# PocketSmith Learn Centre > Learn how to use PocketSmith to manage your personal finances. _This file helps AI assistants and crawlers discover the contents of this help center. Each article is also available as plain markdown by appending `.md` to its URL._ ## Documentation ### [Getting Started](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo) - [Welcome to PocketSmith!](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/welcome-to-pocketsmith!/69d2tHXSL66CV9Za9THZSi.md): We are here to help get you started on your journey with PocketSmith. - [Getting started: Overview](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-overview/7vrpbFeKpPQSGpePefsgNJ.md): A walk through of getting started with PocketSmith. - [Getting started: Step one - Adding bank accounts and importing transactions](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-step-one---adding-bank-accounts-and-importing-transactions/7vrpbFeKpRWHojJs7cq9W1.md): Start here to get started with your PocketSmith account. - [Getting started: Step two - Adding categories and categorising transactions](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-step-two---adding-categories-and-categorising-transactions/7xFdk3sDCGFa7DyTxbq6EW.md): Customise your categories to fit you to start seeing getting insights into your money movements. - [Getting started: Step three - Creating budgets](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-step-three---creating-budgets/7xFdk3sDCGhjoFsKnbEMhQ.md): Check out getting started with budgets in step three of getting started. - [Getting started: Step four - View and analyse the data using PocketSmith's reporting and forecasting features](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-step-four---view-and-analyse-the-data-using-pocketsmiths-reporting-and-forecasting-features-/7xFdk3sDCGpFwqQNeaAPbV.md): Get a closer look at your data! - [Getting started: Frequently asked qestions](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/getting-started-frequently-asked-qestions/7Ldax6iG5kBP9DaZwN5ucu.md): A quick FAQ of some common questions. - [Onboarding with Carlene](https://pocketsmith.helpkit.so/getting-started/5Ju1xR1kdaMUx8dV2FfcXo/onboarding-with-carlene/7ogZVvjSiuFmxjmjNUKfvf.md): Learn about getting started with independent PocketSmith coach Carlene. ### [Feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc) - [Feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/feeds/8ixxydqibsvAuGGNnyj9HQ.md): An overview and FAQ for getting started with feeds. - [Getting help for feed issues](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/getting-help-for-feed-issues/6umkM1XYKSatzemWCkh7iC.md): Learn how to get support for issues with your feeds in PocketSmith. - [Feeds glossary](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/feeds-glossary/7z26PgcbY1xjdqRAaZbNEv.md): A glossary of terms, to help you learn more about PocketSmith’s feed system! - [Adding a feed and establishing your accounts](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/adding-a-feed-and-establishing-your-accounts/7xefuYdtbXSUH85eGGR5eZ.md): Learn how to add feeds in PocketSmith. - [Linking and unlinking a feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/linking-and-unlinking-a-feed/7uxtwwKowjhHeGQ6N4h9JS.md): Learn how to link and unlink feeds in the user guide below! - [Feed transaction history](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/feed-transaction-history/7u6vGsvd5xUXX7pXZ4tZDP.md): Learn about the options and limits for importing past transactions from a feed. - [Removing a feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/removing-a-feed/7uxtwwKowisJ12TAWoVbuX.md): Learn how to remove a feed from your PocketSmith account. - [Managing closed accounts](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/managing-closed-accounts/7xFdk3sDCGBoqEPLeEespy.md): How to handle closing a bank account in PocketSmith. - [Switching to an alternate feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/switching-to-an-alternate-feed/7uxtwwKowikti4KD5wSvJ1.md): Find the steps to switch to an alternate feed when required. - [Canadian banks with the best feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/canadian-banks-with-the-best-feeds/6a6X8SseDBDsxVtvcvnniN.md): Check out some statistics we have compiled on current banks in Canada and their feed connections. - [Adding your Sharesight feed to PocketSmith](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/adding-your-sharesight-feed-to-pocketsmith/6a6X8SseDCCh8EKQzoDwKK.md): Learn how to link your Sharesight account to PocketSmith in order to have your portfolio balance be automatically updated for your net worth total. - [Adding your Navexa portfolio to PocketSmith](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/adding-your-navexa-portfolio-to-pocketsmith/8jrtdmUE4YCfCZi6C9YM7U.md): Learn how to link your Navexa account to PocketSmith in order to have your portfolio balance update automatically. - [Limited Australian feeds for under-18’s](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/limited-australian-feeds-for-under-18’s/6umkM1XYKRJi74QnC3yyPc.md): Learn why you might not be able to connect a feed if you are under 18 in Australia, due to CDR legislation - [Adding more than one set of credentials to an existing feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/adding-more-than-one-set-of-credentials-to-an-existing-feed/8giJpRcoXzRHEdWY1zFRJc.md): PocketSmith allows you to add multiple credentials for one bank, which means you can connect your partner's accounts at the same bank or any other accounts you have at the same bank with different logins. - [Auto-categorise transactions](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/auto-categorise-transactions/8giJpRcoXBbs3mWNA1bZra.md): Use our Auto-categorise Transactions feature to help get you started! This feature will generate new category names, and apply these to your bank feed imported transactions. - [Dealing with a replacement credit or debit card](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/dealing-with-a-replacement-credit-or-debit-card/8giJpRcoXz3rs3PDosRreA.md): How to handle a replacement credit or debit card. - [Does PocketSmith have a feed for my bank?](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/does-pocketsmith-have-a-feed-for-my-bank-/8giJpRcoXAz7kT8QSKvV8U.md): If you want to know if you can get a feed for your bank or financial institution within PocketSmith, you can check a couple of places to get the answer. - [Edit the authorisation for my feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/edit-the-authorisation-for-my-feed/8giJpRcoXAYAHkBi8tCbU3.md): What to do if you have changed your login details at your bank. - [How to import files when your bank feed is down](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/how-to-import-files-when-your-bank-feed-is-down/8giJpRcoXABYQ9tobZspdn.md): Our file importer makes it easy to keep your account transactions and balances up-to-date while your feed is experiencing an issue. - [Feeds with multi-factor authentication (MFA)](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/feeds-with-multi-factor-authentication-mfa-/8i6zJ9b7JFVaUZ2WG16wxt.md): Learn about feeds that require multi-factor authentication. - [About Akahu](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-akahu/6s7wCDK5wZmMkPPUuVh9Cf.md): Learn about one of our data providers, Akahu and the feeds it can connect to PocketSmith - [About Salt Edge](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-salt-edge/7xefuYdtbVLkywbLiQnucm.md): Salt Edge is the data provider that offers feeds for the United Kingdom and European Union, as well as some global financial institutions. - [About Plaid](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-plaid/7y8ba7GQ5vRjHemfX87DY7.md): Plaid is our data provider for connecting to banks within North America. - [About Yodlee](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-yodlee/7y8ba7GQ5ukyFFD3gY83PR.md): Learn more about data provider Yodlee. - [About Basiq](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-basiq/7y8ba7GQ5vEhqsJUdhTbN5.md): Learn about Basiq, who power feeds in Australia under the Consumer Data Right. - [About Mastercard](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/about-mastercard/8qfYZj5ZR2rsrPEmF8YcUa.md): Learn about Mastercard, who power feeds in Australia under the Consumer Data Right. - [Consumer Data Right (CDR) in Australia](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/consumer-data-right-cdr-in-australia/8qfYZj5ZR4DiA9sXNsGekr.md): Learn about the Consumer Data Right (CDR) in Australia. - [Troubleshooting feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/troubleshooting-feeds-/8pP2aeQPphqGnXmZdeDQiQ.md): Learn about the different types of issues that can occur and the guides that can be used for trouble shooting them. - [Resolving duplicate accounts in PocketSmith](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/resolving-duplicate-accounts-in-pocketsmith/8ixxydqibstipDEv7EgLQh.md): If you have ended up with two of the same bank accounts within PocketSmith, this user guide explains how to resolve the issue so that all relevant transactions are within one account. - [Re-adding bank feeds and relinking your accounts following account downgrade](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/re-adding-bank-feeds-and-relinking-your-accounts-following-account-downgrade/8ixxydqibrBa159aSNmWsb.md): This user guide shows you how to re-add your bank feed connections and re-link your existing accounts following an account downgrade. - [Feed sync settings](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/feed-sync-settings/7BGSMGEgCEBB3wd4r6zjrk.md): Learn about some of the options available for syncing your feeds. - [SMS or Email alerts when feeds sync](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/sms-or-email-alerts-when-feeds-sync/7yz8ZbX1wgg7L7U7x3X3d3.md): Learn about alerts you might receive when your feeds sync. - [Turning off automatic syncing](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/turning-off-automatic-syncing/7yz8ZbX1whF4cVQeK8iTxz.md): You can turn off PocketSmith's automatic syncing setting, so that your feed only syncs when you manually trigger it. - [Syncing a feed manually](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/syncing-a-feed-manually/7yz8ZbX1wfwTYRH2LQm9TT.md): Learn how to manually trigger a sync for feeds. - [Duplicate transactions in accounts with a bank feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/duplicate-transactions-in-accounts-with-a-bank-feed/6a6X8SseDDaeuUdASQF2QS.md): Read through this guide if you have noticed potential duplicate transactions in an account connected to a feed. - [Missing transactions in accounts with a bank feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/missing-transactions-in-accounts-with-a-bank-feed/6a6X8SseDBvXwCABtDg5pg.md): Learn how to troubleshoot missing transactions in an account connected to a feed. - [Pending transactions](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/pending-transactions/7xFdk3sDCJuKrCyCfHYPqj.md): In this article, you can find out what pending transactions are and how to deal with them within PocketSmith. - [Incorrect transaction details in accounts with a feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/incorrect-transaction-details-in-accounts-with-a-feed/8i6zJ9b7JEtK6ZXmh1szts.md): Check this guide out if you have incorrect transaction details in an account connected with a feed. - [Akahu: Can't access the email address registered with Akahu](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/akahu-cant-access-the-email-address-registered-with-akahu/6a6X8SseDBZhA6rdUUSxat.md): What to do if you no longer have access to your original email address used for setting up Akahu. - [Akahu: Enabling a new or missing account](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/akahu-enabling-a-new-or-missing-account/7uxtwwKowiXyudXaqFKhEa.md): How to enable a new or missing bank account to your PocketSmith once you already have an Akahu connection. - [Akahu: Credentials already in use](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/akahu-credentials-already-in-use/7uZrmAZyY4AzYSYDjEjSVD.md): How to resolve ‘credentials already in use’ error - [Akahu: Adding more credentials to a feed](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/akahu-adding-more-credentials-to-a-feed/7y8ba7GQ5tVSDrSjdqjutr.md): All the steps for adding new credentials from the same bank (such as your partner or business accounts) to an existing Akahu feed. - [Basiq: Possible Basiq issues and solutions](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/basiq-possible-basiq-issues-and-solutions/8ixxydqibqMYzSGMvxA2cr.md): This article discusses possible issues with Basiq feeds, along with ways to self-solve the issue that you're facing. - [Salt edge: Troubleshooting Salt Edge bank feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/salt-edge-troubleshooting-salt-edge-bank-feeds/8ixxydqibsFTjVPPheg8i9.md): Everything you need to know about addressing known issues for Salt Edge bank feed connections is explored in further detail below. - [Yodlee: Troubleshooting Yodlee bank feeds](https://pocketsmith.helpkit.so/feeds/6a6X8SseDD2c7GGGo7tPnc/yodlee-troubleshooting-yodlee-bank-feeds/8ixxydqibsF7h2BVwdQ5eD.md): Everything you need to know about addressing known issues for Yodlee feeds is explored in this guide. ### [Bank files](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt) - [Bank files: An introduction](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-an-introduction/6a6X8SseDAnwdJXAm2pyGd.md): Bank