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.
Only financial tool I've come across in the past four years that gives you the ability to accurately forecast your accounts in a way that makes sense: graph, calendar and cash flow views in any scenario.
Austen Haines
USA
I've been using PocketSmith properly for over a year now and must say it has been an absolutely FANTASTIC tool for taking control of my finances and getting a better awareness of my money.
Teddy Dereje
New Zealand
"I discovered PocketSmith a couple of years ago and we’ve been best friends since pretty much day one. It has helped me fix the rather unhealthy relationship I was having with my wallet... I use it primarily to track and keep on top of my everyday expenses across my different bank accounts, but also to have a record of my freelance revenue and expenses. This makes it super easy for me to gather all the necessary information I need when the time comes to file my tax return." Read more.
Kevin Plattret
I love PocketSmith because you can tailor it in a way that makes sense to you. It caters to both the 'numbers geeks' and the 'just tell me if I'm winning or losing' crowd.
Ruth, thehappysaver.com
New Zealand
Great product, been using it for years. The best feature is the forecast calendar.
Nick Mann
UK