PocketSmith + Stream Deck
accounting · analytics · 0 triggers · 14 actions
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes. Add PocketSmith to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use PocketSmith
Add PocketSmith to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in PocketSmith.
Create Category
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create Transaction
Create one transaction in a specified transaction account and return the created financial record.
Get Budget
Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serving it, although the probe did not establish that every call does so.
Get Budget Summary
Analyze the user's combined income and expense budget over a required date range and period interval.
Get Current User
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Get Transaction
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
List Accounts
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
List Categories
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
About PocketSmith
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
accountinganalytics
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect PocketSmith
Follow the setup prompts for PocketSmith. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a PocketSmith action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect PocketSmith?
- Sign up for Conductor Deck, then add a PocketSmith step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate PocketSmith with your Stream Deck
Sign up for free and start building PocketSmith workflows in minutes.