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.
We don’t force you to budget by month because we know your life is more interesting than that.
Set your budgets to begin and end where you want. This will make your cash forecasting more accurate.
It helps keep track of my direct debits and credits and keeps my budget in check!
Nicole, Australia
PocketSmith organizes your financial history into powerful reports and visual dashboards. Meaning you can keep up with your money at a glance.
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.
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.