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Mobile: Your balances widget

Quickly scan your account balances on the mobile app.

Your balances widget

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.

iOS
iOS
Android
Android
 
 

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.

iOS
iOS
Android
Android
 
 

Balance options

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.

iOS
iOS
Android
Android
 

You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.


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