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.
Give friends or family access when you need a hand with your finances.
Invite users and revoke access when you choose.
Use the audit log to keep track of sign-ins to your account.
Put your clients on PocketSmith. Get invited, save time and work with them.
This is the most comprehensive budgeting and finance tool I have ever seen.
Chris, Australia
Track your money in one place, budget different currencies, and get new insights on your finances. Categorize, label and annotate your transactions to see reports in graphs, charts and tables.
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.