Free version available
Calendar

How does PocketSmith work?

Create events

PocketSmith works like any web-based calendar, except the events are financial. Put in your scheduled salary, bill payments, rent, and grocery bills; you can also make them repeat weekly, fortnightly or monthly.

See the future

As you go, PocketSmith takes the events and generates you a 6 or 12 month cash forecast, with a daily predicted balance. Now you're planning your budget for the coming year. Adjust your events to change your future.

Upload accounts

You may upload your electronic bank statements to get a meaningful overview of your activity using PocketSmith's intuitive interface. Match up your transactions with your events to see if you're sticking to your budget.

Keep track

Monitor your PocketSmith forecast, and stick to your plan! Simply ensure that your daily forecast balance reflects your accounts. Keep uploading your statements to see on-going information on your spending activity.

Event Window Forecast Elements Account Box Compares
See more Features >
Reviewers
Read more Reviews >
Calendar

Work with us to share the love.

Kiva

We invest 5% of PocketSmith subscriptions in micro-lending to entrepreneurs from poverty-stricken countries.

Affiliate

We offer an affiliate program, where anyone can earn 20% of any subscriptions they refer to us.

See Plans and Pricing >