files are an alternative to feeds for importing your transactions into PocketSmith. - [Bank files: Importing bank files into PocketSmith](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-importing-bank-files-into-pocketsmith/6a6X8SseDC3grmBzUQZkka.md): Learn how to use bank files to import your transactions into PocketSmith. - [Bank files: Preparing your bank files & accepted file types](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-preparing-your-bank-files--accepted-file-types/6a6X8SseDAgEECSAJHpxCZ.md): Accepted file types and how to export transactions from your bank. - [Bank files: Managing categories imported from bank files](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-managing-categories-imported-from-bank-files/6a6X8SseDCjxn1zV2Kt5NY.md): Find out more about PocketSmith’s ability to import categories from QIF and CSV files. - [Bank files: Troubleshooting imports](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-troubleshooting-imports/6a6X8SseDByf7oNhpEHApp.md): Learn how to resolve the most common errors that occur when importing bank files. - [Bank files: ‘Data file is malformed' error](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-‘data-file-is-malformed-error/6a6X8SseDAMYm8DQwHY6JK.md): Learn why this can occur and how to resolve it. - [Bank files: Transaction dates are incorrect after importing a file](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-transaction-dates-are-incorrect-after-importing-a-file/6a6X8SseDBnY17nq156mS9.md): Learn why dates may be incorrectly imported via bank file and how this can be resolved. - [Bank files: Expense transactions are showing as income (or vice versa) after import](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-expense-transactions-are-showing-as-income-or-vice-versa-after-import/6a6X8SseDAUvFVYjV3k7r2.md): How to resolve reversed transaction amounts when importing bank files - [Bank files: ‘Import failed due to an unknown error’](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-‘import-failed-due-to-an-unknown-error’/6a6X8SseDCAQiwkgy5jNm4.md): What to do if you encounter ‘Import failed due to an unknown error’ when uploading a bank file. - [Bank files: ‘Import failed because we couldn't determine the format of the dates in the file’](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-‘import-failed-because-we-couldnt-determine-the-format-of-the-dates-in-the-file’/6a6X8SseDCCYsctQKjF522.md): What to do if you encounter the error ‘Import failed because we couldn’t determine the format of the dates in the file’ when uploading bank files. - [Bank files: ‘Invalid date' error when importing a CSV file](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-‘invalid-date-error-when-importing-a-csv-file/6a6X8SseDBLRi9CB9FcvUy.md): How to resolve an ‘Invalid date’ error when importing. - [Bank files: ‘Import failed because there were no transactions to import'](https://pocketsmith.helpkit.so/bank-files/6a6X8SseDCKECerv6JDMDt/bank-files-‘import-failed-because-there-were-no-transactions-to-import/6a6X8SseDBXUUtpYBN8RsW.md): Troubleshooting if your bank file ‘import failed because there were no transactions to import’ ### [Moving to PocketSmith](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY) - [Moving to PocketSmith from another personal finance app](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/moving-to-pocketsmith-from-another-personal-finance-app/6a6X8SseDBfACV7Jf4oemu.md): PocketSmith makes it easy to switch from other Personal Finance Managers. Bring your data over in a few easy steps! - [Useful things to know when moving from YNAB](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/useful-things-to-know-when-moving-from-ynab/6a6X8SseDBqMgAHG2u6q9H.md): Tips and tricks to help with making the move from YNAB to PocketSmith. - [Importing accounts and transactions from YNAB](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-ynab/6a6X8SseDD2dmPFYkXLZh2.md): Use the custom YNAB import tool to bring your accounts and transactions over in just a few seconds. - [Importing accounts and transactions from Quicken](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-quicken/6a6X8SseDBakGEr4Z3Wo84.md): Easily import your accounts and transactions from Quicken using our custom import tool. - [Importing accounts and transactions from Buxfer](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-buxfer/6a6X8SseDD9wZKUiYoC9zJ.md): Easily import your accounts and transactions from Buxfer using our custom import tool. - [Importing accounts and transactions from Pocketbook](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-pocketbook/6a6X8SseDCi4DVepWoqjPe.md): Easily import your accounts and transactions from PocketBook using our custom import tool. - [Importing accounts and transactions from Money Dashboard](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-money-dashboard/6a6X8SseDBUPfgCRUDgfk4.md): Use the custom Money Dashboard import tool to bring your data over in just a few seconds! - [Importing accounts and transactions from Mint](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-mint/6a6X8SseDBEdGbvwxUeQiA.md): Easily import your accounts and transaction data from Mint using our custom importer. - [Importing accounts and transactions from MoneyWiz](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-moneywiz/6a6X8SseDAGKjbRCdkNLUT.md): Use the custom MoneyWiz import tool to bring your data over in just a few seconds! - [Importing accounts and transactions from Microsoft Money](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-microsoft-money/6a6X8SseDAeuRvCWCgeYQR.md): Use our custom import tool to bring your MS Money data over in just a few seconds. - [Importing accounts and transactions from Home Accountz](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-home-accountz/6a6X8SseDAriJ3SFRoGwVj.md): You can move your accounts and transactions from Home Accountz to PocketSmith. Use our quick importer tool to bring your data over. - [Importing accounts and transactions from Monarch Money](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-monarch-money/74tz7r4iD32oeEg2uoQjLL.md): Use the custom Monarch Money import tool to bring your data over in just a few steps! - [Importing accounts and transactions from MoneyBrilliant](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-moneybrilliant/74tz7r4iD38maMm7uFuTGT.md): Easily import your accounts, transactions, and categorisation from MoneyBrilliant using our custom import tool. - [Importing accounts and transactions from Moneyhub](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-moneyhub/74tz7r4iD1juzVpz9CvZ3S.md): Easily import your accounts and transaction data from Moneyhub using our custom importer. - [Importing accounts and transactions from Toshl](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-toshl/74tz7r4iD1x4D2CiVQnFXP.md): Use our custom import tool to bring your Toshl data over in just a few steps! - [Importing accounts and transactions from Banktivity](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-banktivity/74tz7r4iD1MJSKFTyW5gu5.md): Easily import your accounts, transactions, and categorisation from Banktivity using our custom import tool. - [Importing accounts and transactions from My Prosperity](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-my-prosperity/74tz7r4iD1A3m77UKVCwFN.md): Easily import your accounts, transactions, and categorisation from My Prosperity using our custom import tool. - [Importing accounts and transactions from Moneydance](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-moneydance/74tz7r4iD43tTUyM5piXwR.md): Easily import your accounts, transactions, and categorisation from Moneydance using our custom import tool. - [Importing accounts and transactions from Frollo](https://pocketsmith.helpkit.so/moving-to-pocketsmith/6a6X8SseDCDCWvqEUfp7BY/importing-accounts-and-transactions-from-frollo/7jfksR8fivSJsbZM7u4vKi.md): Use our custom import tool to bring your Frollo data to PocketSmith in just a few steps. ### [Manage your accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD) - [Account Summary](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/account-summary/6a6X8SseDCzfSx3UYqGd31.md): The Account Summary page is where you manage your accounts, assets, and debts within PocketSmith. - [Using the Account Summary page](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/using-the-account-summary-page/6a6X8SseDCPZWd2qRfPJpi.md): Use this guide to check out some of the key areas of this page. - [Adding a new account on the Account Summary page](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/adding-a-new-account-on-the-account-summary-page/6a6X8SseDAooKcEJ2dAuxz.md): An overview of different account types in PocketSmith and how to add them. - [Change the display order of your accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/change-the-display-order-of-your-accounts/6a6X8SseDBH7SyDgwezEx6.md): You can change the order in which your accounts appear. - [Hiding account balances](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/hiding-account-balances/6a6X8SseDAYcwKuaFsQTey.md): See how to track an account within your PocketSmith but hide its balance from specific areas. - [Setting minimum balance alerts for my accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/setting-minimum-balance-alerts-for-my-accounts/6a6X8SseDCNzLto9ubsoKb.md): Set minimum balance alerts for accounts that have regularly scheduled payments. - [Managing joint accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/managing-joint-accounts/6a6X8SseDCNx1MmPQZRBfv.md): Learn some ways how to set up and use joint accounts in PocketSmith. - [Joint account examples](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/joint-account-examples/6a6X8SseDDnPUN73nYTtjZ.md): Learn from some examples of managing joint accounts within PocketSmith. - [Edit the details of your accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/edit-the-details-of-your-accounts/6a6X8SseDCm5uugye8ds5N.md): Learn how to edit your account details. - [Track Balance Changes option for accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/track-balance-changes-option-for-accounts/6a6X8SseDBGpbiqCvVdvN8.md): Learn about the Track Balance Changes option. - [The interest settings for an account](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/the-interest-settings-for-an-account/6a6X8SseDAriqVsHLgEdE6.md): You can apply an interest rate to an account to forecast the amount of interest that will be applied to the account. - [Balance settings for an account](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/balance-settings-for-an-account/6a6X8SseDCf9goscsQwegH.md): Learn about the balance settings available. - [Troubleshooting balance issues](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/troubleshooting-balance-issues/6a6X8SseDBt3t8dNz8DFSy.md): Check out this user guide to discover the most common balance issues and how to correct them! - [Resolving duplicate accounts in PocketSmith](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/resolving-duplicate-accounts-in-pocketsmith/6a6X8SseDBWpsjayL6LSV3.md): This guide explains how to resolve having two of the same bank accounts so that all relevant transactions are within one account. - [An account is displayed under the wrong bank on the Account Summary](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/an-account-is-displayed-under-the-wrong-bank-on-the-account-summary/6a6X8SseDBCHCgqQL37gZR.md): Change the bank that an account is listed under on the Account Summary. - [Dealing with a closed bank account in PocketSmith](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/dealing-with-a-closed-bank-account-in-pocketsmith/6a6X8SseDB7mbwAoF9V3gC.md): Learn what to do with a closed bank account to make it display correctly. - [Archiving and keeping transactions for old accounts](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/archiving-and-keeping-transactions-for-old-accounts/6a6X8SseDAMTsrWWjyEEh7.md): Learn how to archive closed accounts. - [Delete a bank account from PocketSmith](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/delete-a-bank-account-from-pocketsmith/6a6X8SseDBgUbtC8R4WJbK.md): How to delete a bank account. - [Delete a bank from PocketSmith](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/delete-a-bank-from-pocketsmith/6a6X8SseDBt5JPr5Y95uH5.md): Find the steps here to delete an entire bank from PocketSmith. - [Grouped accounts: An introduction](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/grouped-accounts-an-introduction/6a6X8SseDCxKYXyGYYWxbU.md): Information on grouping accounts in PocketSmith. - [Grouped accounts: How to guide](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/grouped-accounts-how-to-guide/6a6X8SseDD3zzmhfuWTVJr.md): Learn the ins and outs of grouping accounts in PocketSmith. - [Grouped accounts: How grouped accounts look within PocketSmith](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/grouped-accounts-how-grouped-accounts-look-within-pocketsmith/6a6X8SseDAQPKXh15rACZC.md): Explore how grouped accounts are shown around PocketSmith compared to ungrouped accounts. - [Grouped accounts: Caveats and tips](https://pocketsmith.helpkit.so/manage-your-accounts/6a6X8SseDCJ6tNxPieiTDD/grouped-accounts-caveats-and-tips/6a6X8SseDCwgSWCjhTm4an.md): Some information if you choose to group active accounts. ### [Categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L) - [Categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/categories/6a6X8SseDAs4oHJaGFHvUS.md): See where your money is going to and where it’s coming from by categorising your transactions. - [An