Question 1

How do I add an expense?

Accepted Answer

Open Add Transaction, choose Expense, select the account to pay from, then enter the amount, category, date, and notes.

Question 2

How do I create a budget?

Accepted Answer

Open Budgets, create a new budget, choose the category and amount, then review the period and any alert threshold settings.

Question 3

How do I create a support ticket?

Accepted Answer

Signed-in users can open /support/new to create a ticket. You can also review your existing ticket list from /support.

Question 4

What are People?

Accepted Answer

People are contact-style records you can use when tracking balances, reimbursements, settlements, loans, or transactions that involve another person.

Question 5

What is a financial account?

Accepted Answer

A financial account is any place where money is stored, spent from, or received into, such as cash, a bank account, or another tracked account.

Question 6

What is a Personal Subscription?

Accepted Answer

A Personal Subscription tracks a service or membership you personally pay for, such as Netflix, ChatGPT, a gym membership, or software.

Question 7

What is a Recurring Transaction?

Accepted Answer

A Recurring Transaction is a scheduled financial entry for something that repeats regularly, such as rent, salary, allowance, or a routine transfer.

Question 8

What is a reimbursement?

Accepted Answer

A reimbursement records money that someone should pay back to you after you covered a cost on their behalf.

Question 9

What is a settlement?

Accepted Answer

A settlement records money paid or received to clear a balance between you and another person.

Question 10

What is Smart Entry?

Accepted Answer

Smart Entry lets you describe one or more financial actions in natural language and turns them into draft records for review before saving.

Question 11

What is Smart Pocket?

Accepted Answer

Smart Pocket is a personal finance app for tracking accounts, transactions, budgets, recurring activity, reimbursements, and reports in one place.

Question 12

What Smart Pocket plans are available?

Accepted Answer

The available Smart Pocket plans depend on the current platform configuration. Open the subscription area to view the live plans and current billing options.

Question 13

Can I attach screenshots or PDFs?

Accepted Answer

Yes. Support tickets can include private attachments such as screenshots or PDF files when they help explain the issue.

Question 14

How are categories used?

Accepted Answer

Categories organize spending and income for reports, filters, and budgets. Use Groceries & Household for supermarket and home essentials, and Dining Out for restaurants, cafes, and takeout.

Question 15

How do I record a reimbursement payment?

Accepted Answer

Open the reimbursement and record the payment you received so the remaining amount and status update correctly.

Question 16

How do I record a subscription payment?

Accepted Answer

Open the subscription and use the payment action to mark it paid so Smart Pocket can record the payment with the linked account and category.

Question 17

How do transfers between accounts work?

Accepted Answer

A transfer moves money from one financial account to another without treating it as new income or a new expense.

Question 18

What are Spaces?

Accepted Answer

Spaces help you separate activity into contexts such as family, work, or a shared household, with room for members and role-based participation.

Question 19

What happens when I exceed a budget?

Accepted Answer

The budget shows that you have gone over target so you can review the category, adjust spending, or update the budget.

Question 20

What is the difference between a Personal Subscription and a Recurring Transaction?

Accepted Answer

Use Personal Subscription for a service or membership contract with provider, billing cycle, renewal date, and payment status. Use Recurring Transaction for a repeated financial activity such as rent, salary, allowance, or regular transfers.

Question 21

What is the difference between reimbursement and settlement?

Accepted Answer

A reimbursement tracks money that someone owes you back after you covered a cost. A settlement records the act of paying or receiving money to clear a balance.

Question 22

What should I configure first?

Accepted Answer

Start with your profile, default currency, and the default Cash and Bank accounts, then record your first transaction so balances and reports begin with useful data.

Question 23

Where can I view my current plan?

Accepted Answer

Open your subscription settings to view the plan currently attached to your account and the billing details available there.

Question 24

Why must I review AI results before saving?

Accepted Answer

AI suggestions are drafts, not final records. Review them to confirm amounts, dates, categories, accounts, and direction before anything is saved.

Frequently Asked Questions

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