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A clear place to start.

Getting started with Pocket Accountant is a four-step routine: create a workspace, bring in records, review, and build a monthly routine. You don’t need to move your entire history on day one. Set up your workspace, add a few records, and build a routine from there.

  1. 01

    Create your workspace.

    Create a free Starter account and verify your email. Add your business details, then choose and review the money categories that fit your work.

    You do
    Confirm your business information and chart of accounts.
    Pocket Accountant helps
    The setup steps guide you through the information to review.
    Next
    Try a first task or finish setup and open your dashboard.
    Pocket Accountant dashboard showing income, expenses and records to review for fictional Harbor Studio.
    Actual Pocket Accountant screen · Fictional demo data
  2. 02

    Bring in your records.

    Start with a current invoice, an expense, a vendor bill or a business trip. If you are switching tools, keep your original exports and agree on a starting date and opening balances with your accountant.

    You do
    Enter records manually or upload supported files for review.
    Pocket Accountant helps
    The import workspace walks through files, columns, account mappings and validation.
    Next
    Check the imported details before posting. QuickBooks company and backup files are not supported.
    Pocket Accountant invoice editor with template and color choices beside the PDF preview.
    Actual Pocket Accountant screen · Fictional demo data
  3. 03

    Review before posting.

    Check dates, amounts, accounts and supporting details. With Pro, review connected bank activity and Pocket Assistant suggestions before applying them.

    You do
    Confirm what belongs in your books; investigate anything unfamiliar.
    Pocket Accountant helps
    Review tools flag possible duplicates and help you investigate differences.
    Next
    Apply the records you have checked. Connecting a bank does not transfer your old books.
    Pocket Accountant bank review showing activity to check and account choices before import.
    Actual Pocket Accountant screen · Fictional demo data
  4. 04

    Make time for a monthly review.

    Check recent activity, unpaid invoices and bills. Use Pro reports and budgets when you want a closer look at the period’s results.

    You do
    Choose a period and check that the records are complete.
    Pocket Accountant helps
    Your dashboard brings everyday totals together; Pro adds financial reports.
    Next
    Export supported reports for your accountant and decide what to review next.
    Pocket Accountant Income vs Expenses report, May–October 2026; illustrative sample data.
    Layout from the supplied report · Interactive sample loads with JavaScript

A few things to know

Do I need to enter everything at once?

No. You can begin with current activity and add records as you go. Review the dates and accounts so reports reflect the records you intended to include.

Can I use Pocket Accountant on my phone?

The web interface adapts to smaller screens. The Android app uses the same Pocket Accountant account; native subscription purchases use Google Play.

Start with a few records.

Create your Starter account at $0. No credit card required.

Sign up now

Your business. Your records.
You make the final call.

Review suggestions and approve changes.
Your decisions stay in your hands.

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