The unique forward-focus of PocketSmith tells you what sticking to budget means for the future of your money. It is a crystal ball for your bank accounts.
PocketSmith lets you plan and budget for what might happen. Predict what would happen if your car broke down. Find out what a pay raise would mean for a family vacation. This knowledge allows you to hope for the best, but reliably plan for the worst.
A top-to-bottom spreadsheet view of your upcoming financial events is not particularly comfortable.
This is why we use a calendar to allow you to schedule your upcoming income and expenses. You’ll see how it just means more, and you’ll love how natural this feels.
Your budget in a calendar means you can access your information how you want.
A PocketSmith calendar can be connected with Google Calendar, to Outlook, to your iPhone or iCal. Enhanced connectivity means knowing your money better, so you can feel secure about the financial decisions you make today.
"Just started on @PocketSmith - easy integration, beautiful UI, intuitive financial calendar... incredible" ~ Resa B, California
We proudly support bank transaction files from anywhere in the world. After all, we're an international bunch ourselves. Even adding transactions manually is a pleasure.
Traditional online banking interfaces leave a lot to be desired. We do it better: nice visualisations, slick AJAX interface, all just to make the information more meaningful to you. Once you see how PocketSmith displays your transactions, you will find it hard go back.
A choice of CSV, OFX and QIF files means your bank is supported, and you don’t have to surrender your online banking details. All we need is a date, an amount, and a description and we're good to go.
We've made adding transactions manually quick and painless. With fast web interfaces, transaction addition via Twitter / text message (SMS) and quick mobile web pages, you can log a transaction and get on with life.
Magic happens when you combine your Forecast Calendar with your Transactions. PocketSmith gives you access to your current budget for any item.
Check how much you have left in your budget: on the web, on your iPhone or on most mobile devices with Opera Mini. Or even via Twitter, sending your budget straight to your phone via text messages (SMS) *
It's a blend of pen-and-paper and envelope budgeting; you'll always know where you’re at.
Stop letting impulse purchases bankrupt you until payday.
Because you can access this information from anywhere, anytime, you can easily prevent over-spending.
* Currently supported countries: New Zealand, United States, Canada, United Kingdom, Germany, Sweden
We've made it simple: you assign your transactions to your Forecast Events. Your budget will mean more to you than ever before, because you decide how you spend your money - not some long list of pre-defined categories.
Budgeting may not be a solo effort, but with PocketSmith, it's easy to involve all those that matter: whether you're a couple, family, or team. Simply assign a calendar to each individual or project - you can then combine them or view them separately.
"For anyone who wants to plan their total budget with ease. I can’t recommend PocketSmith enough." ~ @Kamigoroshi, Australia
Meaningful historical analysis gives you perspective on your achievements. Adjust your budgets over time to push yourself to make your money go a little further.
Or loosen your belt if you've been a bit hard on yourself!
Whether saving for a necessity or something a bit more exciting, or just trying to save whatever you can; PocketSmith guides you along the way.
Planning to get what you want is a big part of avoiding debt. Set up a Goal and PocketSmith will tell you how long until you can splash out without going into the red. All the calculations are done for you.
Simulate your savings account: adjust how much you want to put away each paycheck and see your balance grow. Change your interest rates to find out what moving your money means for your balance.
"Testing out PocketSmith... fantastic UX, intuitive product, what a dream. It even handles data from South African banks!" ~ @CafeRacer, South Africa
Gone are the days of installation CDs, serial numbers and activation codes. Patches, updates, new versions; the web takes care of all of this for you.
Here's why Internet-based software makes more sense.
Nothing to download, no CDs. Using PocketSmith is as easy as opening your Internet browser. Being web-based, you get to use the latest version as you log in. No updates, no hassles. You can access your PocketSmith account from anywhere, any time.
No matter what you use - PC or Mac; Windows, OS X or Linux - you'll always be able to use PocketSmith. All you need is an Internet connection and a current-generation internet browser, and you are good to go.
We have a free version, but if you need more granularity, PocketSmith works out to be less than a cup of coffee a week. And we don't tie you down to a long-term commitment.
PocketSmith is always growing and evolving, based on feedback from our users. Always running on the latest version of the application means managing your money gets better over time!
Your confidentiality and security when using PocketSmith is our highest priority. It is our job to make sure you feel comfortable with PocketSmith.
We have strong security practices, use reliable and up-to-date system architectures, and have a wide range of measures in place, which ensures your information is safe and non-identifiable.
We don't mess around with having secure connections sometimes. Everything going between PocketSmith and your Internet browser is encrypted with high-grade 256-bit AES security.
We believe you should hold your online banking information close to your chest. You shouldn't have to give your banking username and password to manage your money, and so with PocketSmith, you don't.
When you upload a transaction file to PocketSmith, we take only the relevant bits, completely destroying the rest. No header rows, no personal information like names or bank account numbers, nothing is stored except for a date, a description and an amount.
We don't need your information to allow you to budget - so we don't ask for anything beyond an email address. Make up an email account just for PocketSmith if you'd like, we don't mind.
"Pocketsmith is awesome for budgeting, web-based and run by a company that genuinely cares.." ~ @SamLaw, New Zealand
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"Am in love with PocketSmith because it forecasts my bank balance for the future so I know when I can afford what." CheekySweetie, Tampa Bay
"Thanks for helping me take this non-viagra step "Wow - this just gets better and better. I love that it's so easy - brilliant, you guys rock." Raeleen "I am amazed by the simplicity and speed of your creation.” Kapenev "I love it! Shows everything so clearly! Perfect." Bowcott "Having fun!!! Have been finding PocketSmith an absolute gem." Mike "This whole website is what everyone needs. It is easy to use, creative and so helpful!" Stephanie |
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