How do I update my manual account?

You're in the guide for the web version of Pocketbook. This function is for the web version only.

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You can update your manual account by importing a QIF or OFX file to this account. Please take care to do the following as well:

  1.  Ensure the date of your data export excludes dates already included in Pocketbook for this account
  2. Update the account balance for this account. To do this:
    1. Go to Setup 
    2. Find the manual account you just uploaded to
    3. Click on the corresponding balance number/s. Result: An entry field will popup in its place
    4. Edit the number and click the tick to update.
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