Web Reference: Welcome to Step 3 of my PocketSmith beginner tutorial series! In this step, we’re diving into the Transactions Screen - the place you’ll use every day to review, edit, and organise your money... 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 budgetsfor each of your categories to track your earning and spending and work towards your financial goals! PocketSmith is the best personal finance software to make managing your money easier. Over 367,000 people use PocketSmith to manage their money and reach their financial goals. “Gives an in-depth look at how much money you have now and in the future.” “Offers a crystal ball for your money.”
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