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Mobile: Your top accounts widget

Select your top accounts to keep an eye on these at a glance.


Your top accounts widget

Your top accounts widget on the dashboard shows the current balances of your most-used accounts.

Tap on an account name to see the transactions within, or tap Tap to see more to view all of your accounts, edit account details, or change the order of your accounts.

iOS
iOS
Android
Android

Change the order of your accounts

To change the order of your accounts, tap Edit. 

iOS
iOS
Android
Android

You'll then be able to drag and drop accounts into your preferred order. Tap Done to save.

iOS
iOS
Android
Android

Edit the details of your accounts

You're able to edit the account name, currency, or account type via the mobile app.

To get started, tap Edit:

iOS
iOS
Android
Android

Then, beside the account you would like to edit, tap 'Tap to edit':

iOS
iOS
Android
Android

Edit the account details as desired, and tap Save once you're happy with your changes:

iOS
iOS
Android
Android
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Related guides

You can read more on the mobile apps in our overview here: Mobile: Overview of PocketSmith mobile apps.

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