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Customising the standard date periods

Learn how to customise the standard date periods to match your preferences

Adjust the start of the standard date ranges used throughout PocketSmith so they work best for you. You can choose:

  • the day that a week starts
  • the day that a month starts
  • the month that a year starts
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Beta feature

The custom start date is currently a beta feature that is available to all users, not just those who opted into beta features.

As it is in beta, it may not work as expected.


Changing when the date periods start

  1. Go to User preferences Your details and options from the profile menu
  1. In the Date range start points section, select a start point for each date period from the drop-down
  1. Click SAVE AND RELOAD
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Where these customised date periods are used

These customised date periods can be used in many reports and views across PocketSmith, from the Budget page to the Dashboard.

You will see a link to change your settings in the date range options pop up:

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