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.
The security of your data and personal information is of utmost importance to us. We work really hard to ensure that your data is kept safe.
Check out our dedicated Security page to learn more.
Once you sign up for a paid PocketSmith account, you will be billed periodically (monthly, quarterly or annually depending on which plan you chose) from the day you sign up for a paid account, or upgrade from a free account. The subscription is paid for in advance.
If you upgrade from a free account to a paid plan, you will be charged the same day for the subsequent month.
If you upgrade your plan from another paid plan, you will be billed for the new plan amount on your next billing date, shown on the Subscription & upgrade section under Settings.
If you cancel your subscription within 14 days of purchase, please contact our Support Team to request a full refund of your last subscription payment.
If the cancellation occurs after the first 14 days of purchase, monthly subscriptions are not eligible for a refund. For quarterly or annual subscriptions, please contact us to request a refund of the remaining full months of subscription.
If you cancel your subscription but are not eligible for a refund, you can continue to use the paid features for the duration of your original subscription period ✨ You can learn how to do this here: Re-enable paid features until end of subscription
While using PocketSmith, you'll find Get help, which is under the Help menu. You can also contact us by emailing [email protected]
Additionally, you can see what we're working on or suggest an improvement on our Learn Center — What we're working on now.