You ask, we answer
Why is PocketSmith the best personal finance software in the UK?
PocketSmith is world-class personal finance software that lets you take control of your finances. Made in New Zealand for a global audience, PocketSmith is tailored towards customers from all walks of life, both in the UK and abroad. Track your income, expenses, assets, and net worth, customise your budgets, forecast your cash flow up to 60 years into the future, and see it all in a nifty calendar view.
See how our diverse group of customers in the UK and around the world use PocketSmith to sort out their personal finances. From UK-based Kevin, who uses PocketSmith to track his expenses, freelance work and taxes, to Oliver who tracks his UK and AU bank accounts with PocketSmith.
Does PocketSmith have a mobile app?
Yes! PocketSmith is a web-based desktop personal finance app. Our iOS and Android mobile app is designed as a companion budgeting app, giving you access to the core features of PocketSmith right there in your pocket! We know our customers lead busy lives, so take control of your finances wherever you are - whether that’s on the desktop, or on your phone whilst you’re on the go.
Can I integrate my investment accounts for a better picture of my net worth?
Yes! We have Data Connections that allow us to connect to other financial aggregators for different regions. Link your investment accounts and see them in our net worth tracker. Add all your other investments and liabilities (i.e. real estate and mortgages) to see an even better picture of your net worth.
Can I use PocketSmith to create custom budgets?
We pride ourselves on creating leading budgeting software that allows customers in the UK to create budgets unique to their situation. Budgets aren’t one size fits all - the best are fitted to your needs - so whatever stage of life you’re at, we’ll help you get control over your money.
Does PocketSmith work as a substitute for accounting software such as Xero Personal?
PocketSmith acts as a perfect alternative to traditional home accounting software such as the now sunset Xero Personal. In fact, we’re the only personal finance software that is recommended by Xero as an alternative! Keen to find out more about how PocketSmith can help your personal accounting and finances? Check out why Sam the Comic Accountant says home accounting software is the best thing for personal budgeting!
Do I have to use bank feeds with PocketSmith?
If you prefer not to use automatic bank feeds, you can use our convenient bank file uploader. PocketSmith supports the following file types: OFX, QFX, QIF, and CSV. Export your bank files from your online banking website, then import them straight into PocketSmith! Read our guide to importing bank files.
Can I share PocketSmith with my financial advisor or family member?
Yes, PocketSmith has a shared access feature where you can choose to share access to your PocketSmith account with a trusted partner, financial advisor, or other financial services of your choice, such as a mortgage broker.
What is PocketSmith?
PocketSmith is world-class personal finance software that lets you manage your money, your way. Track your income, expenses, assets and net worth, customise your budgets, forecast your cash flow up to 60 years into the future, and see it all in a nifty calendar view.
How can PocketSmith help me save for my future goals?
PocketSmith helps you save for future goals by providing powerful forecasting tools to visualise long-term financial scenarios, customisable budgeting to allocate funds towards your objectives, and detailed tracking to monitor progress, ensuring you stay on track to achieve your financial dreams.
How does PocketSmith cater to the needs of freelancers and independent contractors?
PocketSmith caters to freelancers and independent contractors by offering flexible budgeting and forecasting tools tailored to fluctuating incomes, customisable categories for easy expense tracking and tax preparation, and secure storage for important financial documents. Its multi-currency support and collaborative features also make managing international clients and working with financial advisors seamless.
Is PocketSmith the best alternative to Emma?
Don’t take it from us, hear what our lovely user community has to say. See how diverse households around the world use PocketSmith to get financial peace of mind. From self-employed expat mental health nurse Nicole, who uses PocketSmith to conquer her taxes, to London-based Kevin, who uses our app to track his everyday expenses and pay off his debts, and to Jimmy, a Kiwi who fast-tracked his way to a house deposit with PocketSmith.
What is the best Personal Capital alternative in the UK?
Look no further! PocketSmith is the best alternative to Personal Capital, now Empower, in the UK. PocketSmith is connected to open banking via Salt Edge, our UK open banking provider. PocketSmith has all the features to help you take your finances to the next level.
How is PocketSmith the best alternative to Money Dashboard?
PocketSmith stands out as the premier alternative to Money Dashboard by offering more than just a comprehensive view of your finances. With PocketSmith, you can craft custom dashboards tailored to your personal or family financial goals, project your cash flow up to 60 years into the future, and effortlessly manage international accounts with live currency conversion. Flexible budgeting options allow for period adjustments and envelope budgeting, while net worth tracking gives a complete picture of your wealth. Advanced transaction tools offer detailed categorisation with custom labels, notes, and the ability to set smart rules for transactions. Combined with a strong commitment to privacy and a user-first design approach, PocketSmith clearly differentiates itself as a top choice for those seeking a robust financial management tool.