introduction to categories in PocketSmith](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/an-introduction-to-categories-in-pocketsmith/6a6X8SseDD5RizqwYttPU3.md): Separate your income and expenses into meaningful areas. - [PocketSmith's default category structure](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/pocketsmiths-default-category-structure/6a6X8SseDB9Af1eRhKLzCx.md): Information on the default categories provided by bank feeds. - [Adding new categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/adding-new-categories/6a6X8SseDCpFNC83eikGiE.md): There are a number of different places in PocketSmith where you can add new categories. - [Sub-categories and nesting](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/sub-categories-and-nesting/6a6X8SseDCQRWhdBqYy8YB.md): Separate your earning and spending into main groups. - [Category types in PocketSmith](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/category-types-in-pocketsmith/6a6X8SseDAqseQNcV6iynQ.md): Learn how to set the category type so that your transactions are displayed accurately. - [Bill and scheduled income categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/bill-and-scheduled-income-categories/6a6X8SseDDn2AT1NaZ9LHJ.md): Set up bill or scheduled income categories, where the full budgeted amount is paid or received in one transaction. - [Editing & deleting categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/editing--deleting-categories/6a6X8SseDBZYRfK9UTdjDL.md): You can use the Categories page to adjust the settings of each of your categories. - [Options for hiding or restoring categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/options-for-hiding-or-restoring-categories/6a6X8SseDCm6eJtuvX6PF6.md): You might want to hide particular categories in your reporting. Learn more here. - ['Archive' old categories](https://pocketsmith.helpkit.so/categories/6a6X8SseDAwp484bSBSH1L/archive-old-categories/6a6X8SseDBWi9tnNkUnisw.md): Utilise an 'archived' parent category and nest your old categories within. ### [Transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS) - [Transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transactions/6a6X8SseDAaNYKsZeQXnUt.md): After you've imported your transactions into PocketSmith, you can find them all in one place on the Transactions page! - [Using the Transactions page](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/using-the-transactions-page/6a6X8SseDDah9nTv2Vr3Zr.md): The Transactions page is where you can see all of your transactions in one place. - [Transactions page graphs and charts](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transactions-page-graphs-and-charts/6a6X8SseDCwj62zooBiVBg.md): Have a look through this guide for some information on the Transactions page graphs and charts. - [Viewing all the transactions in a category](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/viewing-all-the-transactions-in-a-category/6a6X8SseDCm3jc1Si2FT5H.md): Fine-tune the transactions that are displayed on the Transactions page. - [Adding manual transactions to a bank account in PocketSmith](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/adding-manual-transactions-to-a-bank-account-in-pocketsmith/6a6X8SseDBq3dTon1STjtR.md): You can add manual transactions to an account from the Transaction page, though this is only recommended in certain use-cases. - [Exporting your transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/exporting-your-transactions/6a6X8SseDCdBQUHQDJtVSk.md): You can export specific transactions, or you can export all of your transactions. - [Removing transfers from the Transactions page pie chart and bar graph](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/removing-transfers-from-the-transactions-page-pie-chart-and-bar-graph/6a6X8SseDCmM2s7aaoeK7r.md): Learn how to remove transfers from the Transactions page graphs. - [Editing transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/editing-transactions/6a6X8SseDBnVtx2QGWHVme.md): You can edit many elements of a transaction, either one at a time or in bulk. - [Splitting transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/splitting-transactions/6a6X8SseDCnwSY6T5xGVc9.md): Split transactions to assign them into different categories. - [Deleting transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/deleting-transactions/6a6X8SseDBVHV4y76S7twH.md): Deleting transactions cannot be undone, so read through this guide for guidance. - [Confirming imported transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/confirming-imported-transactions/6a6X8SseDB6HqHn1qLWjTx.md): Confirming your transactions on the Awaiting confirmation page. - [Dealing with cash transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/dealing-with-cash-transactions/6a6X8SseDB89673Lm23fvy.md): Create a cash account in PocketSmith to track these transactions. - [Labels: Overview](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-overview/6a6X8SseDB56Lj3jGAy1g9.md): Learn about using labels for grouping transactions and files. - [Labels: Using labels](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-using-labels-/7DWFW4TaRvzV851UesMJPQ.md): Learn about labels in PocketSmith. - [Labels: Examples](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-examples/7DWFW4TaRxCV1dKsruo7cb.md): Check out some examples of using labels in PocketSmith. - [Labels: Adding labels to transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-adding-labels-to-transactions/7DWFW4TaRxuCyxunxWZYCE.md): Find the steps to add labels to transactions. - [Labels: Replace or delete a label](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-replace-or-delete-a-label/7DWFW4TaRvZAR9xAQiPpFU.md): How to replace or delete a label. - [Labels: Dashboard widgets](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/labels-dashboard-widgets/7DWFW4TaRxDBctv5DvHT1L.md): Learn about using labels on dashboards. - [Transaction search: An overview](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transaction-search-an-overview/6tsq7StBSiGUxYFD3bc7yn.md): Learn how to use the transaction search. - [Transaction search: How to create a new search](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transaction-search-how-to-create-a-new-search/6vGegeGw69twHBdQ3RQfpd.md): Learn how to create a new transaction search. - [Transaction search: The legacy transaction search panel](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transaction-search-the-legacy-transaction-search-panel/6a6X8SseDCrfdFAJxCsqhf.md): You can easily search your transactions based on different criteria. - [The transaction search: Search criteria](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-search-criteria/6vGegeGw68XnG3nMEU5NkN.md): Use this guide for a closer look at the transaction search options. - [The transaction search criteria: By date](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-date/6vGegeGw69AUo8crmDXHMi.md): Search for transactions on particular dates or timeframes. - [The transaction search criteria: By amount](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-amount/6vGegeGw6agjJdZKfaAX7B.md): Look up transactions with different parameters to do with the transaction amounts. - [The transaction search criteria: By categories](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-categories/6vGegeGw69rsUy9CkyZSmK.md): Explore transactions assigned to a particular category or categories. - [The transaction search criteria: By account](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-account/6vGegeGw6b1eZkFYvskNnz.md): Narrow your transaction search findings by a specific account or accounts. - [The transaction search criteria: By merchant keyword](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-merchant-keyword/6vGegeGw69UBU8HDbXVgNW.md): Look up transactions that contain or do not contain certain merchant keywords. - [The transaction search criteria: By labels](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-labels/6vGegeGw6aqbfRyCnKSm3i.md): Search for transactions that have a label or labels attached. - [The transaction search criteria: By transaction type](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/the-transaction-search-criteria-by-transaction-type/6vGegeGw69HwM5jHr7TVWr.md): Narrow your transaction search results by different transaction types. - [Transaction search: Saved searches: An overview](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/transaction-search-saved-searches-an-overview/6tsq7StBSiZZfnV3YfxoUk.md): Learn how to create, edit or delete a saved search with the new transaction search. - [Saved searches: How to create a saved search](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/saved-searches-how-to-create-a-saved-search/6vGegeGw6avkMACsKnBaYw.md): Learn how to create a saved search here. - [Saved searches: How to edit, rename or delete](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/saved-searches-how-to-edit-rename-or-delete/6vGegeGw6bHxdZ6gQvverH.md): Learn how to make changes to your saved searches here. - [Saved searches: Changing the display order](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/saved-searches-changing-the-display-order/6vGegeGw6bokCZY3ofForY.md): Learn how to change the display order of your saved search. - [Files inbox](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/files-inbox/6a6X8SseDC4QFLEPapVe92.md): Get a full picture of your finances by emailing images and files to your PocketSmith! - [Attaching files and photos to transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/attaching-files-and-photos-to-transactions/6a6X8SseDCVWWpucE4d2UM.md): Get a full picture of your finances by adding images and files to your transactions! - [Using budgets instead of future-dated transactions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/using-budgets-instead-of-future-dated-transactions/6a6X8SseDC7D4q6ZqZdJkd.md): Avoid adding future-dated transactions and instead use budgets. - [Understanding negative values in PocketSmith](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/understanding-negative-values-in-pocketsmith/6a6X8SseDAWRCXELmwo75k.md): Learn the difference between how positive and negative values are displayed in PocketSmith. - [Starting your PocketSmith transaction history from a specific date](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/starting-your-pocketsmith-transaction-history-from-a-specific-date/6a6X8SseDCUqQ7Ye2viWgn.md): See here to start your PocketSmith history from an earlier or later date than the bank feeds initial import. - [Record gross pay amount and deductions](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/record-gross-pay-amount-and-deductions/6a6X8SseDBpsv8PqFiGDv3.md): This guide contains the steps to manually record your gross pay and any deductions. - [Tracking expenses for tax purposes](https://pocketsmith.helpkit.so/transactions/6a6X8SseDBKmmGjRfHeFaS/tracking-expenses-for-tax-purposes/6a6X8SseDBBchhVuWxSHjX.md): Some tips for tracking expenses for tax purposes. ### [Categorising your transactions](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ) - [Categorising transactions: An overview of the different methods](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/categorising-transactions-an-overview-of-the-different-methods/6a6X8SseDACj6MvpFFg3Bu.md): Categorising your transactions is key to see where your money is going and for tracking your budgets. - [Categorising transactions: Frequently asked questions](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/categorising-transactions-frequently-asked-questions/6a6X8SseDAHrX928Kt2x9p.md): Keeping your transactions categorised helps you to understand your earning & spending and track your budgets. - [Categorising transactions: Categorise transactions page](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/categorising-transactions-categorise-transactions-page/6a6X8SseDBvW2jSwxfoMck.md): Categorise transactions, add details to your transactions in a simple format, and create category rules all in one place! - [Categorising transactions: Transactions page](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/categorising-transactions-transactions-page/71MN8ZAdYowxgU94smLr1k.md): Check this guide out for tips on categorising transactions on the Transactions page. - [Categorising transactions: Categorise by merchant](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/categorising-transactions-categorise-by-merchant-/71MN8ZAdYqcfyq5qiQvjkv.md): This page helps you to quickly categorise your transactions by grouping them by their merchant keywords. - [Filters: An overview](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-an-overview/6tsq7StBSjHXQcKdGM4zWF.md): Use flters to automatically make changes to transactions at the same time as categorising, such as renaming a merchant, adding labels, marking transfers, and more. - [Filters: How to create a filter](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-how-to-create-a-filter/6vGegeGw69iWypZ2fnqkSk.md): Learn how to create a filter. - [Filters: How to edit](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-how-to-edit/6vGegeGw6bquQ5BqWQubbu.md): Find the steps to edit a filter. - [Filters: Finding and editing a filter applied to a specific transaction](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-finding-and-editing-a-filter-applied-to-a-specific-transaction/6vGegeGw6bifaVNTMsz27Y.md): Learn how to check if your transaction has been filtered. - [Filters: Filter ordering and how to edit](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-filter-ordering-and-how-to-edit/6vGegeGw69wzgJXkCwuNMs.md): The order of your filters is important to