Mobile: Overview of PocketSmith mobile apps

The iOS app can be downloaded from the App Store 

The Android app can be downloaded from the Google Play Store

The Dashboard gives you an overview of your finances on the move.

From your Dashboard, you can get information on your net worth, top accounts, categorisation progress, and a summary of your budget tracking at a glance! You can click on the different widgets to access more information about your finances.

Tap Edit from the Dashboard if you want to change or rearrange your widgets:

Tap Calendar to view your budget events, as well as forecast and actual daily balances. You can also edit existing budgets or create new budgets from the Calendar:

The Calendar shows you, at a glance, when you have budget events scheduled.

First, ensure that the Calendar is set to view Budgets.

A green flag indicates an income budget, whereas a red flag indicates an expense budget. Grey flags indicate transfer budgets.

Tap on a date to view the budgets scheduled for that day:

Tap the + icon in the top right to create a new budget, or tap on an existing budget to edit or delete the budget:

For more detail on creating, editing, and deleting budgets, please see: Creating, editing, or deleting budgets

View balances on the Calendar by tapping Balances below the calendar.

The current date and any past dates will display the actual balance at the bottom right, whereas any future dates will display the forecast balance.

Scroll down to see a breakdown of contributing account balances.

Tap the Budget widget from the Dashboard or head straight to the Budget tab to quickly see an overview of both your budget summary and your individual budgets:

The top of the Budget tab screen shows a summary of your overall budget for the current calendar month: 

Scroll down to see how your individual budget categories are tracking for their respective current budget periods. If you use nested categories, you'll see the parent category in front of each of the sub-categories:

Select any of your individual budget categories to see all assigned transactions for that period. If you're viewing a subcategory, you'll see the parent category greyed out above the category name:

To see trends for a budget category, tap View trends when viewing the budget:

A trends graph will show, with a summary below for the selected budget period. To view the summary for a previous or future period, tap the corresponding column.

Tap Transactions to view the transactions that have contributed to the budget for the selected period:

To adjust the period reflected by the bar graph, or, the number of budget events/periods viewed overall, tap FILTERS and edit to suit:

You're able to create new budgets, edit existing budgets, or delete budgets from the Calendar tab. Tap Calendar at the bottom of the screen to access the Calendar tab:

Tap the + icon on the Calendar page to create a new budget:

Fill in the budget details, including category, date, budget type, amount, and frequency:

Tap Save to save your new budget

Within the mobile app, you are able to edit the following details for a budget:

To edit a budget, locate the budget or the specific budget event on the calendar:

Tap on the budget to view the budget details:

Edit the details as required, then tap Save

Choose how you'd like the budget changes to be applied:

Budget event change options:

You're able to delete a single budget event or an entire budget series, as shown below.

Locate the budget or the specific budget event on the calendar, then tap on the budget to view the budget details.

Tap Delete

Choose how you would like the deletion to apply:

Budget event change options:

Your favourite budgets widget lets you view your favourite budgets at a glance.

Tapping the top of the widget will take you to the overall budget screen, while tapping a category row will take you to that category's budget:

To select the budgets you'd like to display here, tap Edit and then tap on the cog beside 'Favourite Budgets' in the widgets list:

Use the toggle beside a category to select it as a favourite budget:

Your top accounts widget on the dashboard shows the current balances of your most-used accounts.

Tap on an account name to see the transactions within, or tap Tap to see more to view all of your accounts, edit account details, or change the order of your accounts.

To change the order of your accounts, tap Edit. 

You'll then be able to drag and drop accounts into your preferred order. Tap Done to save.

You're able to edit the account name, currency, or account type via the mobile app.

To get started, tap Edit:

Then, beside the account you would like to edit, tap 'Tap to edit':

Edit the account details as desired, and tap Save once you're happy with your changes:

Opening the mobile app will trigger a sync of your bank feeds.

The bank feeds widget on the dashboard shows an overview of your current bank feed sync status:

Tap the bank feeds widget to provide more details about the individual bank feed connections:

Tap the Net Worth widget from the Dashboard to see a break down of what you own and what you owe:

Below the graph, you'll see a list of all the included accounts, with the combined total at the bottom:

The Your balances widget displays the combined balance of all, or a selection, of your accounts. You'll be able to see both your actual and forecast balances.

Select 'Tap to see more' for more detail on this graph. From here, you can drag the slider (dotted line) forward or back to display different dates.

Below the graph, you'll see a list of all the included accounts, with the combined total at the bottom.

