Why PocketSmith is the best of all the Quicken alternatives.

PocketSmith is the alternative to quicken that can help you take your finances to a new level. 

You'll find all of the features you are missing from Quicken, but with so much more. Check out our feature comparison table below. Along with friendly customer service, PocketSmith offers unparalleled flexibility with multiple custom dashboards and reporting options. Get the insights you want with spending trends, income and expense statements, calendar budgeting, net worth tracking, and multi-currency support.

Record your finances just the way you want and plan for the future up to 30 years ahead with our powerful cashflow forecasting engine

You can even store important files like insurance documents, warranties, receipts and photos in PocketSmith, and have peace of mind knowing you have a copy of all your household administration in one place when you need it.

PocketSmith is not just the best alternative to Quicken, it's an upgrade!

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Import your Quicken transaction history

You'll be up and running with your data in minutes, with our dedicated importer for Quicken transactions. 

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We work harder so you're smarter

We automatically import and categorize transactions from over 14,000 institutions worldwide. Make rules so PocketSmith does the work for you.

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Customize reports and Dashboards

See the insights that matter to you, block out the noise and focus on the financial details that you need right now.

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Get the answers you're looking for

Attach labels, notes, photos and invoices to any transaction. Our killer search engine will then help you find the facts in your finances.

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Make beautiful forecasts and craft your future

Cash flow forecasting is a core feature. See your forecasts in an intuitive calendar and plan for the future you want.

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We give excellent customer service

We care for our users. If you need a little help or just want to learn more, please get in touch and we’ll get right back to you.

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Here's why ex-Quicken users love PocketSmith

OUR CUSTOMER STORIES

A few reasons why PocketSmith
is the best alternative to Quicken

Quicken PocketSmith
More ways to import your data
See all your accounts in one place
Sync with US banks and institutions
Sync with over 12,000 banks and institutions worldwide
Import transactions with CSV and OFX files
Better personalization
Add images and attachments to transactions
Make your own rules for automatically categorizing transactions
Flexible budgeting periods
Forecasting daily account balances
Customizable dashboards
More ways to work with your money
Fully-featured web app
Desktop app for Windows
Desktop app for MacOS
Mobile app for iOS and Android
Desktop app for Linux

PocketSmith is personal finance software that lets you be productive with your money, your way.

Learn more about how our features can supercharge your financial productivity.

Take a step up from Quicken!

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PocketSmith - The best Quicken alternative

Plan your financial future with the better alternative to Quicken.

PocketSmith is the only product that forecasts each and any of your daily account balances up to 30 years into the future. We designed this feature to give you the clearest foresight into your finances, so you can plan in comfort and know the future impact of your current decisions. It is the fun alternative to Quicken.

Get the insights you need.

PocketSmith gives you the ability to customize your reports in multiple ways so you don’t miss important information. Some of the unique features you will only find here are multiple dashboards and custom widgets for financial metrics important to you, saved searches for frequently sought-after transactions, and an Income and Expense report with customizable categories. Our transaction search engine is also the best in the market, hands-down. Of all the Quicken competitors out there, you wont find one more comprehensive than PocketSmith.

PocketSmith is here to stay.

PocketSmith has been an innovator in the fintech world since 2008 and is still proudly independent and self-funded.  Our only source of revenue is our customer subscriptions, and we are a stable, profitable company with no investors telling us what to do - our customers are at the center of everything we do.

At PocketSmith, we make money from your subscription, not your data. We will never sell your data or advertise to you.

You ask, we answer

Quicken vs PocketSmith - how do they stack up?

You can check out the Quicken versus PocketSmith feature comparison table above but you should also know that we are dedicated to continuously developing next-level software to give you the insights you need to plan your future. Additionally you will enjoy our top-rated team of Customer Support champions who will help you out if you get stuck.

PocketSmith is the only product that forecasts each and any of your daily account balances up to 30 years into the future. We have many more value-adds that we’re proud to say are unique to our product, and that are loved by our global userbase. PocketSmith has the features to grow alongside you as you get smarter about your money. PocketSmith is your best Quicken alternative. Take the Tour to explore more.

Is PocketSmith the best free Quicken alternative?

PocketSmith has a free plan that is an excellent alternative to Quicken. To compare the features of our free plan versus our paid plans, have a look at our plans page. Or, you can take advantage of the 50% off deal below to enjoy the full features that PocketSmith has to offer.

What is the best Quicken alternative in Australia?

Look no further! PocketSmith is the best alternative to Quicken in Australia. PocketSmith is fully open banking ready in Australia, we’ve partnered with Australian CDR data provider Basiq to give you open banking access. This means you’ll get access to open banking feeds for all banks in Australia as they come online, and reliable traditional feeds in the interim. Pocketsmith has all the features to help you take your finances to the next level.

