Selecting the account you'd like to view
The side panel allows you to choose which accounts you include in the Income & Expense Statement. Any accounts with a green tick are included in the current report being viewed. Untick or tick to make changes to your selection.
Note
When viewing a single account or selection of accounts, the category totals displayed will only include transactions that have occurred within the selected account(s).
Budgeted figures will only show for a category if the budget has been assigned to the account, or one of the accounts, being viewed.
To learn more about budgets in PocketSmith, please see: Creating a new budget
You can read more on the Income & Expense report in our overview guide: The Income & Expense report: Overview