understand. Check this guide out for more info! - [Filters: How to delete a filter](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/filters-how-to-delete-a-filter/6vGegeGw6b9gyf8x37pECu.md): Find the steps to delete a filter here. - [Using a filter to create a transfer cash transaction](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/using-a-filter-to-create-a-transfer-cash-transaction/6a6X8SseDDihBEjQndm8hb.md): Automatically create a transaction in your cash account when you withdraw money from your bank accounts. - [Everything you need to know about filters (legacy transaction search)](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/everything-you-need-to-know-about-filters-legacy-transaction-search/6a6X8SseDDdgbY8RjKx9uZ.md): Let filters do the heavy lifting for you. - [Category rules: An overview guide](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-an-overview-guide/6a6X8SseDBBZS4sJV9cZma.md): A Category Rule can automatically categorise newly imported transactions for you. - [Category rules: How they work](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-how-they-work/7DWFW4TaRwDegQUUbKoGmE.md): Learn how category rules work. - [Category rules: How to create on the Categorise transactions page](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-how-to-create-on-the-categorise-transactions-page/7DWFW4TaRvwnxJCpXLWAZK.md): See how to create category rules whilst on the Categorise transactions page. - [Category rules: How to create within a transaction](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-how-to-create-within-a-transaction-/7DWFW4TaRvYbmceVJ3Udcc.md): Learn how to create a category rule within a specific transaction. - [Category rules: Adding a category rule on the Transactions page](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-adding-a-category-rule-on-the-transactions-page/7DWFW4TaRx2qb9sn5KDrPu.md): Learn how to add a category rule on the Transactions page. - [Category rules: How to edit and delete](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-how-to-edit-and-delete/6a6X8SseDDnQxMuJJFgSeS.md): You can easily make changes to a category rule in order to adjust its application, or you can delete a category rule entirely. - [Category rules: How they are ordered and how to edit](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-how-they-are-ordered-and-how-to-edit/7DWFW4TaRxY53udmmunkcs.md): Learn about the importance of category rule ordering and how to make changes. - [Category rules: Applying a category rule to past transactions](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/category-rules-applying-a-category-rule-to-past-transactions/7DWFW4TaRynDGHgJRYVNDv.md): If you need to apply a category rule to past transactions, here’s how. - [The difference between category rules and filters](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/the-difference-between-category-rules-and-filters/7DWFW4TaRwWZGQ5nsHsvxH.md): The important differences between a category rule and a filter, and when you might choose one over the other. - [Managing work expenses in PocketSmith](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/managing-work-expenses-in-pocketsmith/6a6X8SseDCr5yvuP5QteAr.md): Keeping track of work expenses in PocketSmith is easy, check this guide out for some tips to help. - [Managing credit cards within PocketSmith](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/managing-credit-cards-within-pocketsmith/6a6X8SseDAYfGjFzSJJcf6.md): Check this guide out for tips on handing credit card transactions in PocketSmith. - [Managing refund or reimbursement transactions within PocketSmith](https://pocketsmith.helpkit.so/categorising-your-transactions/6a6X8SseDAvLKFX67jnPeQ/managing-refund-or-reimbursement-transactions-within-pocketsmith/8jrtdmUE4Y3X8gSki3Benh.md): How to ensure your refunds and reimbursements don’t show as income in your PocketSmith reports. ### [Budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C) - [Budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budgets/6a6X8SseDBETcMB6tJZ1Tn.md): Budgets help you plan your future income and expenses stay on track with your earning and spending. - [Creating a new budget](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/creating-a-new-budget/6a6X8SseDD2Q39ngxE8Arw.md): Use your budgets in PocketSmith to help stay on track with your earning and spending. - [Creating a transfer budget](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/creating-a-transfer-budget/6a6X8SseDCiLwjt7ZAWT13.md): Track transfers between your transaction accounts or towards your assets and debts in PocketSmith. - [Tips and tricks for creating budgets in PocketSmith](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/tips-and-tricks-for-creating-budgets-in-pocketsmith/6a6X8SseDArhbG6iZ4fMhf.md): Check out this guide to learn how to make the most of budgeting in PocketSmith! - [Budget forms for creating or editing budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budget-forms-for-creating-or-editing-budgets/6a6X8SseDABwacR6zzeQHP.md): There are two budget forms available when creating or editing budgets. - [The auto-budget tool](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/the-auto-budget-tool/6a6X8SseDBE4oJFmn2aXVJ.md): Use the Auto-budget tool to create budgets. - [Editing, moving or deleting a budget](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/editing-moving-or-deleting-a-budget/6a6X8SseDAYmHPZbewHoAj.md): Once you've created a budget, you can edit, move or delete it at any time. - [Reviewing and updating budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/reviewing-and-updating-budgets/6a6X8SseDCtqrWBgBNr4Ee.md): Learn how to easily review and update your budgets. - [Repeating budgets and how to delete or make changes to them](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/repeating-budgets-and-how-to-delete-or-make-changes-to-them/6a6X8SseDCjsgEcKi8N9HX.md): Sometimes budgets need to be updated so that they better reflect actual transactions. - [Budget event exceptions for repeating budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budget-event-exceptions-for-repeating-budgets/6a6X8SseDBPFwL54gzS6r7.md): You can make a one-off edit so that all other budgets in that series remain the same. - [Budget analysis panel](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budget-analysis-panel/7bc1xwJ1iCfJWrmgpi2xmG.md): Learn more about the budget analysis panel and the information it contains. - [Budget burndown chart](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budget-burndown-chart/7bc1xwJ1iBXEmniG1LMB7x.md): Use the burndown chart to analyse and check you’re on track with your budgets. - [Managing budgets for closed accounts](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/managing-budgets-for-closed-accounts/8fRLzLXdvPtaAoxw9XRZTi.md): What to do with budgets that are attached to now-closed accounts in PocketSmith. - [Using the Budget page: An overview](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/using-the-budget-page-an-overview/6a6X8SseDAwphuQWB572S2.md): The Budget page is your hub for creating and understanding your budgeted categories⚡️ - [Using the Budget page: Total Budget Summary](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/using-the-budget-page-total-budget-summary/7ejKm3rgq1PtRzWj2HpcQW.md): A closer look at the Total Budget Summary on the Budget page. - [Using the Budget page: Individual category budgets](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/using-the-budget-page-individual-category-budgets/7ejKm3rgq2LMGsviNSnCV3.md): Check this guide out to learn about individual category budgets on the Budget page. - [Using the Budget page: When a category can’t be rolled up](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/using-the-budget-page-when-a-category-can’t-be-rolled-up/7EoDL98mik4RW5bgCF3waG.md): When using roll-up, both categories must have the same transfer setting. - [Rollover budgeting](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/rollover-budgeting/6a6X8SseDCdFVeiNepCR7W.md): Rollover allows under-spent / under-earnt or over-spent / over-earnt amounts to be carried over from one budget period to the next. - [Distributing rollover surpluses](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/distributing-rollover-surpluses/6a6X8SseDDaX5V2S7Visy5.md): Check through this guide for more information on distributing rollover surpluses. - [Why we don't recommend having multiple concurrent budgets per category](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/why-we-dont-recommend-having-multiple-concurrent-budgets-per-category/6a6X8SseDB2dKNwiUN4BNS.md): We generally recommend only having one current repeating budget per category. - [How the Total Budget Summary is calculated](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/how-the-total-budget-summary-is-calculated/6ckLheF8SuVoQTZ2Yq9tAV.md): Check this guide out for some more information on the Total Budget Summary on the Budget page. - [Bill reminders: Paid bill showing as overdue](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/bill-reminders-paid-bill-showing-as-overdue/6a6X8SseDCBrB8mzdY9oHY.md): This guide will help you fix this and understand why it might occur. - [Fix a bill showing as overdue, when it was paid early](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/fix-a-bill-showing-as-overdue-when-it-was-paid-early/7gyyupEaCURQ3h2moG7znP.md): If you notice that a bill is showing as overdue but you just paid it early, there is a tool to help you easily mark it as paid. - [Budget showing as overspent when it’s not](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/budget-showing-as-overspent-when-it’s-not/8audCU24bvVwtyPa4M8A6V.md): If you have a budget that is always showing as overspent, but you’re sure it isn’t, this may be due to the Budget being assigned to an asset or debt instead of an account. This guide will walk you through the steps to resolve this issue. - [Envelope Budgeting in PocketSmith](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/envelope-budgeting-in-pocketsmith/6a6X8SseDCeqh35FpBavcM.md): An important guide to read through if you are from an envelope approach to budgeting background. - [Using Barefoot Investor principles with PocketSmith](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/using-barefoot-investor-principles-with-pocketsmith/6a6X8SseDAUvoUTxqfThjk.md): PocketSmith is a powerful tool for those following the principles of the Barefoot Investor. - [Managing savings in PocketSmith: Overview](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/managing-savings-in-pocketsmith-overview/6a6X8SseDAFnb3auDCtGrQ.md): A quick overview of some different approaches to managing savings in PocketSmith. - [Managing savings: Within only one account](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/managing-savings-within-only-one-account/6a6X8SseDBBbLTpmajDxNC.md): In order to track savings within a single account check this guide out. - [Managing savings: A single separate bills bank account](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/managing-savings-a-single-separate-bills-bank-account/6Y72ay89iMqdA43vFB5ySM.md): Tips and tricks for tracking your savings in PocketSmith with a separate savings account. - [Managing savings: Multiple separate bills bank accounts](https://pocketsmith.helpkit.so/budgets/6a6X8SseDBUaJ16SUBj86C/managing-savings-multiple-separate-bills-bank-accounts/6Y72ay89iMhTF7EwxFBLRE.md): Learn how to track your savings in PocketSmith with multiple savings accounts. ### [Calendar & forecasting](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU) - [Calendar & forecasting](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/calendar--forecasting/6a6X8SseDC6Tf6LVTYGKYJ.md): Create financial projections in minutes: every budget contributes to your forecast. - [Using the Calendar and Forecast graph](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/using-the-calendar-and-forecast-graph/6a6X8SseDAA8P3gNUSiqxi.md): Learn how to use the Calendar and Forecast graph - [Forecast: Viewing the forecast calendar in an external application or website](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/forecast-viewing-the-forecast-calendar-in-an-external-application-or-website/6a6X8SseDC4QbGBaJ2PMX6.md): You can send your PocketSmith forecast calendar to Google Calendar, iCal, Outlook, and any other application that can subscribe to the Webcal format. - [Troubleshooting the Calendar and Forecast graph](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/troubleshooting-the-calendar-and-forecast-graph/6a6X8SseDBKghPph6aab4k.md): The most common issues and fixes for the Calendar and forecast graph. - [Forecast: Account shows starting balance before transaction history begins](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/forecast-account-shows-starting-balance-before-transaction-history-begins/6a6X8SseDAVZmSfihgeTRB.md): Check this guide out if you have a starting balance showing for an account that is earlier than the account's transactions begin. - [Forecast: Correction events on the calendar](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/forecast-correction-events-on-the-calendar/6a6X8SseDCXsKgcFBoj3Ec.md): Different types of forecast correction events and how to add or modify your own events to keep your forecast in line! - [Forecast: Grey 'checkpoint' flag events on the Calendar](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/forecast-grey-checkpoint-flag-events-on-the-calendar/6a6X8SseDApRJ8a7YyWK8N.md): Read through this guide for information on the grey flags in the Calendar. - [Safe Balance: