Adding a new account on the Account Summary page
Your transactional accounts in PocketSmith can be connected to a bank feed, use bank files to import transactions, or not be attached to bank feeds or bank files. Learn about the different types of transactional accounts you can add to PocketSmith.
In this user guide
Create a transaction account that uses a bank feed
Accounts are automatically created in PocketSmith when you add your bank feed and then connect your bank accounts to PocketSmith. To learn how to add a bank feed and connect your accounts please see: Adding a bank feed and connecting
Create a transactional account that uses bank files
Accounts are automatically created in PocketSmith when you import your transactions with a bank file. To learn more about setting up an account with a bank file, head over to our Bank Files topic.
If you're moving to PocketSmith from another personal finance application you might have an exported file you wish to import to PocketSmith to add to one your existing accounts or to create a new account with. Have a look at Moving to PocketSmith to see if we have a custom import tool available to use.
If your application isn't on the list fire us a message, with your help we can create one for you!
Create a transaction account that does not use bank feeds and bank files
Some users like to operate PocketSmith without importing any personal data from bank feeds and bank files and add their data manually. Or you may wish to add a cash account to your PocketSmith as an addition to other accounts created with bank feeds or bank files.
If you are new to PocketSmith and still working through your checklist, learn how to create an offline account here: Starting PocketSmith without bank feeds or bank files
If you already have a PocketSmith account set up and you've completed your checklist, just use the steps below to open a new offline account:
- Head to the Account Summary page
- All of your existing banks are displayed on the left side panel. You can choose to add your new offline account to an existing bank, or you can create a new bank.
Adding a new offline transaction account to an existing bank
- If you want to add your new account to an existing bank in your PocketSmith, select the bank from the left panel. Then click + New offline account in the toolbar and select From a file import. Skip 3b and Continue at step 4.
Creating a new bank for a new offline transaction account
- Select + New Bank from the left side panel. In the form that is presented, type in the name of your new bank, choose the currency for your new account. Select Accounts from a file import and click Save
The next form will ask for the name and balance for the account, along with the account type (bank, loan, credit card, mortgage etc). A
addthe details and click Save.
All of your accounts in PocketSmith must be attached to a bank. If you are creating an account that doesn't belong to an actual bank institution, you'll need to create a bank with a "fake" name or add it to a bank you already have set up.