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.
- Click on the 'Tour' option on the Dashboard.
- PocketSmith will populate your account with 2 sample bank accounts, transactions, categories, budgets and a forecast.
- 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.
- 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.