Learn Centre
Learn to use PocketSmith
Getting Started
Getting started with PocketSmith
Welcome to PocketSmith!
We are here to help get you started on your journey with PocketSmith.
Getting started: Overview
A walk through of getting started with PocketSmith.
Getting started: Step one - Adding bank accounts and importing transactions
Start here to get started with your PocketSmith account.
Getting started: Step two - Adding categories and categorising transactions
Customise your categories to fit you to start seeing getting insights into your money movements.
Getting started: Step three - Creating budgets
Check out getting started with budgets in step three of getting started.
Getting started: Step four - View and analyse the data using PocketSmith's reporting and forecasting features
Get a closer look at your data!
Getting started: Frequently asked qestions
A quick FAQ of some common questions.