I am looking for a Quicken alternative in Europe.

PocketSmith is available worldwide and supports bank feeds to most financial institutions in Europe via Salt Edge, our EU open banking provider, you can search for your bank below.

What is the best Quicken alternative in the UK?

Look no further! PocketSmith is the best alternative to Quicken in the UK. PocketSmith is Connected to open banking via Salt Edge, our UK open banking provider. Pocketsmith has all the features to help you take your finances to the next level.

I am looking for Quicken alternatives that import Quicken data.

PocketSmith has a data importer for Quicken so you can easily transfer your Quicken transaction history to PocketSmith. You can read more about it here in our Learn Center

What is the best Quicken alternative in the United States of America?

Look no further! PocketSmith is the best alternative to Quicken! you should check out the comparison table above on this page or you could take a quick Tour of our key features. Or, you can explore the app for yourself by taking advantage of the 50% off deal below and enjoy the full set of features that PocketSmith has to offer.

Is PocketSmith here to stay?

Yes, PocketSmith is a stable and profitable company, we are only funded by customer subscriptions and have no investors telling us what to do. The customer experience and user privacy is at the center of all our endeavors, we will never sell your data or advertise to you.

Does PocketSmith connect to all Quicken-supported banks?

PocketSmith connects securely to most major banks worldwide with open banking data feeds where available. You can search for your bank below

I am looking for Quicken alternatives for Mac?

PocketSmith is a great Quicken alternative for Mac, indeed you can use PocketSmith on any device. PocketSmith is a cloud based web app with native mobile companion apps for both Andoid and IOS. On the web app you can customize the display to suit different devices; one column for mobile, three columns fit nicely on a tablet, five for a laptop, and you can even have twelve (or more) columns for when you want to sit back and see your money on the big screen!

I am looking for Quicken alternatives for Windows?

Well, look no further, PocketSmith has got you covered, it really is the best Quicken alternative for Windows. PocketSmith is a cloud based web app with native mobile companion apps for both Andoid and IOS. On the web app you can customize the display to suit different devices; One column for mobile, three columns fit nicely on a tablet, five for a laptop, and you can even have twelve (or more) columns for when you want to sit back and see your money on the big screen!

I am looking for Quicken alternatives for PC?

PocketSmith is the perfect alternative to Quicken for your PC because you can customize our Dashboard to fit any screensize; you can have twelve (or more) columns of customizable widgets for when you want to sit back and see your money on the big screen, five is comfortable for a laptop, three columns fit nicely on a tablet, and one column is perfect for your mobile. PocketSmith is a cloud based web app with mobile companion apps for both Andoid and IOS.

Do I have to use bank feeds with PocketSmith?

If you prefer not to use automatic bank feeds, you can use our convenient bank file uploader. PocketSmith supports the following file types: OFX, QFX, QIF, and CSV. Export your bank files from your online banking website, then import them straight into PocketSmith! Read our guide to importing bank files.

Can I share PocketSmith with a trusted partner or advisor?

Yes, PocketSmith has a shared access feature where you can choose to share access to your PocketSmith account with a trusted partner, financial advisor, or other financial services of your choice, such as a mortgage broker.

What makes PocketSmith the best budgeting software?

Don’t take it from us, hear what our lovely user community has to say. See how a diverse group of people use PocketSmith to supercharge their financial productivity. From keen investor Shay, who tracks his expenses and net worth with PocketSmith, to Sydney-based Daniel, who uses our app to run his busy household of four and manage his investment properties and accounts, and expat Oliver, who consolidates his Australian and UK banking accounts with PocketSmith!    

Is PocketSmith a web app, mobile app or both?

Both! PocketSmith can be used at your desk or on your phone so you can manage your money wherever you are! PocketSmith is cloud-based desktop personal finance software with a mobile companion app. Our iOS and Android budgeting app is designed to provide you with the key elements of PocketSmith right there in your pocket. So you can achieve your money goals while you do what you do best — live your life!

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.

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We support all major banks worldwide

Search for yours below.

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Enjoy 50% off your first two months!

Foundation

  • 6 connected banks from 1 country
  • 6 dashboards
  • 10 years' projection

50% off Foundation
$14.95 $7.48 monthly
for the first two months

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Flourish

  • 18 connected banks from all countries
  • 18 dashboards
  • 30 years' projection

50% off Flourish
$24.95 $12.48 monthly
for the first two months

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"PocketSmith is like your own personal finance assistant. 9/10"

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