorite budgets widget lets you view your favorite budgets at a glance.

Tapping the top of the widget will take you to the overall budget screen, while tapping a category row will take you to that category's budget.


Selecting your favorite budgets

To select the budgets that you'd like to display here, tap Edit in the top left of the app, then tap on the cog beside 'Favorite Budgets' in the widgets list.


Use the toggle beside a category to select it as a favorite budget.


Creating, editing, or deleting budgets

You're able to create new budgets, edit existing budgets, or delete budgets from the Calendar tab. Tap Calendar at the bottom of the screen to access the Calendar tab.

Creating a new budget

1
Tap the + icon in the top right of the Calendar to create a new budget. 
2
Fill in the budget details, including category, date, budget type, amount and frequency.

Tip

The start date will default to the date you are currently viewing in the calendar. To select a different date, tap the date field and use the date selector.

Transfer budgets

Please note that it is not yet possible to create a transfer budget via the mobile app, and you'll need to do this via the web app. For detail on how to do this see: Creating a transfer budget

3
Tap Save to save your new budget

Editing budgets

To edit a budget, locate the budget or the specific budget event on the calendar, then:

1
Tap on the budget to view the budget details
2
Edit the details as required, then tap Save
3
Choose how you'd like the budget changes to be applied:
This occurrence only:
Use this option if you want to edit just this one specific budget event within the repeating budget series, leaving others unchanged.

This and future occurrences:
Updates the selected budget event and all future events in the series. All budget events before the selected date remain unchanged.

All occurrences in this series
This will edit all budget events within the budget series from the start date onwards, apart from existing one-off exclusions from previous "this occurrence only" edits. 

Deleting budgets

You're able to delete a single budget event or an entire budget series as shown below.

1
Locate the budget or the specific budget event on the calendar then tap on the budget to view the budget details.     
2
Tap Delete
3
Choose how you would like the deletion to apply.
This occurrence only:
Use this option if you want to delete just this one specific budget event within the repeating budget series, leaving others intact.

This and future occurrences:
Deletes the selected budget event and all future events in the series. All budget events before the selected date remain intact.

All occurrences in this series
This will delete all budget events within the budget series.

Accounts

Your top accounts widget on the dashboard shows the current balances of your most-used accounts.

Tap on an account name to see the transactions within, or tap Tap to see more to view all of your accounts, edit account details, or change the order of your accounts.

Change the order of your accounts

To change the order of your accounts, tap Edit. You'll then be able to drag and drop accounts into your preferred order. Tap Done to save.


Edit the details of your accounts

You're able to edit the account name, currency, or account type via the mobile app.

To get started, tap Edit. Then, beside the account you would like to edit, tap 'Tap to edit'.
Edit the account details as desired and tap Save once you're happy with your changes.


Your bank feeds

Opening the mobile app will trigger a sync of any non-MFA bank feeds.

The bank feeds widget on the dashboard shows an overview of your current bank feed sync status

Tap the bank feeds widget to provide more details about the individual bank feed connections

Below the graph, you'll see a list of all the included accounts, with the combined total at the bottom.

MFA feeds and syncing

Currently, it's not possible to sync bank feeds that are listed as using MFA via the mobile app. If you encounter a message that a bank feed can't sync on mobile, then this means that particular bank feed is listed as using MFA and can only be synced via the web app.

However, if you know you're not asked for additional security information for this bank feed you can learn how to fix this here: Force bank feeds with Multi-factor authentication (MFA) to automatically sync

For more information on MFA and bank feed syncing in mobile please see: Bank feed syncing in mobile


Net worth

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


Your balances

The Your balances widget displays the combined balance of all, or a selection, of your accounts. You'll be able to see both your actual and forecast balances.

Select 'Tap to see more' for more detail on this graph. From here, you can drag the slider (dotted line) forward or back to display different dates.

Below the graph, you'll see a list of all the included accounts, with the combined total at the bottom.

Balance options

If you'd like to display only a selection of accounts here, you can do this by tapping the FILTERS button in the top right.

From here, you can toggle any accounts that you don't want to see here to off. You are also able to adjust the date range of the forecast by changing the number of months showing. 


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, labels, and attachments, categorize, create a category rule, and mark as a transfer. 

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:

Create category rules:

If you'd like to, you can create a category rule by tapping ADD RULE.

If the merchant description includes extraneous information, such as time stamps or transaction numbers, then it's best to edit the merchant keywords to exclude this information.