Overview](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/safe-balance-overview/6a6X8SseDAMcVJBUtxxfxM.md): Learn about our Safe balance beta feature here. - [Scenarios: Everything you need to know about scenarios in PocketSmith](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/scenarios-everything-you-need-to-know-about-scenarios-in-pocketsmith/6a6X8SseDAQ8gWy6LCbMW8.md): Learn about scenarios in PocketSmith here. - [Only using the calendar in PocketSmith and not importing transactions](https://pocketsmith.helpkit.so/calendar--forecasting/6a6X8SseDAXwf8ZqYunJuU/only-using-the-calendar-in-pocketsmith-and-not-importing-transactions/6a6X8SseDAKJS9tBHcLEqG.md): Learn about how you can use PocketSmith without importing any transactions. ### [Mortgages](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW) - [Managing mortgages within PocketSmith](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/managing-mortgages-within-pocketsmith/6a6X8SseDCfMp2tEvEtxoc.md): Check out the options below to get your mortgage set up in PocketSmith in a way that best suits you. - [Mortgages: Adding your home as an asset](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-adding-your-home-as-an-asset/6a6X8SseDBX5J6Quyt5Phz.md): Adding your home or property as an Asset in PocketSmith. - [Mortgages: Tracking an Interest-only mortgage](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-tracking-an-interest-only-mortgage/6a6X8SseDAMfNTojLdz9wa.md): How to manage your Interest-only mortgage below. - [Mortgages: Tracking mortgages without a feed](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-tracking-mortgages-without-a-feed-/6a6X8SseDC3gbew5AnZDLd.md): How to manage your mortgage without using a feed. - [Mortgages: Categorising mortgage repayments as an expense (with the interest portion as a transfer)](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-categorising-mortgage-repayments-as-an-expense-with-the-interest-portion-as-a-transfer/6a6X8SseDAws5LtBbgfnr7.md): Track your mortgage with repayments as an expense (and interest as a transfer). - [Mortgages: Categorising mortgage repayments as transfers (with the interest portion as an expense)](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-categorising-mortgage-repayments-as-transfers-with-the-interest-portion-as-an-expense/6a6X8SseDBJA9Qr4XD5bra.md): Check this guide out to learn about our repayments as a transfer mortgage tracking method. - [Mortgages: Tracking mortgages using Track Balance changes](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-tracking-mortgages-using-track-balance-changes/6a6X8SseDBap1nCqRAgfR3.md): Use this guide to learn about our Track Balance changes method. - [Mortgages: Tracking a Revolving Credit mortgage](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-tracking-a-revolving-credit-mortgage/7W4kLGFDRk9z4DfANDcg9W.md): How to manage a Revolving Credit mortgage in PocketSmith. - [Mortgages: Property purchase and loan drawdown transactions](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-property-purchase-and-loan-drawdown-transactions/6a6X8SseDASmzovZPvmsGe.md): Our recommendations to handle those drawdown and initial property purchase transactions. - [Mortgages: Duplicate loans or debts](https://pocketsmith.helpkit.so/mortgages/6a6X8SseDAT6MSTQW6yHFW/mortgages-duplicate-loans-or-debts/6a6X8SseDCm1iDSHEsWQRu.md): The steps to tidy up any duplicate loans or debts. ### [Dashboards](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh) - [Dashboards: An introduction](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/dashboards-an-introduction/6a6X8SseDBUcnZKsJrd6ET.md): The dashboard is fully customisable, allowing you to configure multiple individual Dashboards for a comprehensive view of your finances. - [Dashboards: How to guide](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/dashboards-how-to-guide/6a6X8SseDBmtzHfYYoqBYA.md): Steps on adding, customising and configuring your overall Dashboard. - [Dashboards: Templates](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/dashboards-templates/6a6X8SseDCVSx71u9qm33x.md): Easily add preconfigured dashboards using our dashboard templates. - [Dashboards: Widgets](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/dashboards-widgets/6a6X8SseDAT926LrVZ6RbA.md): We've built a whole range of widgets that you can add to your custom Dashboards for a comprehensive view of your finances. - [Dashboards: Troubleshooting](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/dashboards-troubleshooting/6a6X8SseDCAJMiAq8fb5EC.md): Find answers to frequently asked questions related to the Dashboard here. - [Using the legacy Dashboard](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/using-the-legacy-dashboard/6a6X8SseDAp7otqTXruTjG.md): A quick overview of the legacy Dashboard. - [Accounts list widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/accounts-list-widget/6a6X8SseDBL2bi3KcqnRRZ.md): The Accounts list displays a list view of your accounts balance, and the accumulative total balance. - [Budget widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/budget-widget/6a6X8SseDCFaMC2fgsjU7W.md): Use the Budget widget to keep track of your current budgets at a glance. - [Bill reminder widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/bill-reminder-widget/6a6X8SseDATQrLzqobo66H.md): Keep an eye on any overdue, paid, or upcoming bills with the Bill reminder widget. - [Balance graph widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/balance-graph-widget/6a6X8SseDDdVrN8Mv7E2JE.md): The Balance graph widget shows your total account balances over time. - [Balance alert widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/balance-alert-widget/6a6X8SseDB5aM97nvxWGf2.md): Keep an eye on your account balances and be alerted when they reach or exceed a chosen balance amount. - [Earning and spending widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/earning-and-spending-widget/6a6X8SseDAu8838NyMYsd2.md): The Earning and spending widget shows all of your earnings and spending over a selected date range. - [Category sankey widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/category-sankey-widget/6a6X8SseDDctaNx62vEcz6.md): The Category sankey widget offers a visual representation of how your money flows. - [Number unconfirmed widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/number-unconfirmed-widget/6a6X8SseDCBtk2fT6uPjWA.md): This widget shows the number of unconfirmed transactions. - [Number uncategorised widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/number-uncategorised-widget/6a6X8SseDAZML65cCugiHy.md): Use the Number Uncategorised widget to easily keep an eye on any new transactions that need to be categorised. - [Notes widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/notes-widget/6a6X8SseDCkXzPCiAkji8d.md): For any memos, thoughts, or reminders you might like to jot down. - [Net worth column widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/net-worth-column-widget/6a6X8SseDC3iyrV7btwZ2G.md): View a handy breakdown of your overall Net Worth from the Dashboard. - [Net worth banner widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/net-worth-banner-widget/71MN8ZAdYoSoPuFzZ7rktG.md): See the movements of your overall Net Worth month by month with the Net Worth banner widget. - [Transactions column widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/transactions-column-widget/6a6X8SseDCA6PfD3iu2EHo.md): The Transactions column widget shows the total sum of transactions over a selected date range as a column chart. - [Total balance widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/total-balance-widget/6a6X8SseDCMabTAZjkm8rj.md): Use the Total balance widget to keep an eye on your balances at different intervals. - [Time and date widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/time-and-date-widget/6a6X8SseDAJjpaBq4GZVCh.md): You can add the Time and date widget to your customisable Dashboard. - [Saved search widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/saved-search-widget/6a6X8SseDCwqNbc4HJLMaT.md): Keep an eye on recent transactions from any selected saved search with the Saved search widget. - [Feeds widget](https://pocketsmith.helpkit.so/dashboards/6a6X8SseDBUb5vxQijkBRh/feeds-widget/7Vaq7ychXMuyPbnKcYfMfc.md): The Feeds widget allows you to see the status of your syncing feeds at a glance. ### [Transfers](https://pocketsmith.helpkit.so/transfers/6a6X8SseDBBVDfN5RS3Zp6) - [Transfers](https://pocketsmith.helpkit.so/transfers/6a6X8SseDBBVDfN5RS3Zp6/transfers/6a6X8SseDCaFAfPnQpXadP.md): Transfers are transactions created when you move money between your own accounts. - [Transfer marking in PocketSmith](https://pocketsmith.helpkit.so/transfers/6a6X8SseDBBVDfN5RS3Zp6/transfer-marking-in-pocketsmith/6a6X8SseDCCaUF9ya2Hzdk.md): Transfer icons allow you to differentiate between your regular transactions and transfer transactions. - [Dealing with transfers in PocketSmith](https://pocketsmith.helpkit.so/transfers/6a6X8SseDBBVDfN5RS3Zp6/dealing-with-transfers-in-pocketsmith/6a6X8SseDB8MYYbYUAvYSa.md): It is best to assign transfer transactions to categories that are set up to specifically deal with transfers. ### [Reports](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2) - [Reports](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/reports/6a6X8SseDCQ4gEmSmtT7RM.md): PocketSmith has a variety of exportable reports to help analyse your financial activity! - [Using the Trends page](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/using-the-trends-page/6a6X8SseDDagFraq8QbK3L.md): The Trends page allows you to compare your spending overall, or within a specific category, over time. - [The Cashflow statement](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/the-cashflow-statement/6a6X8SseDBX2m4s8JkzR1J.md): The Cashflow Statement provides a month-by-month overview of your finances, both in the past and forecast into the future. - [Digest](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/digest/6a6X8SseDBXbgnyrqgByEC.md): The Digest provides a snapshot of your finances on a weekly, monthly or yearly basis. - [Using the Timeline](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/using-the-timeline/6a6X8SseDBE5URgxSrerT8.md): Transactions with added notes, images or files will appear on your Timeline. - [Income & Expense report: Overview](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-overview/6a6X8SseDCucxwxXHFJERo.md): A breakdown of your income and expenses into categories and allows you to compare your budgeted spending side-by-side with your actual spending. - [Income & Expense report: Main areas](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-main-areas/7EoDL98miknGYRZpqoSneT.md): Have look at the main figures shown on the Income & Expense report. - [Income & Expense report: Changing the date range](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-changing-the-date-range/7EoDL98mijkNvdL8PLADXs.md): Customise the date range to explore your earning and spending over different periods of time. - [Income & Expense report: Selecting the account you’d like to view](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-selecting-the-account-you’d-like-to-view/7EoDL98mii7ca4jn3tBbJS.md): Have a look at all your accounts in one go or drill into specific accounts for a closer look. - [Income & Expense report: Including or excluding transfers](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-including-or-excluding-transfers/7EoDL98mihXphSTSKuyn7T.md): How to exclude or include transfers from your Income & Expense reports. - [Income & Expense report: Nesting and roll-up](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-nesting-and-roll-up/7EoDL98miievTqeh7uLNwW.md): Some tips when it comes to nesting and rolling up your subcategories on the Income & Expense report. - [Income & Expense report: When a category can’t be rolled up](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-when-a-category-can’t-be-rolled-up/6a6X8SseDCnr6racc5SBMq.md): When using roll-up to analyse a sub-category within its parent category, both categories must have the same transfer setting. - [Income & Expense report: Show percentage of total](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-show-percentage-of-total/7EoDL98miizz47rjXowfbp.md): See what percentage of earning or spending a category accounts for. - [Income & Expense report: Rollover options](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-rollover-options/7EoDL98miiCqyBjCHurZgv.md): A look into the various rollover options available on the Income & Expense report. - [Income & Expense report: Filtering by category](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-filtering-by-category/7EoDL98miiUEdiWLhDFZxX.md): Looking to view a specific category on the Income & Expense report? Use the Filter by category search. - [Income & Expense: Saved reports](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-saved-reports/6a6X8SseDADKKXQDbcfwTC.md): Save different versions of the Income & Expense report, so you can easily view your favourite reports with just a click. - [Income & Expense report: Export and print](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-export-and-print/6a6X8SseDAaN6RLGsgoFAn.md): The Income & Expense report can be exported into a spreadsheet. - [Income & Expense report: Frequently asked questions](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-frequently-asked-questions/7paVzDPec1G5igopUH5tUc.md): A collection of FAQ regarding the Income & Expense report. - [Income & Expense report: Troubleshooting missing data](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/income--expense-report-troubleshooting-missing-data/8a3fNPLSJMrJd5MSCXm7L1.md): If