Manage your accounts
Manage your accounts
Account Summary
The Account Summary page is where you manage your accounts, assets, and debts within PocketSmith.
Using the Account Summary page
The Account Summary lists all of your accounts, as well as assets and debts. Use this guide to check out some of the key areas of this page.
Adding a new account on the Account Summary page
An overview of different account types in PocketSmith and how to add them.
Change the display order of your accounts
You can change the order in which your accounts appear from the Account Summary page, or the Organize Accounts & Scenarios page.
Hiding account balances
If you would like to track an account within your PocketSmith but hide its balance from specific areas you can learn how to do this here.
Setting minimum balance alerts for my accounts
Set minimum balance alerts for accounts that have regularly scheduled payments. Alerts can help you stay on top of your bills, ensuring you always have enough money to cover the next one.
Joint accounts
Managing joint accounts in PocketSmith
There are different ways you can manage joint accounts in PocketSmith. How this is achieved within PocketSmith depends on your circumstances and personal preference!
Joint account setup examples
In this guide, we take a look at some examples of managing joint accounts in PocketSmith and the setup options available.
Account settings
Edit the details of your accounts
If you need to change some details about your accounts with PocketSmith, such as its name, account type, or currency, have a read of the information here!
Track Balance Changes option for accounts
The Track Balance Changes option allows you to maintain a balance history in the forecast calendar for linked feed accounts that don't contain transactions, or where the transactions in the account don't reflect all balance changes.
The interest settings for an account
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
The balance that you choose will be displayed in different areas around PocketSmith and provide a starting point for PocketSmith to calculate your account forecasts.
Troubleshooting accounts
Troubleshooting balance issues
If you've noticed that the current or historic balance is incorrect for an account, then check out this user guide to discover the most common balance issues and how to correct them!
Resolving duplicate accounts in PocketSmith
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.
An account is displayed under the wrong bank on the Account Summary
You may have added an account to the wrong bank initially, but don't worry as it is easy to change the bank that an account is listed under on the Account Summary.
Archive or delete banks accounts
Dealing with a closed bank account in PocketSmith
If you've recently closed a bank account that was connected to PocketSmith via a bank feed, it's best to unlink the account from the bank feed and zero any remaining balance. This user guide will show you how!
Archiving and keeping transactions for old accounts
Learn how to archive closed accounts.
Delete a bank account from PocketSmith
You may wish to delete a bank account from PocketSmith. This is useful if you've accidentally added an account, or if you've closed an account and don't want to keep any of its historical data.
Delete a bank from PocketSmith
Find the steps here to delete an entire bank from PocketSmith.
Grouped accounts
Grouped accounts: An introduction
Check this guide out for information on grouping accounts in PocketSmith, when it is recommended, when it isn’t and some tips and tricks.
Grouped accounts: How to guide
Learn the ins and outs of grouping accounts in PocketSmith.
Grouped accounts: How grouped accounts look within PocketSmith
Explore how grouped accounts are shown around PocketSmith compared to ungrouped accounts.
Grouped accounts: Caveats and tips
Though it isn't recommended, if you do decide you would like to group actively used accounts then we have some caveats and tips to help, which you can find here.