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DuckyHelper in PocketSmith

DuckyHelper sees PocketSmith on your screen and, in early access, works in it with its own cursor to track your transactions, review your budgets, summarize spending, manage categories, and update accounts. It's built to ask before it sends or pays, and explains or draws on PocketSmith when you want to learn it.

Try asking
  • “List the transactions and create a transaction”
  • “Create a category in PocketSmith”
  • “Show me how to create a transaction”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Transactions in PocketSmithDone in 5sExample
List the transactions and create a transaction
  1. Listed the transactions in PocketSmith
  2. Created a transaction

Done in PocketSmith.

PocketSmith
Done
Created a transactionin PocketSmith
Worked for 5s
Listed the transactions
Created a transaction

Drawn from PocketSmith's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in PocketSmith

Each one is something PocketSmith itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this transaction to me”
  • “Where do I find the categories in PocketSmith?”
  • “Show me how to create a transaction”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens PocketSmith and looks things up for you.

  • List the transactions
  • List the categories
  • List the accounts
  • List the transaction accounts
  • Look up a transaction
  • Look up a budget
  • Look up a budget summary
  • Look up a current user

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create a transaction
  • Create a category
  • Update an account
  • Update a transaction
  • Update a category
  • Update the transactions
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep an eye on PocketSmith for you: every weekday morning it looks, then tells you what's new.

Each run is still built to ask before it sends or pays. Turn it off or change it any time in Work › Automations.

Make this automatic?Schedule
New transactions in PocketSmith
WhenEvery weekday at 9:00 AM
DoesList the transactions
ThenTells you what's new

Always on · early access on Mac

Why Use DuckyHelper?

Works in PocketSmith like you do

  • Early access: it sees PocketSmith on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in PocketSmith signed in as you
  • Finishes multi-step jobs across PocketSmith and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains PocketSmith out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in PocketSmith: it answers out loud and can draw on PocketSmith to show you where things are. In early access on Mac it also works in PocketSmith with its own cursor, signed in as you, while you keep using yours.

For example: “List the transactions and create a transaction” and “Create a category in PocketSmith”. Or ask about what you see: “Show me how to create a transaction”. Doing the work for you is in early access on Mac.

No. Open PocketSmith and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between PocketSmith and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by PocketSmith. It works in PocketSmith the same way you do, on your screen.

Try it in PocketSmith.Press one key and ask.

It sees PocketSmith, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.