your Income & Expense report is missing data, it’s usually due to the customised options applied to the report. - [Printing pages and reports](https://pocketsmith.helpkit.so/reports/6a6X8SseDBrzYELeJ73BE2/printing-pages-and-reports/6a6X8SseDC8qmKjgKE5TLn.md): Learn how to print reports and pages straight from your PocketSmith account! ### [Net worth, assets & debts](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj) - [Net Worth, assets & debts in PocketSmith](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-assets--debts-in-pocketsmith/6a6X8SseDCMawEStrPAE8n.md): Learn how to see your total financial value based on what you own and what you owe. - [Net Worth report: Overview](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-overview/6a6X8SseDBUex1KTwB6NTN.md): Learn about your Net Worth report and how it provides an overview of your total financial position. - [Managing your assets and debts: An overview](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/managing-your-assets-and-debts-an-overview/6a6X8SseDA9Z2rSTGKx3pw.md): Learn how to manage and track your financial assets. - [Net Worth report: Using the Net Worth report](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-using-the-net-worth-report/7EQBAdnwK5jKNCmZHSYC6h.md): A look into the Net Worth report. - [Net Worth report: Adding an asset or debt](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-adding-an-asset-or-debt/7EQBAdnwK6nkkbuHKuwpKy.md): A quick intro into adding and asset or a debt. - [Net Worth report: Viewing options](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-viewing-options/7EQBAdnwK5ZULzMcYXarpj.md): Learn about the different viewing options available on the Net Worth report. - [Net Worth report: Hiding an account](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-hiding-an-account/7EQBAdnwK7faibH2gs7ofR.md): How to hide an account from the Net Worth report. - [Net Worth report: The Net Worth graph](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-report-the-net-worth-graph/7EQBAdnwK4ScjEkLPn3Qi6.md): Check out the Net Worth graph. - [Net Worth: Frequently asked questions](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/net-worth-frequently-asked-questions/7EQBAdnwK6hVgxPn5GEV18.md): Some FAQ about Net Worth in PocketSmith. - [Viewing your Net Worth on the Dashboard](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/viewing-your-net-worth-on-the-dashboard/7EQBAdnwK6r3u4GzhrUDLa.md): Check out some options for viewing your Net Worth on the Dashboard. - [Viewing Net Worth on the Calendar](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/viewing-net-worth-on-the-calendar/7EQBAdnwK53woFqEwCyQCj.md): A look into viewing your Net Worth balances on the Calendar. - [Tracking small loans in PocketSmith](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/tracking-small-loans-in-pocketsmith/6a6X8SseDD2NQbBh5uyzRh.md): Learn how to track small loans in PocketSmith. - [Managing your assets: An overview](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/managing-your-assets-an-overview/7HYmoJ5MRu7iTfpKXqvUH7.md): An overview of assets in PocketSmith. - [Adding an asset to the Net Worth report](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/adding-an-asset-to-the-net-worth-report/7EQBAdnwK7gEWMRQbQYNar.md): How to an add a new asset. - [Editing the details of an asset](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/editing-the-details-of-an-asset/7EQBAdnwK4wYiFR2Vwh6C4.md): How to edit the details of an existing asset. - [Updating the value of an asset from the Calendar page](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/updating-the-value-of-an-asset-from-the-calendar-page/7EQBAdnwK51gYBVgvC7NMF.md): How to update the value of your asset overtime. - [Manage money owed toward an asset](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/manage-money-owed-toward-an-asset/7EQBAdnwK4LawQW6cionAn.md): The options for managing money owing toward an asset. - [Appreciation and depreciation settings for an asset](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/appreciation-and-depreciation-settings-for-an-asset/7EQBAdnwK5hshFe346MXnW.md): A look into the interest settings available for an asset. - [Deleting an asset](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/deleting-an-asset/7EQBAdnwK4DFGLHiHYqnJm.md): How to delete an asset. - [Tips for viewing assets on the Calendar page](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/tips-for-viewing-assets-on-the-calendar-page/7EQBAdnwK67qeEhZMUTB3P.md): Some tips when viewing your assets on the Calendar page. - [Managing the buying and selling of assets in PocketSmith](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/managing-the-buying-and-selling-of-assets-in-pocketsmith/6a6X8SseDC4QfMXudUah4N.md): Learn how to update your PocketSmith to show the buying and selling of assets, and how to manage their associated transactions 🚗🏡⛵️💰💎 - [Creating a transfer budget for an asset](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/creating-a-transfer-budget-for-an-asset/6a6X8SseDAyJvcXAf8UuuN.md): Learn how to set up a transfer budget to forecast investments and savings. - [Tracking your retirement fund in PocketSmith](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/tracking-your-retirement-fund-in-pocketsmith/6a6X8SseDD27FXuTrXkLtG.md): Learn about the different options for adding your retirement funds and tracking contributions in PocketSmith 💰📈 - [Managing investment accounts](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/managing-investment-accounts/6a6X8SseDCNBiAKmvJS9uG.md): Learn how to track and manage your investment accounts in PocketSmith. - [Troubleshooting: Interest rate/budget events not updating asset balance](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/troubleshooting-interest-ratebudget-events-not-updating-asset-balance/7PkUkB1XbKe6bsBexcS4zY.md): Quick tip if you notice your interest rate or budget events not updating your assets balance on the Calendar. - [Managing your debts: An overview](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/managing-your-debts-an-overview-/7HwoyDQBpGSgrEpiY3UCdT.md): Learn how to manage and track your financial debts. - [Adding a debt to the Net Worth report](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/adding-a-debt-to-the-net-worth-report/7EQBAdnwK5DdDgj92dsg9Q.md): How to add a debt on the Net Worth report. - [Editing the details of a debt](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/editing-the-details-of-a-debt/7HwoyDQBpHYzymecPZREWi.md): How to edit the details of an existing debt. - [Updating the value of a debt from the Calendar page](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/updating-the-value-of-a-debt-from-the-calendar-page/7HwoyDQBpGzj2pAaawcB9d.md): How to update the value of your debt overtime. - [Interest and depreciation settings for a debt](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/interest-and-depreciation-settings-for-a-debt/7EQBAdnwK5Mh7AiDBXEbe7.md): Check out the interest and depreciation settings for a debt in PocketSmith. - [Deleting a debt](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/deleting-a-debt/7HwoyDQBpGcTQMNL33DkGC.md): How to delete a debt. - [Creating a transfer budget for a debt](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/creating-a-transfer-budget-for-a-debt/6a6X8SseDCY6hWM7Gpdz86.md): Learn how to set up a transfer budget to forecast debt repayment. - [Troubleshooting: Interest rate/budget events not updating debt balance](https://pocketsmith.helpkit.so/net-worth-assets--debts/6a6X8SseDAohQfjgQVP5mj/troubleshooting-interest-ratebudget-events-not-updating-debt-balance/7EQBAdnwK4HY5rQMTMPh5J.md): Quick tip if you notice your interest rate or budget events not updating your debts balance on the Calendar. ### [Multi-currency](https://pocketsmith.helpkit.so/multi-currency/6a6X8SseDBfyRznV6vJTS3) - [Multi-currency: An overview](https://pocketsmith.helpkit.so/multi-currency/6a6X8SseDBfyRznV6vJTS3/multi-currency-an-overview/6a6X8SseDAA5o85oTGHWtJ.md): Learn about how the multi-currency features work in PocketSmith. - [Multi-currency in PocketSmith](https://pocketsmith.helpkit.so/multi-currency/6a6X8SseDBfyRznV6vJTS3/multi-currency-in-pocketsmith/6a6X8SseDAKECoWwhBEJJ2.md): Learn how multi-currency works in PocketSmith. ### [Files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF) - [Files: Overview](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-overview/7ANX8yaUK89C5ENLLHzRoP.md): The complete guide to Files in PocketSmith - [Files: Supported file types](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-supported-file-types/861AmazfJQ5yEKthQUzN8L.md): Check out our large range of supported file types. - [Uploading files: Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/uploading-files-files-page/8daZBku8RbpZhZeFGct6SJ.md): The various ways to upload files on the Files page. - [Uploading and/or attaching a file to a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/uploading-andor-attaching-a-file-to-a-transaction-/8daZBku8R9TnHYfmg8hoqp.md): How to upload/attach a file onto a specific transaction. - [Uploading and/or attaching a file to a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/uploading-andor-attaching-a-file-to-a-budget-event/8daZBku8RcErabL62ozkw7.md): How to upload/attach a file onto a specific budget event. - [Files: Unattach a file from a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-unattach-a-file-from-a-transaction/8daZBku8RakZgEZMofdZf3.md): Learn the steps to unattach a file from a transaction. - [Files: Unattach a file from a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-unattach-a-file-from-a-budget-event-/8daZBku8RbZVVE274Jrwrk.md): Learn the steps to unattach a file from a budget event. - [Editing files: From the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/editing-files-from-the-files-page/861AmazfJNJjAqQPNbuoxj.md): Editing your files from the Files page. - [Editing files: From a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/editing-files-from-a-transaction/8daZBku8Rcf4j3F937w2Xi.md): Editing your files via a transaction. - [Editing files: From a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/editing-files-from-a-budget-event/8daZBku8RbrAbPbg8m3WbW.md): Editing your files via a budget event. - [Files: Star a file from the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-star-a-file-from-the-files-page/8ch4XbZLXBT85gckmgkRQb.md): Star your files from the Files page. - [Files: Star a file from a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-star-a-file-from-a-transaction/8daZBku8RcxGJB1kPfZrL7.md): How to star a file from a transaction. - [Files: Star a file from a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-star-a-file-from-a-budget-event/8daZBku8RbVDUAF8sxaEx5.md): How to star files from a budget event. - [Files: Mark a file as important from Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-mark-a-file-as-important-from-files-page/8daZBku8RaoT3KgUigWLvd.md): Mark files as important from the Files page. - [Files: Mark a file as important from a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-mark-a-file-as-important-from-a-transaction/8daZBku8RbB9k97GJnxZMz.md): How to mark a file as important from a transaction. - [Files: Mark a file as important from a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-mark-a-file-as-important-from-a-budget-event/8daZBku8RaszMpR66A2k6h.md): How to mark a file as important from a budget event. - [Files: Labels](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-labels/861AmazfJQ2BZYRxjC1UHt.md): An overview of labels on files. - [Files: Add a label from the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-add-a-label-from-the-files-page/8daZBku8Rc3hS4UPW5JEFh.md): How to add a label to a file from the Files page. - [Files: Add a label from a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-add-a-label-from-a-transaction/8daZBku8Rb55fYLJJvhpnW.md): How to add a label to a file from a transaction. - [Files: Add a label from a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-add-a-label-from-a-budget-event/8daZBku8Rb24cpYVnaYPYw.md): How to add a label to a file from a budget event. - [Files: Add a label to multiple files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-add-a-label-to-multiple-files/8daZBku8RbbFQUFk2mFSb8.md): Add a single label to multiple files at once, - [Files: Remove a label via the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-remove-a-label-via-the-files-page/8daZBku8RchWQSM8jDBMda.md): How to remove a label from a file from the Files page. - [Files: Remove a files label via a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-remove-a-files-label-via-a-transaction/8daZBku8RayBgNcPh1bvet.md): How to remove a label from a file via a transaction. - [Files: Remove a files label via a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-remove-a-files-label-via-a-budget-event/8daZBku8R9UWxnHmjYdvN7.md): How to remove a label from a file via a budget event. - [Files: Replacing a files label](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-replacing-a-files-label/8daZBku8RaFZDXw6aRSLpC.md): How to replace a files label for another. - [Files: Deleting a files label](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-deleting-a-files-label-/8daZBku8RbowYHtgjFXJhE.md): How to fully delete a files label. - [Files: Files search](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-files-search/7ANX8yaUK9yxXcswcvrHcK.md): An overview of the Files search engine. - [Files: Search by keywords](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-search-by-keywords/8daZBku8RbzxRwoUVg4mZv.md): Search