Before you start: explore a sample account

Welcome to PocketSmith!


You may wish to take a look at what a populated PocketSmith account looks like before you start. If so, please follow these steps once you've created your account with us.

  1. Click on the 'Tour' option on the Dashboard.

  2. PocketSmith will populate your account with 2 sample bank accounts, transactions, categories, budgets and a forecast.

  3. When it's done, click around the application to see how it's set up. Use the menu at the top of the application to explore the different pages.

  4. When you're satisfied, go back to the Dashboard and click the 'Delete sample data' button to restore your account back to its empty state.
     
Next step: Set up your first account and import its transactions.



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