Pockity Frequently asked questions, tips and documentation for Pockity - Simple personal budgeting and expense tracking

Creating Ledgers

Create a New Ledger on iOS:

1. In the main ledgers list view, long press on the “New” button in the bottom toolbar.
2. From the context menu, tap on “New Ledger”
3. Fill out the name for the ledger. A default currency, based on your iOS locale, will be assigned. You may change this if required.
4. Tap on “Done”

Create a New Ledger on macOS:

1. With Pockity.app focused, from the File Menu, select “New Ledger”
2. In the form presented, fill out the name for the ledger. A default currency, based on your iOS locale, will be assigned. You may change this if required.
3. Click on “Create”

When a new ledger is created, Pockity automatically configures the default list of categories. You may add or remove categories from the list.

No accounts are created when a new ledger is created, you will need to setup at least:

• One account to create expense or reimbursement entries
• Two accounts to create transfers

Useful Links

• Focus Modes
• Shared Ledgers
• Currencies