Getting started on the web
- About this Pocketbook guide.
- Signing up with your email address.
- Setting up your bank account for the first time
- Adding your bills for the first time.
- Setting up your Budget (mobile only feature).
- Categorising your transactions for the first time.
Setting up your bank on the web
- How do I add my BOQ account to Pocketbook?
- My account uses token authentication - can I still add it?
- 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 it?
Categorising a transaction
- Creating a sub category on the web
- How do I categorise a work reimbursement?
- How does automatic categorising work?
- How do I categorise transactions?
- Change / remove category applied.
- How do I create new categories?
Adding other data to a transaction
How to handle money transfers
Setting up your budget
Entering cash transactions
Managing your bills
- Bills with a changing transaction description.
- Manual bills without past transactions.
- How does Pocketbook bills work?
- What is archive for a bill?
- Can I remove or delete a bill?
- How do I view bill details?
Reviewing & analysing your spending
- Why doesn't analyse show credits/net 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.