Learn Centre
Learn to use PocketSmith
Transfers
Transfers
Transfers
Transfers are transactions created when you move money between your own accounts.
Transfer marking in PocketSmith
A transfer icon marks any transaction identified as a transfer in PocketSmith, allowing you to differentiate between your regular transactions and transfer transactions.
Dealing with transfers in PocketSmith
To ensure that transfers are dealt with accurately in PocketSmith, it’s best to assign transfer transactions to categories that are set up to specifically deal with transfers.