Using PocketSmith on your mobile web browser

Our mobile apps are designed as a companion to the web app, so they do not include all the same features as the web app.

At times, you might want to log in to your PocketSmith account in the web browser on your mobile phone to access a report or change a setting that is only available on the web app. If you are looking for some tips and tricks for using PocketSmith web on the go, this guide is for you!

You can access the mobile menu from any page by clicking on the hamburger menu icon in the top right-hand side of the page.

Here, you will be able to access the menu options you are accustomed to from PocketSmith on your desktop or laptop.

You can easily look through your widgets on the Dashboard by scrolling up and down or swiping left and right.

We still have our Mobile dashboard template you might like to make use of. This is a single column of widgets so that you can easily scroll down and see all your included widgets without the need to swipe between columns.

For more information on this, see: Mobile dashboard.

For more information on Dashboards in PocketSmith, please see: Dashboards: An introduction.

Click on the sidebar toggle to open the Transaction page options:

For more information on the Transactions page, please see: Using the Transactions page.

Click on the sidebar toggle to open the Calendar page options.

For more information on using the Calendar in PocketSmith, please see: Using the Calendar and Forecast graph.

Click on the sidebar toggle to open the Budget page options. Clicking on a particular budget will open the Budget Analysis Panel.

For more information on the Budget page, please see: Using the Budget page.

And more information on creating Budgets, please see: Budgets.

You can access all your regular reports from the web app on your mobile by logging into PocketSmith on a web browser:

Let’s take a closer look at how each of these looks on a mobile web browser now! And for a further summary of our Reports available, please see: Reports.

Click the sidebar toggle to open the Income & Expense page options.

For more information on the Income & Expense report, please see: The Income & Expense report.

You can read more on the Cashflows statement here: The Cashflow statement.

Swipe from side to side to view the Net Worth, Assets and Debt sections separately:

For more information on the Net worth report, please see: Net worth, assets & debts.

Click on the sidebar toggle to open the Trends page options.

For more information on the Trends page, please see: Using the Trends page.

Click the sidebar toggle to open the Digest options.

Read more about the Digest here: Digest.

Click on the sidebar toggle to open the Timeline options.

Read more about the Timeline here: Using the Timeline.

The Manage tab provides access to all the pages you will be used to from the web app on a browser. In the section below, we will look into these pages and how they look when accessing PocketSmith web from your mobile.

You can read more about Feeds here, Feeds.

Click on the sidebar toggle to open the Categories page options.

For more information on categories in PocketSmith, please see: Categories.

Click on the sidebar toggle to open the Account Summary page options.

Learn more here: Using the Account Summary page.

Change between the tabs to view each page and make any changes you need.

For more information on these pages, please see:

Check out your accounts and any groups they might be in, as well as secondary or unused scenarios.

This is one of the pages where you can categorise your transactions. You may find it useful to scroll across to access the link to the Transactions page, or use the Desktop mode for a full view of the page.

You can read more about categorising your transactions (and all the different ways) here: The different ways to categorise your transactions.

If you are moving to PocketSmith from another app, we would definitely recommend doing this from a desktop or laptop where possible.

You can read more on this here: Moving to PocketSmith from another personal finance app.

You can read more about the categorise by merchant page here: Categorising transactions: Categorise by merchant.

You can read more on backing up and restoring your PocketSmith data here: Backup and restore your PocketSmith data. We would recommend doing this from a desktop or laptop where possible.

You can read more about uploading, editing and managing your files here: Files overview.

When you enter this mode, the page will zoom out, and you’ll be able to use pinch gestures to zoom in and out of the page and pan the view around the screen. This can be particularly useful when accessing the Calendar and Budget page on your browser.

This mode gets reset back to the regular mobile view when you load the next page in the app, or refresh the current page.

To easily jump back to your PocketSmith account via your web browser, you may like to add this to the home screen of your phone.

Here are the steps for other main browsers for both iPhone and Android:

Below, you will see the main PocketSmith iOS app (white background) and PocketSmith Web (purple background) as well: