Importing transactions into PocketSmith

One of the first things you should do is import your bank transactions into PocketSmith for analysis and tracking. You are able to add transactions to your Transaction Accounts in PocketSmith in four ways. 
  • Express import tool - If you have used another application and want to move your transactions to PocketSmith
  • Bank Feed - For paid subscriptions, you can import your transactions automatically from your bank
  • Importing transaction files - If you are on the Free plan or we don't support a Bank Feed from your bank, you can import transaction files downloaded from your bank
  • Manually entered transactions - You can also manually enter the transactions, such as your cash transactions

Express Import Tool


If you're coming from another personal finance tool, you can migrate your data over in a matter of minutes. Please follow these guides:

Bank Feed service


We offer Bank Feeds for paid subscriptions. This enables you to connect your accounts directly to your bank, and get your transactions imported automatically.

To get started, please follow the instructions on this article: How to set up automatic bank feeds.

Uploading a Bank Statement


Most online banking sites offer downloads of your transactions. PocketSmith accepts OFX, QFX, CSV and QIF formats. When you upload a CSV file, you're also able to specify a category column with your upload, which helps when importing data from other financial software.

For more information on where to upload your bank statements, see the uploading transactions article. Please also read the article on how PocketSmith deletes overlapping transactions with uploads.

Manually entering transactions


The transaction upload form also includes the ability to add manual transactions one-by-one, which is good for cash accounts. To add manual transactions, simply follow the steps in this article

Manual transactions can co-exist with the Bank Feed service connected transaction accounts, and won't be over-written when new transactions are imported.

Note that this does not apply for file upload based accounts. For your convenience, PocketSmith removes overlapping transactions if a file is upload that features an overlapping date range.

Read more regarding this here: uploading transactions and overwrites.




Transactions

  1. Transactions page overview
  2. Importing transactions into PocketSmith
  3. Dealing with cash transactions
  4. Manually add transactions to an account
  5. Deleted transactions keep returning
  6. Export specific transactions
  7. Searching your transactions
  8. Editing Saved Searches, Filters and Category Rules
  9. Delete a Saved Search, Filter or Category Rule
  10. Find the original merchant name for a transaction
  11. Dealing with transfers between accounts
  12. Change the order of Saved Searches, Filters and Category Rules
  13. Transactions with "&amp" in the merchant name
  14. Transactions page pie chart
  15. Remove transfers from the transactions pie chart
  16. Exporting all of your transactions
  17. Viewing all the transactions in a category
  18. Categories changing back or disappearing on some transactions
  19. Transactions uncategorized when imported from Live Feed
  20. Pending transactions from the Live Feed
  21. Allowing re-import of deleted live bank feed transactions
  22. Brackets around negative values
  23. Move transactions to another account
  24. Reviewing imported transactions
  25. Marking transactions as transfers
  26. Splitting a transaction
  27. Deleting a transaction
  28. Using Filters to automatically categorize and edit transactions
  29. Edit a transaction
  30. Edit many transactions in bulk
  31. Using Category Rules to automatically categorize transactions
  32. Send business expenses to Xero
  33. How to use Labels for transactions
  34. Error message about Account Code, when sending transaction to Xero
  35. Add Labels to transactions
  36. Rename or delete a Label
  37. Changing the merchant name of a transaction
  38. Categorize your transactions
  39. Remember a category for a merchant
  40. Stop new categories from automatically appearing
  41. Restoring the original merchant name to a transaction
  42. Find and edit the Filter that was applied to a transaction
  43. Categorize items page

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