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.
Navigating international banking hurdles while traveling can feel like a test of patience and resilience. From unexpected security measures to inconvenient time zone disparities, accessing your accounts abroad can become a daunting challenge. Rachel shares her recent experience of feeling frustrated and stranded in unfamiliar territory.
Meet Jason! He’s our CEO and a co-founder of PocketSmith. Jason created the original idea for our product, which has grown by leaps and bounds since its very first version in 2008.
Hannah is a financial force. She is the founder and director of enableMe — Financial Personal Trainers, a Chartered Accountant, a Master of Taxation Studies, Author, TV Personality and Mum of two.
Meet Regan! He’s one of our software engineers. He works on new features for PocketSmith, fixes up those pesky bugs, and makes sure the system runs like a well-oiled machine.
Banqer is an online financial education platform for primary and intermediate schools. It gives kids a hands-on experience with personal finances through a classroom currency that they earn and spend over the course of the school year.
Allan is the founder and Managing Director of Booster, a default Kiwisaver provider based in Wellington that looks after $2 billion for more than 100,000 members.
I’m from the US and grew up in California and Utah. For work, I’m a Product Designer for Degreed.
Think what you could do if you did not have a mortgage repayment every month?
Dean Blair is a Financial Adviser and Director of FoxPlan, one of the largest privately-owned Financial Planning practices in New Zealand.