About Pocketbook
About Us
- Which bank's do we currently support?
- What is Pocketbook?
- Why was Pocketbook created?
- What is syncing?
- How do you make money being free?
- How do I request for a new feature?
Pocketbook Security
Using Pocketbook Mobile App
Get started on Pocketbook mobile
- About this Pocketbook guide.
- Difference between mobile & web.
- Signing up with your email address.
- Setting up your first bank account.
- Adding your bills for the first time.
- Setting up your Safely Spend.
Setting up your bank on the app
Categorising a transaction
- How does automatic categorising work?
- How do I categorise transactions?
- Change / remove category applied.
- How do I create new categories?
- Rename / delete default categories.
- How do I edit my categories list?
Adding other data to a transaction
How to handle money transfers
Setting up your budget
Entering cash transactions
Managing your bills
Reviewing & analysing your spending
Managing your Pocketbook account
Troubleshooting for the mobile app
Using Pocketbook On The Web
Getting started on the web
- About this Pocketbook guide.
- Signing up with your email address.
- Setting up your first bank account.
- Adding your bills for the first time.
- Setting up your Safely Spend.
- Categorising your first transaction.
Setting up your bank on the web
- Setting up with my Bank on the web.
- What bank accounts can I add?
- How do I update my manual account?
- My Bank's not included, can I still add?
- Import QIF, OFX or CSV files manually.
- How far does my transaction go back?
Categorising a transaction
- How does automatic categorising work?
- How do I categorise transactions?
- Change / remove category applied.
- How do I create new categories?
- Rename / delete default categories.
- How do I edit my categories list?
Adding other data to a transaction
How to handle money transfers
Setting up your budget
Entering cash transactions
Managing your bills
Reviewing & analysing your spending
- How do I access the Analyse page?
- Can I view spending for a period?
- View spending for a specific account.
- Can I change the graph / chart type?
- Zone in to view specific categories.
- Zone in on sub-categories.