Other
Other helpful guides
Other guides overview
Some of our user guides don't quite fit into a topic of their own. So we've compiled those extra - still just as important - user guides into this collection!
Using demo mode
If you would like to try out PocketSmith with sample data before you get started with your own data, you can try out our demo mode!
Becoming a beta tester in PocketSmith
If you'd like to try out new features before they are released to everyone, you may want to join the beta program. Enable this within PocketSmith for access to pre-release features that are currently being tested.
Using PocketSmith on your mobile web browser
Learn some tips on using PocketSmith from your mobile web browser.
Using PocketSmith for a Business
PocketSmith is not designed for business use. However, some users use it to track their small businesses or side hustles, such as Airbnb, investment properties, family trusts, etc., often alongside their personal finances. This guide shows how this can be done best.
PocketSmith affiliate program
At PocketSmith we believe in providing people with the best tools to understand their past, present and future finances. Our affiliate program is perfect for bloggers, web marketers, social media influencers and people who share this passion and want to help people create a better future⚡️
Using PocketSmith in different languages
At the moment, PocketSmith is only available in English. But you may be able to translate PocketSmith with tools within your chosen browser.
PocketSmith API & developer keys
PocketSmith has an API (Application Programming Interface) that can be used to retrieve and update PocketSmith data from external applications.
PocketSmith MCP Server
Use our MCP server to connect your PocketSmith account to any AI assistant that supports the Model Context Protocol.
Pickle warnings
Learn about our Pickle warnings and when you might run into one.
Back up and restore
Backup and restore your PocketSmith data
Our backup and restore feature allows you to back up your categories, category rules, and transaction data into seaprate CSV files, which you can then use to restore your account and transaction data into PocketSmith.
Restore accounts page
This help page only applies to when you're being shown a page with the message 'Attention required: restore these accounts'
PocketSmith Support
Get help with PocketSmith
PocketSmith support.
Getting help in PocketSmith
You can submit feed issues, get instant answers with AI, read guides and ask the PocketSmith team questions from within PocketSmith.
Why we don't offer phone support
We have a dedicated support team who are available via email to help you with any comment, inquiry or support needed with PocketSmith 🎉
Troubleshooting browser issues
If you encounter loading issues in the PocketSmith web app, such as a page not loading, or page changes not updating, these may be caused by your internet browser or a browser extension.
Improvements to PocketSmith
We are constantly improving PocketSmith! This includes changes that you can see in PocketSmith and important unseen backend changes.
PocketSmith Coaching
Here you will find some information on our coaching directory.