Important
Generally, we only recommend grouping accounts together if they are now closed and no longer actively used - so that you can keep their transaction history in your Pocketsmith.
For more information, see this introductory guide: Grouped accounts: An introduction
Dashboard tip: Alternative to grouping accounts
If you are wanting to view certain accounts together e.g. Savings accounts or Joint accounts, you can use the Accounts list widget from the customisable Dashboard to do this without needing to group them.
For more information on this, please see: Tips using the accounts list widget.
Viewing your grouped accounts around PocketSmith
If you do decide to group your accounts, for more information on viewing your these and how they look around PocketSmith, please see: Grouped accounts: How grouped accounts look around your PocketSmith
Importing bank files into a grouped account
Bank files can be imported into an account within a group via the Account summary.
- Head to the Account summary, and navigate to the group that the account is within.
- Click MANAGE GROUP, then select the account you would like to import the bank file into under 'Accounts in this group'
- Select Import bank file under 'Transactions'
- Drag and drop, or choose the file you'd like to import
- If you're importing a CSV file, choose or create a CSV
- Select the appropriate import option and then click Import my transactions > click OK
Adding manual transactions to a grouped account
You can add manual transactions to an account within a group via the Transactions page.
For all the details, please see: Adding manual transactions to a grouped account.
Editing the forecast balances for accounts that are grouped
You can read more about the steps to manually reset the forecast balance for accounts that have been grouped here: Manually reset the Forecast Balances for accounts that are grouped.