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.
See all your account balances, budgets, recent spending and planned spending in one place.
Click the big green button to start sorting your transactions.
Use a card-based layout for smaller screens and tablets. More customization coming soon!
Get notified when you're close to, or over budget.
I'm not sure where to send positive feedback but just wanted to say how much I'm enjoying the beta version of the new dashboard. Thank you, it's making me feel much more in control and efficient already!
George, Australia
Manage all your accounts in one place. Track multiple income and expense streams, and save time when filing your taxes.
Use PocketSmith as your day-to-day finance tool. With our companion mobile app, your details are always in your pocket.
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.