fix problems on PocketSmith Sidekick [iphone]

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—— Run into issues on PocketSmith Sidekick? Get help pending when official support gets back to you!

PocketSmith Sidekick
Info:
company: PocketSmith
: https://pocketsmith-companion.s3.amazonaws.com/support/index.html
: www.pocketsmith.com
Chat with our AI-based PocketSmith Sidekick Support
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Features issue

Cannot attach paper receipts

Fix: To manage your receipts, take photos of them using your phone's camera and store them in a dedicated folder in your photo gallery. You can t... ⇲

Missing cash flow forecast feature

Fix: While waiting for a cash flow forecast feature, you can manually create a cash flow projection by tracking your income and expenses in a spr... ⇲

Inability to split transactions

Fix: As a workaround, you can create separate transactions for each part of a split transaction. For example, if you spent $50 on groceries and $... ⇲

Basic and limited features

Fix: Focus on mastering the basic features available in the app. Create a routine for tracking your expenses and income, and utilize the budgetin... ⇲

No ability to transfer between accounts

Fix: To manage transfers between accounts, manually record the transaction in both accounts. For example, if you transfer $100 from your checking... ⇲

Missing calendar view

Fix: While waiting for a calendar view feature, consider using a separate calendar app to track important financial dates, such as bill due dates... ⇲
 
Compatibility issue

Limited functionality compared to website

Fix: To maximize the app's functionality, regularly check for updates as developers may add features over time. Make sure you are using the lates... ⇲

PocketSmith Sidekick redirects to website

Fix: If the app redirects you to the website frequently, try to identify which features are causing this. Use the app for basic tracking and rese... ⇲
 
Login issue

Login issues with Google account

Fix: If you're having trouble logging in with your Google account, try clearing the app's cache or reinstalling the app. This can resolve any tem... ⇲
 
Support issue

No response to support inquiries

Fix: While waiting for a response from support, check the app's FAQ section or user forums for common issues and solutions that other users have... ⇲
 
Bugs issue

Inconsistent categorization functionality

Fix: To manage categorization, create a consistent set of categories that you will use for all transactions. Stick to these categories to avoid c... ⇲

PocketSmith Sidekick feels half-finished

Fix: Focus on the features that are available and try to make the most of them. Create a routine for using the app that emphasizes its strengths,... ⇲
 
Search issue

No search feature for categories

Fix: As a workaround, you can manually scroll through your categories to find what you need. Consider organizing your categories in a logical ord... ⇲
 
Customization issue

No widget for timeline view

Fix: To keep track of your financial timeline, consider using a third-party widget app that allows you to create custom widgets for your home scr... ⇲
  Have a specific Problem? Resolve Your Issue below:
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 what users are saying
Good experience
47.1%

Bad experience
43.1%

Neutral
9.8%

~ from our NLP analysis of 51 combined software ratings.

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 Private Data PocketSmith Sidekick collects from your iPhone
  1. Data Linked to You: The following data may be collected and linked to your identity:
    • Financial Info
    • Location
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

  Cost of Subscriptions
  1. Premium: $10.99 - Live bank feeds - Automatic and manual transaction importing - Automatic categorization - Unlimited budgets - 10 accounts - 10 years' projection
  2. Super: $18.99 - Live bank feeds - Automatic and manual transaction importing - Automatic categorization - Unlimited budgets - Unlimited accounts - 30 years' projection