Cash transactions & cash accounts
If you frequently use cash to pay for things, you may have created a cash account on the PocketSmith web app to track these transactions (learn more here: Dealing with cash transactions). You can also easily add cash transactions and set up new cash accounts straight from your mobile device!
Adding new cash transactions and creating cash accounts
Open the Transactions page and tap the Add cash transaction button
Note If you don't already have a cash account, tap Add a cash account. From here, you can give the new cash account a name and starting balance, then tap Create new account to save.
Tap Save (or Save + Another if you'd like to add more)
Alert
If you created a manual cash account on our web app before January 28, 2018, this will not be available from the Account options on the mobile app. You'll just need to change the account type (on the web app), so it is an official Cash account as outlined here: Edit the details of your account
Deleting cash transactions
Locate the transaction you'd like to delete, either from the Transactions page or from its respective account via the Home page
Tap the transaction and tap Delete
Changing the balance of a cash account
If the cash account balance is incorrect, it isn't possible to change this within the mobile app.
However, you can do this on the web app by updating the Calculated closing balance option. Learn more about changing this here: Balance options for an account
You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.