Using PocketSmith without bank feeds or bank files

Some people like to use PocketSmith without connecting bank feeds or importing bank files, instead, adding their own transactions manually or just using budgets on the calendar. This article explains how to set up a PocketSmith account without adding bank feeds or bank files.

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Create an account without bank feeds or bank files

When creating a new PocketSmith account, your Checklist asks you to either Connect bank feed accounts, Move from another app or Upload your bank files. However, if you'd prefer to create an account where you either manually add your transactions, or, create an account that doesn't have transactions at all, use the steps below.

1

You won't be able to create an account without bank feeds or bank files from the checklist. Instead, make sure you are logged into your PocketSmith account and head straight to the Account Summary page using this link:  Account Summary

4
Select New bank 

5
Enter the name for the bank and adjust the currency if needed, select  Accounts from a file import and then click  Save (don't worry, you won't need to import bank files)

6
Create a new account at the bank you've just added. Add details such as the Account name, the Currency, the Opening balance, Date and the Account type, then click Save and continue

7
PocketSmith  now asks you to upload a file which you don't need to do, so click the X on the form

8
The account has now been created and you can go ahead and  add your transactions manually or use the Calendar with a scenario-only account

Manually add transactions to my account

Note

If you have access to the Transactions page in your menu bar begin at step three.

If you've successfully created an empty account from the Checklist, it's likely you may not have access to the Transactions page in your menu bar yet. Follow the steps below to add transactions. 

1
Select MANAGE ACCOUNT on the account you have just created
2
Select View transactions
3
Now you should find yourself on the transactions page where you can navigate to PocketSmith's manual input feature
Click Add in the top toolbar, hover to Manual input, and then click on your account which will display in your menu
4
Begin manually entering your transactions. Do one at a time, or multiples by clicking  Add another

Using the calendar without transactions


The forecast calendar is a quick way to calculate future finances if you already have a good handle on your earning and spending habits. Easily add income and expense budgets on the calendar for set periods and see future outcomes of your set budgets by checking the account balance displayed on any single day in the future. 

Learn more about the Calendar in the  Calendar Overview article.

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