You ask, we answer
Is PocketSmith the best budgeting app for me?
Money is intensely personal, so only you can answer that question. What we can promise though, is one of the most customizable personal money management tools on the market.
You can adapt PocketSmith to suit your preferred budgeting method, whether you follow the 50/30/20 rule, the envelope system, zero-based budgeting, or a hybrid system you invented yourself! Our caring Support team is an email away to help you figure things out as you go.
Check out what our lovely user community has to say and decide whether we're right for you. See how a diverse group of Americans use PocketSmith to supercharge their financial productivity. From software engineer Darin, who tracks his expenses and income with PocketSmith, to entrepreneur Doug, who uses PocketSmith’s forecasting features for home and business, and California-based Ellen and Max, who manage their combined finances with PocketSmith.
Does PocketSmith use a financial aggregator?
We work with fintech company Yodlee to provide North American bank feeds within PocketSmith. We use Yodlee bank feeds because they are the most reliable method of providing automated transaction imports into PocketSmith.
At the end of 2021, we launched Data Connections, our new platform that enables us to connect to even more institutions, and prepares us for the future of open banking. This means, in addition to Yodlee, we have the ability to connect to other financial aggregators specializing in specific regions. To that end, we now use Salt Edge for EU countries regulated by PSD2, and connect to NZ financial institutions via Akahu.
Can I use PocketSmith for balance forecasting?
Absolutely. PocketSmith lets you create cashflow projections in minutes, so you can see your daily bank balances up to 30 years into the future. Say goodbye to complex spreadsheets and plot your financial future in an intuitive calendar format, and visualize it all in a balance forecast graph.
Can I use PocketSmith to create custom budgets?
We pride ourselves on creating leading budgeting software that allows individuals and households to create budgets unique to their situation. Whatever stage of life you’re at, we’ll help you get control over your money.
What is PocketSmith?
PocketSmith is world-class personal finance software that lets you manage your money, your way. Track your income, expenses, assets and net worth, customize your budgets, forecast your cashflow up to 30 years into the future, and see it all in a nifty calendar view.
