✨ Seeing random categories appear in PocketSmith? It usually means your bank feed has auto‑categorization turned on — which can create categories you don’t want. To turn it off: Manage → Feeds → Select your bank account → Settings → Untick Auto‑categorize transactions → Save. From then on, PocketSmith will only use the categories you set up.

Hi team, happy Friday Eve. It's a long weekend here in New Zealand, yippee 😃 Over the last couple of months, I've been working to create a video series for new users. Ive just launched this and hopefully will help some of the teething issues for new users, but also give some tips and ideas to existing users too. Would love your feedback- did you learn anything new from watching these? What is helpful and what would your still like to know if you are a new user? https://youtube.com/playlist?list=PLm8apcRh041v4g2Y-konImXUGBBXN5TWT&si=epc3VpP5S6MKiCWA Please like and share this 👍

It's the 1st of the month, great day to update you net worth! Do you track your full networth in PocketSmith?

Hey team, happy Saturday. Last day of the month today, great day for updating any uncategorized transactions, checking transactions have been categorised correctly 😀

How confident do you feel using PocketSmith?