Frequently asked questions
I'm new to this, what's the best way for me to get started?
To get started you’ll want to add your transactions and accounts to PocketSmith. Bank feeds are the most convenient way to add your accounts and transactions. Once you've added your transactions, sort them into categories. Next, set budgets for each of your categories to track your earning and spending and work towards your financial goals!
Can I try out PocketSmith with demo data before I get started?
Sure thing! After creating an account select the DEMO MODE option. PocketSmith will provide you with sample data so you can get a feel for the system.
Can I use PocketSmith without bank feeds?
Yes - if you can’t add bank feeds to connect your accounts, you also have the option to import bank files into PocketSmith
Can I use PocketSmith without importing transactions with bank feeds or bank files?
You sure can! Check out this user guide for more information: Using PocketSmith without bank feeds or bank files
How do I bring my data into PocketSmith?
The best way to do this is to use our bank feeds feature which means your transaction history is imported and automatically updated every time you log in to PocketSmith. You can also import bank files to backfill your transaction history beyond the bank feed, or if you'd prefer not to use bank feeds!
I'm using another personal finance manager at the moment, can I migrate to PocketSmith and bring all my data?
Yes, it's easy! Just check out our user guide: Moving to PocketSmith from another personal finance app
Can I create my own categories, or will PocketSmith create them all for me?
It's up to you! If you'd prefer to create your own, that's all doable from the categories page. PocketSmith will also try to categorise your transactions for you as best as possible, but if you'd prefer not to use this feature, you can learn more about automatic categorisation from the bank feed and how to turn it off here: Automatic categorisation of your transactions from the Bank Feed