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.
Our personal net worth app allows you to measure your total financial performance across all accounts, assets and liabilities.
Keep tabs on property, investments and vehicles.
Link debts such as hire purchases, loans and mortgages to your assets.
Keep adjusting changes to the increasing values of your assets.
Pocketsmith makes it easy and enjoyable to track my spending and see where I can make more savings. It's an invaluable tool!
Tara, New Zealand
Keep track of all your financial accounts in one place so you can see your entire net worth picture at a glance. Our net worth tracker makes it easy to keep track of multiple bank accounts, even across different currencies.
Measuring personal capital growth is key to keeping your financial health on track and a cornerstone of solid retirement planning. Whether your focus is on reducing credit card debt or growing your retirement accounts, having a simple way to track your net worth lets you see how you're moving against your targets. A net worth tracker makes it easier to get a feel for the relationship between your monthly income and cash flow and how these impact your net worth goals. Net worth tracking is key to building a successful investment portfolio and achieving long-term financials goals.
Bank accounts, investment accounts, Exchange Traded Funds, car loans, emergency funds - the more complex your finances get, the harder it becomes to keep track of everything. Keep an eye on all your assets in one place and eliminate the time and mess involved in trying to track your net worth in a spreadsheet.
PocketSmith organizes your financial history into powerful reports and visual dashboards. Meaning you can keep up with your money at a glance.
We’ve built the most customizable money calendar, budget tracker and net worth tool on the market. Whatever your plans, PocketSmith will rise to the challenge and grow with you.
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.