Tip of the Week - Auto-Categorization
✨ 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.
1:07
0
0 comments
Carlene McEwen
1
Tip of the Week - Auto-Categorization
powered by
Money Confidence - PocketSmith
skool.com/money-confidence-pocketsmith-5743
Mattering your money using PocketSmith
Build your own community
Bring people together around your passion and get paid.
Powered by