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
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.
Hiding account balances
See how to track an account within your PocketSmith but hide its balance from specific areas.
Setting minimum balance alerts for my accounts
Set minimum balance alerts for accounts that have regularly scheduled payments.
Joint accounts
Managing joint accounts
Learn some ways how to set up and use joint accounts in PocketSmith.
Joint account examples
Learn from some examples of managing joint accounts within PocketSmith.
Account settings
Edit the details of your accounts
Learn how to edit your account details.
Track Balance Changes option for accounts
Learn about the Track Balance Changes option.
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
Learn about the balance settings available.
Troubleshooting accounts
Troubleshooting balance issues
Check out this user guide to discover the most common balance issues and how to correct them!
Resolving duplicate accounts in PocketSmith
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
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
Learn what to do with a closed bank account to make it display correctly.
Archiving and keeping transactions for old accounts
Learn how to archive closed accounts.
Delete a bank account from PocketSmith
How to delete a bank account.
Delete a bank from PocketSmith
Find the steps here to delete an entire bank from PocketSmith.
Grouped accounts
Grouped accounts: An introduction
Information on grouping accounts in PocketSmith.
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
Some information if you choose to group active accounts.