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.
Use PocketSmith to think about the short and long term effects of your financial plans.
Make more accurate decisions because you have a clear idea of what the future holds.
Create multiple scenarios for each account to model future financial outcomes.
See if you can afford the things you want: a wedding, buying a house, home renovations.
It's the only way I can visualize and manage my budget and forecast for the future. I love it.
USA
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.
Some free apps advertise to you, making you their product. The PocketSmith experience is about you and your money, you will not be sold other products along the way.
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.