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.
Easily keep your accounts up-to-date and in one place. We support checking, savings, credit cards, loan accounts, and more.
Import accounts from one institution using different credentials. Manage your family accounts in one place.
Most of your transactions will be categorized when they're imported, to give you a head start. These can be customized to suit.
With over 12,000 supported institutions in 49 countries, chances are you'll find we support live bank feeds for your bank. All the major banks in the United States, New Zealand, Australia and the UK are supported.
It is a wonderful tool to manage future financial commitments. I love that it downloads bank information and does so accurately.
Amy, USA
Your data is safe with us. It’s encrypted in transit and at rest, and you’re not required to share personally-identifying information with us. Read more about our security practices.
Use PocketSmith’s multi currency budget and expense tracker app from anywhere, no software to install. With live bank feeds for 49 countries. PocketSmith has you covered from Australia to Lithuania.
We’re highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.