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Number uncategorised widget

Use the Number Uncategorised widget to easily keep an eye on any new transactions that need to be categorised.

The Number uncategorised widget

This widget shows the number of uncategorised transactions in your PocketSmith.

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You can select which of PocketSmith’s categorisation tools you would like to be taken to from this widget. For the steps, please see: Categorising transactions: Default categorisation tool.


Configuring the Number uncategorised widget

You can edit this widget's settings to limit it to selected accounts or account types.

Configure the widget so that when you click on the number waiting to be categorised, you are taken to the Categorise Items page or Transactions page as per your preference!

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