PocketSmith Setup - Step 3: The Transactions Screen скачать в хорошем качестве

PocketSmith Setup - Step 3: The Transactions Screen

Welcome to Step 3 of my PocketSmith beginner tutorial series! In this step, we’re diving into the Transactions Screen - the place you’ll use every day to review, edit, and organise your money with confidence. If you’re new to PocketSmith, you can get started using my affiliate link: 👉 https://my.pocketsmith.com/plans?ref=... ✨ What You’ll Learn How to navigate the Transactions Screen with confidence What each filter and view in the sidebar means How to review totals and understand your Income vs. Expenses How to edit a Transaction properly How to split a Transaction into multiple categories How to use Labels to group related spending The tools available for importing, exporting, and finding duplicates Display settings that make reviewing Transactions easier This module helps you build clarity and control - and sets you up perfectly for reviewing your first reports. 💡 Quick Pro Tips Set your screen to 200 entries to speed up review Check Uncategorized first - they affect reports the most Use Labels to group travel, projects, events, or special occasions Splits must be done manually - PocketSmith can’t auto‑rule them Use the totals panel to quickly sense‑check your spending Next up: Video 4 – Income & Expense View: Your First Insights 🌱 Connect with me Skool community: https://www.skool.com/money-confidenc... Website: www.defined.co.nz Facebook:   / definedcoach