your files by keywords. - [Files: Search by date](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-search-by-date/8daZBku8RbLLSr8dTgU5uj.md): Look up files from a particular set of dates. - [Files: Search by file type](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-search-by-file-type/8daZBku8R9Qs7Wd8ADMyed.md): Filter search results by file type. - [Files: Deleting a file via the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-deleting-a-file-via-the-files-page/861AmazfJMtQP7PVBFmP3H.md): How to delete a file from the Files page. - [Files: Deleting a file via the Transactions page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-deleting-a-file-via-the-transactions-page/8daZBku8RcwkPv8vWncdsn.md): How to delete a file via a transaction. - [Files: Deleting a file via the Calendar](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-deleting-a-file-via-the-calendar/8daZBku8Rb8PhVGCsnKVA3.md): How to delete a file via a budget event. - [Files: Downloading files overview](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-downloading-files-overview/8fRLzLXdvMXhP3onCQHfHC.md): An overview of all the ways to download your files. - [Files: Download all files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-all-files/7ANX8yaUK6SJiZTQ3DH3iz.md): Download all files in bulk. - [Files: Download selected files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-selected-files/8daZBku8RaSYgbVKQFbsDb.md): Download a specific selection of files in bulk. - [Files: Download a file from the Files page](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-a-file-from-the-files-page/8daZBku8RcHkYfg9xQABzX.md): Download a particular file from the Files page. - [Files: Download a file from a transaction](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-a-file-from-a-transaction/8daZBku8R9Ebhm9Yg86xBJ.md): Download a file whilst looking at at transaction. - [Files: Download a file from a budget event](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-a-file-from-a-budget-event/8daZBku8Rcx319U4RUz4XY.md): Download a file from a particular budget event. - [Files: Download from the Timeline](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-download-from-the-timeline/8fRLzLXdvPk779p3GYB7hm.md): How to download files attached to transactions from the Timeline. - [Files sidebar: All files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-all-files/861AmazfJQBuaWDpSfHtHd.md): View all files uploaded to your PocketSmith. - [Files sidebar: Recently uploaded](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-recently-uploaded/7ANX8yaUK7yHKeGfrHvUon.md): View files uploaded within the last 7 days. - [Files sidebar: Important](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-important/7ANX8yaUK8jeykjJiWyuj5.md): View files marked as important. - [Files sidebar: Starred](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-starred/7ANX8yaUK7DbzVw8BSSDBu.md): View files that have been starred. - [Files sidebar: Unattached](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-unattached/7ANX8yaUK92xeg24Xg7KzR.md): View all files that have been uploaded but not attached to a transaction or budget event. - [Files sidebar: All attached files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-all-attached-files/7ANX8yaUK7G9e9VzGGf5MC.md): View only your files that have been attached to a transaction or budget event. - [Files sidebar: Emailed files](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-emailed-files/8daZBku8Rb7Zp9k7kyJhm8.md): View all files you have emailed to your Files inbox. - [Files sidebar: Labels](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-labels/8daZBku8RbeEENJsuL5jEn.md): View and filter files by their labels. - [Files sidebar: Categories](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-categories/7ANX8yaUK9ErFxn1ZCPfqw.md): View and filter files by categories a transaction or budget event belongs to. - [Files sidebar: Storage](https://pocketsmith.helpkit.so/files/7ANX8yaUK77SrYw2mm2HRF/files-sidebar-storage/7ANX8yaUK8j9PRTkZ2Ch4c.md): View your current storage usage and limit. ### [Managing your settings](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr) - [The profile menu](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/the-profile-menu/6a6X8SseDD9r2pcxnpqkyz.md): Use the profile menu to access and make changes to your settings and preferences - [Your profile picture](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/your-profile-picture/6a6X8SseDBxwZAmzVn9haq.md): Learn where your profile picture comes from and how it can be changed - [Managing your settings](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/managing-your-settings/6a6X8SseDBVym1xHbaXzdm.md): Learn about the different settings in PocketSmith and how you can manage them - [Changing the display name or timezone for your PocketSmith account](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/changing-the-display-name-or-timezone-for-your-pocketsmith-account/6a6X8SseDCc5VkfSU59qEy.md): Learn how to adjust your display name and timezone - [The country associated with your PocketSmith account](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/the-country-associated-with-your-pocketsmith-account/6a6X8SseDCPjcn33JQYXtB.md): Learn about why your PocketSmith account has a country associated to it - [Customising the standard date periods](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/customising-the-standard-date-periods/6a6X8SseDBZk49HTgazho1.md): Learn how to customise the standard date periods to match your preferences - [Currency settings](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/currency-settings/6a6X8SseDAvHSusomxEmo6.md): Learn about the different currency settings and how they can be customised - [Changing PocketSmith's display](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/changing-pocketsmiths-display/6a6X8SseDD7kDLThLDrGR1.md): Some tips on changing PocketSmith’s display settings. - [Options for resetting your PocketSmith account](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/options-for-resetting-your-pocketsmith-account/6a6X8SseDCwfTbxEEWhc2D.md): Learn how you can reset your total PocketSmith account or just specific areas like, you categories, budgets, transactions, etc - [Deleting your PocketSmith account](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/deleting-your-pocketsmith-account/6a6X8SseDBfv6dRLxyZbrw.md): Learn how you can delete your PocketSmith account and all of your data - [Email settings and options](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/email-settings-and-options/6a6X8SseDCJ7ZFFbprFa53.md): Learn about the email settings and options for your PocketSmith account - [Scheduling reminders in PocketSmith](https://pocketsmith.helpkit.so/managing-your-settings/6a6X8SseDAWRVCLoiFzccr/scheduling-reminders-in-pocketsmith/6a6X8SseDCgzgF6EFA2gXK.md): Learn how to to setup and manage reminders for categorising your transactions and checking your budgets ### [Collaborators](https://pocketsmith.helpkit.so/collaborators/7uxtwwKowjKgb4zuLzAc73) - [Shared access on your PocketSmith account: Overview](https://pocketsmith.helpkit.so/collaborators/7uxtwwKowjKgb4zuLzAc73/shared-access-on-your-pocketsmith-account-overview/6a6X8SseDCp1MQQUHMSy6T.md): Learn how you can invite others to access your PocketSmith account - [Shared access on your PocketSmith account: Instructions for the main PocketSmith account holder](https://pocketsmith.helpkit.so/collaborators/7uxtwwKowjKgb4zuLzAc73/shared-access-on-your-pocketsmith-account-instructions-for-the-main-pocketsmith-account-holder/7uZrmAZyY4V2bEvAXHnH1j.md): The steps to invite a Collaborator to share access to your PocketSmith account. - [Shared access on your PocketSmith account: Instructions for the Collaborator](https://pocketsmith.helpkit.so/collaborators/7uxtwwKowjKgb4zuLzAc73/shared-access-on-your-pocketsmith-account-instructions-for-the-collaborator/7uZrmAZyY5bAoTzxUeAPq8.md): The steps to accept your Collaborator invitation and to manage another PocketSmith account. ### [Billing & plans](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi) - [Billing & plans](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/billing--plans/6a6X8SseDBEWR46EbZLaoz.md): For information about our available plans, billing options and pricing. - [Your PocketSmith subscription plan](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/your-pocketsmith-subscription-plan/6a6X8SseDBgiZbfte97RBr.md): You can check or change your PocketSmith subscription within the web app at any time! - [Paying for PocketSmith](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/paying-for-pocketsmith/6a6X8SseDCVgJwxwe7CtDw.md): Find out how to update your card details, change your subscription, or gift a subscription to a friend. - [Re-enable paid features until end of subscription](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/re-enable-paid-features-until-end-of-subscription/6a6X8SseDD7enEKjDCz3U6.md): You can re-enable the paid features until the end of the subscription period that you paid for. - [Refund of your PocketSmith subscription](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/refund-of-your-pocketsmith-subscription/6a6X8SseDAjz6L9iMKAYyG.md): See if you are eligible for a refund should you decide PocketSmith isn’t the right fit for now. - [Managing your PocketSmith subscription on mobile devices](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/managing-your-pocketsmith-subscription-on-mobile-devices/6a6X8SseDAxbM4eRY3Dv8q.md): Learn how to make changes from your mobile. - [Subscribing via the App Store vs directly with PocketSmith](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/subscribing-via-the-app-store-vs-directly-with-pocketsmith/6a6X8SseDDmitrMkr5xFjQ.md): Subscription options shown in the App store. - [Tell-a-Friend](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/tell-a-friend/6a6X8SseDAAaWsUc7CXLxD.md): Share a 1-month trial of PocketSmith with friends and family, and get rewarded with extensions to your PocketSmith subscription. - [Invoices for PocketSmith subscription payments](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/invoices-for-pocketsmith-subscription-payments/77am5SwoiFtrYfPuT36xCh.md): View and download invoices for your PocketSmith subscription payments, as well as update the name that appears on your invoices. - [Creating a bill reminder for your PocketSmith subscription](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/creating-a-bill-reminder-for-your-pocketsmith-subscription/8bQ787KAvQVg8Z43higoPB.md): Create a bill reminder for your PocketSmith subscription so you can be notified when it’s coming up for renewal. - [Family Group: Overview](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-overview/6a6X8SseDB5W42g1AmVeDY.md): Learn about Family Groups in PocketSmith. - [Family Group: Invite a new member](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-invite-a-new-member/6a6X8SseDA8zwfBENCohwM.md): Add a new member to your family group to cover their PocketSmith subscription and benefit from a discounted rate. - [Family Group: Managing members](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-managing-members/6a6X8SseDBPHHy3R8jzsCV.md): Manage your Family Group by choosing the members' PocketSmith plan, removing members and more. - [Family Group: Delete an invite](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-delete-an-invite/6a6X8SseDAFYH6GsGXJo2s.md): If you need to, you can delete a recently sent invitation to a family member. You can only delete an invitation that has not yet been opened or accepted. - [Family Group: Resend an invite](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-resend-an-invite/6a6X8SseDBxwdHGZW5QtCf.md): If you manage a Family Group, you can resend an invite to a new member. You can only delete an invitation that has not yet been accepted. - [Family Group: Invited to be a member](https://pocketsmith.helpkit.so/billing--plans/6a6X8SseDCPiP5Hj7PkZEi/family-group-invited-to-be-a-member/6a6X8SseDCAPnEU6AXWbHA.md): If you've been invited to join a family group, this guide covers accepting your invite, both for users who are brand new to PocketSmith and those with existing accounts. ### [Security](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3) - [Security](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/security/6a6X8SseDBRbkCRnpnGuaf.md): The security of your data and personal information is of utmost importance to us. - [About Google Login](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/about-google-login/6a6X8SseDAfcJdKXb46nsj.md): You can create your PocketSmith account and sign in using your Google account to make it quicker to start managing your finances. - [Change the email address on your PocketSmith account](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/change-the-email-address-on-your-pocketsmith-account/6a6X8SseDBuxGic6XJNyQE.md): You can change the email address associated with your PocketSmith account within the PocketSmith security settings. - [Two-factor authentication (2FA) on your PocketSmith account](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/two-factor-authentication-2fa-on-your-pocketsmith-account/6a6X8SseDCRyoaD6QHZWFq.md): Add an extra level of security and set up two-factor authentication for your PocketSmith account. Make sure you keep your PocketSmith recovery codes somewhere safe! 