Connect your bank with PocketSmith and import your transactions automatically.
Keep track of your spending your way with categories, labels, and notes.
Track accounts from different countries and currencies at daily exchange rates.
PocketSmith was recommended by Xero as the only alternative to Xero Personal.
Create cash projections to see your daily bank balances up to 30 years into the future.
Plan your money in a calendar and see what you’re meant to have each day.
Test your decisions to see future outcomes and take uncertainty out of your planning.
Budget according to periods that are meaningful to you: daily, weekly, monthly and more.
Summarize the financial facts that matter to you, and see them in one place.
Keep track of what you own and what you owe. Add property, mortgages, loans and more.
See a report on how much you’ve earned and spent for any chosen date range.
A monthly breakdown of your historical and future financial activity.
Learning to be ‘Good With Money’ can be stressful and overwhelming. In her debut book, The Broke Generation’s Emma Edwards uses real life examples to help readers create a sense of financial calm, not chaos. How do you build a better relationship with money, while enjoying the things that add most value to your life? Read on to find out!
We sat down with Ruth Henderson, The Happy Saver and asked her some big questions about our spending habits.
Debt can come in many forms. Credit cards, student loans, and medical costs are some of the most common. Despite its reputation, debt isn’t inherently bad either.
The things we spend money on are uniquely personal to us. But our memories aren’t infallible, and without having a system to track spending in place, it’s almost inevitable that we end up overspending in certain areas. In this article, I’ll share a few of the ways that I began to take control of my spending and how you can start to manage your money better too.
The Barefoot Investor is a financial guide followed by thousands of people around the world. Find out how to structure this unique system in PocketSmith!
If you’re looking for a celebrated financial plan to help you take control of your money, we encourage you to read this post, watch videos and to get a copy of the book.
Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
Read how Kevin found control over his spending and paid off his debts!
Keeping a budget is a bit like owning a pet tiger. It can be beautiful, powerful and hungry, but it needs love and care to thrive. While a budget is a key part of personal finance, it can be difficult to maintain, so here are some tips on how to stick to your budget like a pro.
Calculating your personal net worth means knowing your exact financial position. It gives you a simple strategy for managing your money, and a confident answer to the age-old question, “How much money do you have?”
With the cost of living rising, financial stress can easily take hold. Especially as we all feel the force of rising inflation reducing our effective take-home pay, managing your financial life is becoming more important than ever. Learn how to manage your money with PocketSmith.
To help you stay on top of your finances, we've made it easy to set-up reminders to check your budgets and categorise your transactions.
We are a recently-married couple in southern California. We’re both under 30, and focused on making smart decisions together for our family’s financial future 😊
Over the last 10 years, we’ve learnt a thing or two about financial advice. Our best advice, when it comes to finances, is that there isn't one solution that suits everyone. There’s no magic cookie cutter solution. Financial advice isn't a one-size-fits-all glove. It depends on who you are, and what your situation is.
Mike is the software engineer responsible for the parts of PocketSmith that you can see and interact with. See how he uses PocketSmith as chief family budget planner to run a lean household budget.
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
Meet Mindy, our designer! She’s responsible for tailoring PocketSmith’s design, both for things you see in the app, and for bits and pieces we publish to social media and our websites. Mindy also works closely with our user experience team to continually improve parts of PocketSmith!
Meet Amanda! Brace yourselves, because she’s one of the biggest power users in our team. Amanda’s setup for tracking and paying off debt is pretty crafty — so if you’re looking to do the same, you’re going to want to read this!
Meet Jayson! As our Product Coordinator, he informs our development roadmap by keeping tabs on user feedback and requests. He keeps his ear to the ground and meets with key members of our teams to ensure that our projects are constantly moving forward.
I’m 62 and living in sunny Napier; married to a builder and working 4 days a week as a Dental Therapist. I love my work!
I am — first, and foremost — a Dad and Husband, which means I am toy- and house-mender, Lego builder, and head Fort builder.
I am a wandering Kiwi — 13 years into working overseas in Australia and now the UK. I work in tech.
Meet Jason! He’s our CEO and a co-founder of PocketSmith. Jason created the original idea for our product, which has grown by leaps and bounds since its very first version in 2008.
Hannah is a financial force. She is the founder and director of enableMe — Financial Personal Trainers, a Chartered Accountant, a Master of Taxation Studies, Author, TV Personality and Mum of two.
Meet Regan! He’s one of our software engineers. He works on new features for PocketSmith, fixes up those pesky bugs, and makes sure the system runs like a well-oiled machine.