If you'd like to display only a selection of accounts here, you can do this by tapping the FILTERS button in the top right.

From here, you can toggle any accounts that you don't want to see here to off. You can also adjust the date range of the forecast by changing the number of months showing.

Categorise or edit your transactions straight from the mobile app!

From the transactions tab, select any transaction to make changes, add notes, labels, and attachments, categorise, create a category rule, and mark as a transfer.

Or, tap the categorisation widget from the Dashboard to see your uncategorised transactions.

Tap on a transaction, then tap Select a category to choose or create a category to be applied to it:

If you'd like to, you can create a category rule by tapping ADD RULE:

If the merchant description includes extraneous information, such as timestamps or transaction numbers, then it's best to edit the merchant keywords to exclude this information:

Tap Add Labels to choose or create a label, or Write a note... to add a note:

Tap the attachments field to add an attachment.

For more detail on adding files and photos to transactions, please see: Adding attachments to transactions

To mark a transaction as a transfer, simply select the checkbox to 'Mark as transfer' on the transaction edit form.

You can split a transaction into smaller amounts and categorise these differently.

Open the transaction you would like to split and select Split transaction

If you would like to split the transactions further, select Split transaction again.

Enter the amount of the transaction you would like to split and assign a category for this

The amount of the original transaction will update to reflect this new balance automatically. Apply the category you would like to this split.

Hit Save

Add attachments directly to existing transactions, or, if you've just made a purchase on the fly, you can store a photo of the receipt in your Attachment Inbox for attaching once the transaction has been imported into PocketSmith.

Tap on the Attachment Inbox to view any unassigned attachments.

Use the Attachment inbox widget to add and store a photo or a file until your transaction is imported into PocketSmith. The Attachment Inbox widget has two options for uploading attachments:

Once you have taken a picture or chosen a file, a preview will be generated. Click Upload to confirm your selection.

To upload an attachment to a transaction, tap the transaction in the Transactions tab, and tap the attachment inbox field.

Tap the ' +' icon and choose how you'd like to upload your attachment.

You can choose to take a photo, upload from the files on your phone, or choose from the files stored in your Attachment Inbox.

Once you've taken your photo or made your selection, a preview will show. Tap ' +' to add additional transactions, or tap '<' to return to the transaction edit form.

Tap Save to save your transaction.

To remove an attachment from a transaction, tap the transaction in the Transactions tab

Then tap 'View attachment'

You can then tap the file, then select 'Delete'

Tap the Transactions widget from the Dashboard to search your transactions!

You can also access the search bar from the Transactions tab.

Transaction confirming is an optional feature in PocketSmith, but if you like to confirm your transactions, you can quickly do this from the mobile app too!

Tap the Transaction confirming widget from the Dashboard to see a list of your unconfirmed transactions. 

Tap OK to confirm each transaction, or tap on a specific transaction if you want to make changes to it before confirming.

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!

Open the Transactions page and tap the Add cash transaction button

Tap Save (or  Save + Another if you'd like to add more)

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

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 add additional security to PocketSmith on mobile by adding a privacy PIN from the settings tab. If this is turned on, you'll need to enter your 4-digit PIN to open the app.

Tap the icon in the top right of the app to access the settings screen.

Once you've set up a PIN, this will also enable Touch ID to access the iOS app!

If you have a PIN set up, you can also enable multitasking mode. This means you won’t need to re-enter your PIN if you briefly switch to another app. The app will wait two minutes before requiring your PIN again.

By default, screenshots are not enabled within the Android app. However, you can enable screenshots from the settings tab by toggling 'Allow screenshots' to on.

(iOS13 only)

If you're running iOS13, and you've enabled Dark mode, PocketSmith will also change to a new dark mode display.

You can enable or disable dark mode in the iOS app, separate to the iOS settings, as shown below.

To access Dark mode, head to the Settings menu, then tap Select theme and choose Dark

While you cannot alter your subscription from within the PocketSmith Sidekick app itself, you can do this via your mobile browser 🙌 .

Check out Managing your PocketSmith subscription on mobile devices for all the details.

Offline behaviour

PocketSmith's mobile apps are cloud-based and, as such, require internet access to operate.

If your mobile device is offline, you'll see the following message:

Once you have internet access again, the app will function as normal ⚡️

Why have I been logged out?

You will be automatically logged out of the mobile app if you do not use the app for more than 30 days.

You'll then be logged out of your PocketSmith account on the mobile app. 🙌