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.
In order to ensure we’re delivering the most accurate and timely bank feed support possible, we’ve introduced a new system for getting support for any bank feed issues that you’re experiencing.
After clicking on “Feed help” from the main help menu, you’ll be guided through specifying the issue that you’re experiencing, what feed you’re having trouble with, and any additional information needed so we can help you as swiftly as possible.
You’ll spend less time requesting help now, along with fewer back-and-forward emails between yourself and the support team to provide all the information needed to get you the help needed.
You can access this new feature now by navigating to the help (?) menu and clicking “Feed help”.