Adding a new account on the Account Summary page
🚧 Work in Progress 🚧
Our Learn Centre is being updated to reflect our newly rebuilt bank feeds platform, Data Connections. The guide you're looking at may reflect these changes, or it may still need updating.
If the Bank Feeds page (Accounts > Bank Feeds) is not available on your PocketSmith Account, you will first need to migrate to the Data Connections bank feed platform.
If you've migrated to Data Connections, but you haven't been able to find the solution you're after, please get in touch with us!
PocketSmith supports several different kinds of accounts to allow you to choose the best way to import or input your transaction data. From the Account Summary page, you're able to add bank feed accounts, offline accounts, cash accounts, or, scenario-only accounts.
In this guide, we'll give an overview of each kind of account, and how to add them.
In this user guide
Add a new bank feed account
Accounts are automatically created in PocketSmith when you add your bank feed and then link your bank accounts to PocketSmith. To learn how to add a bank feed and establish your accounts please see: Adding a bank feed and establishing your accounts
Add a new offline account, using a bank file
Accounts are automatically created in PocketSmith when you first import your transactions with a bank file. To learn more about setting up an account with a bank file, head over to Importing bank files into PocketSmith.
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!
Add a new account without using bank feeds or bank files
Some users like to operate PocketSmith without importing any personal data from bank feeds and bank files and add their data manually.
- If you are new to PocketSmith and still working through your checklist, learn how to create an offline account here: Create an account without bank feeds or bank files (brand new PocketSmith account)
- If you already have a PocketSmith account set up and you'd like to add an offline account, without using a bank file, to an existing bank, see: Add a bank account without bank feeds or bank files, to an existing bank within your PocketSmith account
- If you already have a PocketSmith account set up and you'd like to add an offline account to a new bank, without using a bank file see: Add a bank account without bank feeds or bank files, to a new bank within your PocketSmith account
Add a cash account
If you frequently use cash to pay for things you may wish to create a cash account. To learn how to add a cash account from the Account Summary page check out: Steps to add a cash account
Add a scenario-only account
If you don't want to bring any transactions into PocketSmith, you are still able to manage your finances by setting up manual balances and using the budget and forecast features. To learn how to add a scenario-only account from the Account Summary page check out: Steps to add a scenario-only account