PocketSmith Learn Center
  • Contact Support
  • Contact Support

Transactions

  • Using budgets instead of future-dated transactions
  • Using the legacy transaction search panel
  • Using the Transactions page
  • Viewing all the transactions in a category
  • 1
  • 2

Topics

  • Getting started
  • Feeds
  • Bank files
  • Moving to PocketSmith
  • Account summary
  • Categories
  • Transactions
  • Categorizing your transactions
  • Budgets
  • Calendar and forecasting
  • Mortgages
  • Dashboard
  • Transfers
  • My reports
  • Net worth, assets & liabilities
  • Multi-currency
  • Mobile apps
  • Managing your settings
  • Billing & plans
  • Security
  • Advisor support
  • Other
  • Videos
No results found

© PocketSmith 2026. Powered by Help Scout