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.
PocketSmith will email you a financial summary, keeping you up to date.
Get financial summaries once a week, any specific day, or every day of the week.
Pick from account balances, transactions, reminders and budgets.
Budget alerts help you stay on top of your finances.
I love PocketSmith because you can tailor it in a way that makes sense to you. It caters to both the 'numbers geeks' and the 'just tell me if I'm winning or losing' crowd.
Ruth, New Zealand
Each of us is on our own journey to financial success. We believe that the journey shouldn’t be prescriptive or daunting, so use PocketSmith to play by your own rules.
Use PocketSmith’s multi currency budget and expense tracker app from anywhere, no software to install. With live bank feeds for 49 countries. PocketSmith has you covered from Australia to Lithuania.
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.