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.
Meet the crew helping customers all over the world be more productive with their money.
PocketSmith was founded in 2008 with a mission to help you make better financial decisions by forecasting your future bank balances and giving you intuitive ways to interact with your money.
Early on, we discovered that people have diverse reasons for managing their money, each with unique perspectives and approaches.
We learned that money drives life's adventures, and that there isn't a one-size-fits-all approach to personal finance.
This is why we continue to make software that grows with you. One that offers the tools and insights that meet your unique needs so you can tackle projects big and small.
In our ranks: thespians, gamers, athletes, musicians, tinkerers, writers, travellers, scientists, photographers, parents of babies (fur and humanoid), artists, a baker, a geologist, and a philosopher.
We're curious about money and passionate about the human condition. We enjoy learning about our finances and love helping others discover valuable insights about themselves.
We care for our customers and each other, and know that connecting with people from all over the world is one of the best privileges that comes with our jobs.
Come be a part of our journey as we continue to discover better ways to get clarity and control over our money.