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.
Choose to import your transactions either by Live Feed, upload or manual entry. Manage cash accounts with ease.
Categorize, label and annotate your transactions for future reference. Find duplicates and transfers with a single click.
Find exactly what you're looking for. Our search lets you specify dates, word exclusions, amounts, accounts, labels and more.
Just like email. Create rules that will automatically rename, categorize and label transactions when they arrive.
Customize options, grouping of accounts, splitting of transactions, all the functions I am looking for in a personal finance management tool.
Tony, Australia
Use PocketSmith as your day-to-day finance tool. With our companion mobile app, your details are always in your pocket.
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.