Managing your settings
Your profile
The profile menu
Use the profile menu to access and make changes to your settings and preferences
Your profile picture
Learn where your profile picture comes from and how it can be changed
User preferences
Managing your settings
Learn about the different settings in PocketSmith and how you can manage them
Changing the display name or timezone for your PocketSmith account
Learn how to adjust your display name and timezone
The country associated with your PocketSmith account
Learn about why your PocketSmith account has a country associated to it
Customising the standard date periods
Learn how to customise the standard date periods to match your preferences
Currency settings
Learn about the different currency settings and how they can be customised
Changing PocketSmith's display
Some tips on changing PocketSmith’s display settings.
Options for resetting your PocketSmith account
Learn how you can reset your total PocketSmith account or just specific areas like, you categories, budgets, transactions, etc
Deleting your PocketSmith account
Learn how you can delete your PocketSmith account and all of your data
Email settings and options
Emails: Settings and options overview
Learn about the email settings and options for your PocketSmith account
Emails: Account summary
Set up an account summary to be sent straight to your email inbox.
Emails: Financial digest
Learn about the financial digest email.
Emails: Bill reminder emails
Learn how to schedule email bill reminders.
Emails: Changing email preferences or unsubscribing
Learn how to update your email preferences.
Scheduling reminders in PocketSmith
Learn how to to setup and manage reminders for categorising your transactions and checking your budgets.
Emails: What to do if you are not receiving emails from PocketSmith
Troubleshoot not receiving emails from PocketSmith.