🔐 - [Reset the password on your PocketSmith account](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/reset-the-password-on-your-pocketsmith-account/6a6X8SseDBvZXwmwxBY5xA.md): If you have forgotten your password or need to create a password for your PocketSmith account because you are using Google login, you will need to reset the password on your PocketSmith account. - [Changing the password on your PocketSmith account](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/changing-the-password-on-your-pocketsmith-account/6a6X8SseDCmPZeGfXPP3rn.md): You can update your password when logged into PocketSmith. This is important to do if you think your password has been leaked. - [Security: Support email addresses](https://pocketsmith.helpkit.so/security/6a6X8SseDCuRqMLPWMmas3/security-support-email-addresses/8qfYZj5ZR3zc5gcWoZLAgX.md): Use support email addresses to get customer support via a different email to the one associated with your PocketSmith account. ### [Mobile & Desktop apps](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH) - [Using PocketSmith on mobile](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/using-pocketsmith-on-mobile/6a6X8SseDCZFsN84J9umVa.md): Some information when it comes to using PocketSmith on your mobile. - [Mobile: Overview of PocketSmith mobile apps](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-overview-of-pocketsmith-mobile-apps/6FxpuR5tSasvyFExz2ZGGi.md): An overview of our iOS and Android companion apps. - [Mobile: Where can I find the mobile apps?](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-where-can-i-find-the-mobile-apps/6Kz4Xvh6S7FAaNy4MNAi7s.md): You can download the mobile apps from your relevant app store. - [PocketSmith Android App](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/pocketsmith-android-app/6a6X8SseDBjgGFWfz37WBU.md): Learn about the PocketSmith Android app. - [PocketSmith iOS App](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/pocketsmith-ios-app/6a6X8SseDArjtpkRLjGBgm.md): Learn the features of the PocketSmith iOS app - [Mobile: Dashboard tab](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-dashboard-tab/6Kz4Xvh6S844h7AKw957NK.md): Use your mobile dashboard to keep tabs on areas of interest whilst on the go. - [Mobile: Calendar tab](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-calendar-tab/6Kz4Xvh6S7owyZc33Mh2Rw.md): Information on the calendar tab in your mobile app. - [Mobile: Budgets tab](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-budgets-tab/6Kz4Xvh6S8ehEHoiCfTe6F.md): Use this guide for more information on the budgets tab. - [Mobile: Creating, editing or deleting budgets](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-creating-editing-or-deleting-budgets/6Kz4Xvh6S6JVcXb8Qr3TQp.md): Tips for making changes to your budgets from your mobile app. - [Mobile: Categorise and edit your transactions](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-categorise-and-edit-your-transactions/6Kz4Xvh6S8kfe5AARf6xp8.md): How to categorise and make edits to your transactions right from your mobile app. - [Mobile: Cash transactions and cash accounts](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-cash-transactions-and-cash-accounts/6Kz4Xvh6S9xqsTq8s8sKqi.md): Information on handling cash transactions in the mobile apps. - [Mobile: Settings and security](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-settings-and-security/6Kz4Xvh6S7wCMnmGoFE3VT.md): Learn more about the mobile apps settings and security. - [Mobile: Managing your subscription](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-managing-your-subscription/6Kz4Xvh6S8fKD2rdiSsQVJ.md): Managing your subscription on your mobile app. - [Mobile: Troubleshooting](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-troubleshooting/6Kz4Xvh6S85xup2C1N8Pct.md): Common mobile app troubleshooting questions. - [Mobile: Logging out](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-logging-out/6Kz4Xvh6S7R7bVZpiBkrfW.md): How to log out of your mobile app. - [Mobile: Your favourite budgets widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-your-favourite-budgets-widget/6Kz4Xvh6S85xdGNm9giS9W.md): Select your favourite budgets to view from your mobile app. - [Mobile: Your top accounts widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-your-top-accounts-widget/6Kz4Xvh6S8qs4krGvu3afw.md): Select your top accounts to keep an eye on these at a glance. - [Mobile: Your bank feeds widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-your-bank-feeds-widget/6Kz4Xvh6S6vGCiZd3y2FXk.md): Check your feed syncing status from the bank feeds widget in your mobile app. - [Mobile: Your current net worth widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-your-current-net-worth-widget/6Kz4Xvh6S7b7tSPBV69qi8.md): Keep an eye on your current net worth within your mobile app. - [Mobile: Your balances widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-your-balances-widget/6Kz4Xvh6S7hFAHs9NjmHUZ.md): Quickly scan your account balances on the mobile app. - [Mobile: Attachment inbox widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-attachment-inbox-widget/6Kz4Xvh6S8mLDCPDcMQwxd.md): Easily upload attachments to your attachment inbox from your mobile app. - [Mobile: Transaction search widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-transaction-search-widget/6Kz4Xvh6S9B8oVFTXhm4d8.md): Quickly search for transactions on your mobile app. - [Mobile: Transaction confirming widget](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/mobile-transaction-confirming-widget/6Kz4Xvh6S75NaK8K4LRPHN.md): Using your mobile app to confirm transactions. - [PocketSmith Desktop Apps](https://pocketsmith.helpkit.so/mobile--desktop-apps/6a6X8SseDAGPHm5D1QSQBH/pocketsmith-desktop-apps/6a6X8SseDBb2oCr38XAKbE.md): Learn about the PocketSmith apps for Windows, MacOS and Linux ### [Other](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD) - [Other guides overview](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/other-guides-overview/6a6X8SseDChmYhcdKmrkDt.md): Some of our user guides don't quite fit into a topic of their own. - [Using demo mode](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/using-demo-mode/6a6X8SseDC73ECGbXErcUQ.md): Try out PocketSmith with sample data before you get started with your own data. - [Becoming a beta tester in PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/becoming-a-beta-tester-in-pocketsmith/6a6X8SseDBamGuqEgRT5o2.md): Enable beta access to pre-release features that are currently being tested. - [Using PocketSmith on your mobile web browser](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/using-pocketsmith-on-your-mobile-web-browser/6a6X8SseDCANPX4kkjeLa2.md): Learn some tips on using PocketSmith from your mobile web browser. - [Using PocketSmith for a Business](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/using-pocketsmith-for-a-business/6a6X8SseDBkB1rZCUfUmC7.md): Some tips and tricks. - [PocketSmith affiliate program](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/pocketsmith-affiliate-program/6a6X8SseDCJ7tb5LRXZ7z3.md): Our affiliate program is perfect for bloggers, web marketers, social media influencers and people who share this passion and want to help people create a better future. - [Using PocketSmith in different languages](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/using-pocketsmith-in-different-languages/6a6X8SseDDfrALCSMyX4hw.md): At the moment, PocketSmith is only available in English. But you may be able to translate PocketSmith with tools within your chosen browser. - [PocketSmith API & developer keys](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/pocketsmith-api--developer-keys/6a6X8SseDC96CZjmTuug1T.md): PocketSmith has an API (Application Programming Interface) that can be used to retrieve and update PocketSmith data from external applications. - [PocketSmith MCP Server](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/pocketsmith-mcp-server/7kAdX4RMCR8v86WPmQ8TFg.md): Learn about our MCP server for connecting your PocketSmith data to AI tools. - [Pickle warnings](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/pickle-warnings/82SRxDRZCoZwSuXAM6UHWY.md): Learn about our Pickle warnings and when you might run into one. - [Page tips in PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/page-tips-in-pocketsmith/8mFhmJ8yhSBG8ydQkNENjr.md): A quick look at the page tips in PocketSmith and how to turn them off. - [‘While you wait’ tips on the Manage feeds page](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/‘while-you-wait’-tips-on-the-manage-feeds-page/8n8fbNnJJCRiXobVL6f66v.md): Enable or disable ‘while you wait’ tips on the Manage feeds page - [Backup and restore your PocketSmith data](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/backup-and-restore-your-pocketsmith-data/6a6X8SseDAT8aFHRy41WDj.md): Our backup and restore feature allows you to create CSV backups of your PocketSmith data. - [Restore accounts page](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/restore-accounts-page/6a6X8SseDD3DoJmYch5bf1.md): This help page only applies to when you're being shown a page with the message 'Attention required: restore these accounts' - [Get help with PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/get-help-with-pocketsmith/6a6X8SseDAa5BZfVfPfmNk.md): PocketSmith support. - [Getting help in PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/getting-help-in-pocketsmith/6a6X8SseDD23xGECEARn1W.md): You can submit feed issues, get instant answers with AI, read guides and ask the PocketSmith team questions from within PocketSmith. - [Why we don't offer phone support](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/why-we-dont-offer-phone-support/6a6X8SseDBoyHBTjY8SehE.md): We have a dedicated support team who are available via email to help you with any comment, inquiry or support needed with PocketSmith. - [Troubleshooting browser issues](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/troubleshooting-browser-issues/6a6X8SseDD6CMCWWDyzCXj.md): If you encounter loading issues in the PocketSmith web app. these may be caused by your internet browser or a browser extension. - [Improvements to PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/improvements-to-pocketsmith/6a6X8SseDAWJzoHMyWgFJz.md): We are constantly improving PocketSmith! This includes changes that you can see in PocketSmith and important unseen backend changes. - [PocketSmith Coaching](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/pocketsmith-coaching/7ANX8yaUK7aT5sorD5PbAa.md): Here you will find some information on our coaching directory. - [Using AI tools to help with PocketSmith](https://pocketsmith.helpkit.so/other/6a6X8SseDAzhPYAS7TAoGD/using-ai-tools-to-help-with-pocketsmith-/8n8fbNnJJCUizddMMEBDb8.md): Learn the best ways to use AI tools with PocketSmith ### [Advisor support](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL) - [Advisor support](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisor-support/6a6X8SseDAQ6y63phvBbtf.md): PocketSmith is the ideal tool for advisors to assist their clients in tracking and managing their finances. - [Advisors: Using PocketSmith as a financial advisor](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisors-using-pocketsmith-as-a-financial-advisor/6a6X8SseDAFnqvYbNDZNu1.md): PocketSmith is the perfect tool for financial advisors to help their clients track and manage their finances. - [Advisors: Setting up a PocketSmith account and tips for financial advisors](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisors-setting-up-a-pocketsmith-account-and-tips-for-financial-advisors/6a6X8SseDAfeaXX1Nwv7vS.md): We've compiled this guide to cover the basics of setting up a PocketSmith account, with tips specifically aimed at financial advisors to help you and your clients get the most out of PocketSmith! - [Advisors: Shared access on a PocketSmith account - Overview](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisors-shared-access-on-a-pocketsmith-account---overview/6a6X8SseDBpp3hMAMnVbYx.md): PocketSmith's shared access feature - known as Collaborators - is perfect if you're a financial advisor with permission from clients to access and manage their PocketSmith account. Collaborator access gives you shared access without clients having to share their login details. - [Advisors: Shared access on a PocketSmith account - Instructions for your client](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisors-shared-access-on-a-pocketsmith-account---instructions-for-your-client/7uZrmAZyY5MRz2H1zL1g23.md): The steps for your client to invite you to collaborate on their PocketSmith account. - [Advisors: Shared access on a PocketSmith account - Instructions for you as the Advisor](https://pocketsmith.helpkit.so/advisor-support/6a6X8SseDB1u1kAs4tdVaL/advisors-shared-access-on-a-pocketsmith-account---instructions-for-you-as-the-advisor/7uZrmAZyY4PKZjwucAcHC5.md): The steps for you to accept your collaborator invitation and managing a clients account. ### [Updates](https://pocketsmith.helpkit.so/updates/7bc1xwJ1iBCse3tw4ZKuVK) - [PocketSmith Product Updates](https://pocketsmith.helpkit.so/updates/7bc1xwJ1iBCse3tw4ZKuVK/pocketsmith-product-updates/7bc1xwJ1iBU3w6L4tL97SZ.md): Find where you can learn about recent releases and updates for PocketSmith - [Budget Analysis Reborn: Part One (2026-03-11)](https://pocketsmith.helpkit.so/updates/7bc1xwJ1iBCse3tw4ZKuVK/budget-analysis-reborn-part-one-2026-03-11/7bc1xwJ1iCtUw97DN96ZrH.md): Learn about changes to budget analysis - [Upgraded Experience for PocketSmith Web on Your Phone (2026-05-28)](https://pocketsmith.helpkit.so/updates/7bc1xwJ1iBCse3tw4ZKuVK/upgraded-experience-for-pocketsmith-web-on-your-phone-2026-05-28/7My42j3epG44tUX8zPJAR3.md): Learn about improved experience when using PocketSmith on mobile devices