Mobile: Your top accounts widget

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:

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