Add notes or labels:

Tap Add Labels to choose or create a label, or Write a note... to add a note:

Add an attachment:

Tap the attachments field to add an attachment.
For more detail on adding files and photos to transactions please see: Adding attachments to transactions

Transfer marking:

To mark a transaction as a transfer, simply select the checkbox to ' Mark as transfer' on the transaction edit form.


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


Attachment Inbox and adding attachments to transactions

You can now add attachments via the iOS app. Add attachments directly to existing transactions, or, if you've just made a purchase on the fly, you can store a photo of the receipt in your Attachment Inbox for attaching once the transaction has been imported into PocketSmith.

View your Attachment inbox

Tap on the Attachment Inbox to view any unassigned attachments.

Add files or photos to your Attachment Inbox

Use the Attachment inbox widget to add and store a photo or a file until your transaction is imported into PocketSmith. The Attachment Inbox widget has two options for uploading attachments:

  • take a picture and upload, or
  • upload from the files on your phone

Once you have taken a picture or chosen a file, a preview will be generated. Click Upload to confirm your selection.

 

Adding attachments to transactions

To upload an attachment to a transaction, tap the transaction in the Transactions tab and tap the attachment inbox field. 

Tap the ' +' icon and choose how you'd like to upload your attachment. You can choose to take a photo, upload from the files on your phone, or choose from the files stored in your Attachment Inbox.

Once you've taken your photo or made your selection, a preview will show. Tap ' +' to add additional transactions, or tap '<' to return to the transaction edit form. Tap Save to save your transaction.




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.

Tap the icon in the top right of the app to access the settings screen.

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

Dark mode (iOS13 only)

If you're running iOS13, and you've enabled Dark mode, PocketSmith will also change to a new dark mode display.

You can enable or disable dark mode in the iOS app, separate to the iOS settings as shown below.


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


Troubleshooting

Offline behavior

PocketSmith's mobile apps are cloud-based and, as such, require internet access to operate.
If your mobile device is offline, you'll see the following message:

Once you have internet access again, the app will function as normal ⚡️


Release notes

3.0 (2020/03/05)

  • Budget events can now be created within the app
  • Existing budget events can also be edited and deleted from the calendar

2.9.1 (2020/01/06)

  • Fixed a crash on the calendar view
  • Fixed an occasional crash when opening the camera or photo library for attachments

2.9.0 (2019/12/20)

  • Added a new read-only calendar for to view your budget events. (Editing and adding events will be coming in a future update)
  • Added status icons to transactions
  • Minor bugfixes

2.8.0 (2019/09/30)

  • added new dark mode theme for devices running ios 13
  • Added new favorite budget widget so you can choose the budgets you want to track directly on your dashboard
  • Fixed an issue with attachments not uploading for devices on iOS 13
  • Fixed a bug where some users were unable to reorder their accounts

2.7.0 (2019/08/07)

  • Lots of minor under the hood changes
  • Minor bugfixes

2.6.0 (2019/06/04)

  • Attachment inbox feature - allows users to add attachments to transactions via the iOS app
  • Accounts can now be edited and reordered
  • Minor bugfixes

2.5.2 (2019/02/20)

  • Added currency selectors when creating new cash accounts
  • Fixed incorrect logic in the spending breakdown charts that were including transferred transactions incorrectly
  • Fixed a rare bug where if the device's region is different to your keyboard (therefore inverting the commas and periods), you couldn't enter the cents in a transaction
  • Multi-currency support for budgets

2.5.0 (2019/01/22)

  • Category rules - You can now create category rules from inside a transaction
  • Quick add transaction widget - This new widget allows you to quickly add cash transactions from the dashboard (widget is hidden by default)
  • New recent transactions widget - This new widget that will display your last 5 transactions
  • Mark individual transactions as transfer - New checkbox section when viewing transaction details page for toggling this on/off
  • Fixed confirm screen - Fixed some transactions that were missing inside the confirming screen
  • Fixed - account names not showing for some transactions
  • Fixed - bank feed widget would get stuck on synced status
  • Other various bug fixes

2.4.0 (2018/12/09)

  • Bank feed information - you can now see all your feed statuses in the app, and bank feed syncs can be triggered in most cases after a period of inactivity (learn more here: Bank feed syncing in mobile)
  • Improved transaction confirming - when a transaction is saved, you can now toggle whether you want the transaction to be confirmed too
  • Colorful charts - the spending chart now has default category colors if no categories have a custom color to be used
  • New users - the transaction confirmation widget will now only appear if you've chosen to review some transactions in the web app
  • Added haptic feedback on models newer than iPhone 6s, for a variety of actions, e.g. such as creating or saving transactions
  • Fixed - crash on lock screen for a small subset of users
  • Various other bug fixes

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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