Founder's Use Case
Learn how other founders use Pocket to manage their finance
- How to Use "Comment" Feature
- How to Match a Bank Outflow to a Bill
- How to Categorize Transactions in Pocket: A Use Case Guide
- Q: Does Pocket Provide Annual Tax Filing & 1099 Filling?
- If I find an incorrect transaction, what should I do?
- Monthly Tasks and Communication with Pocket
- My Amazon/Shopify Receivables balance looks high. What could be driving that?
- FAQ: Invoices and Income Statement Categorization
- Introducing Factor Financing Lenders and Their Services
- How to Set Up Invoice Ingestion Properly and Avoid Double Counting Sales
- How to Find a Specific Transaction
- How do I create a new account in my Chart of Accounts?
- How to Add a Personalized Chart of Accounts in Pocket
- How to Track and Gross Up Your Bank Deposit Based Sales
- Do I need to manually adjust actual income before chargebacks on platforms like Faire, Shopcanal, Amazon, etc?
- Recommendations for Customers Experiencing Frequent Bank Disconnections
- Chart of Accounts - How can I merge (or combine) accounts together?
- # Upload files in Pocket
- How to setup Contractors in Pocket for 1099 reporting
- How to add a note to a transaction in Pocket