Thx for sharing @PocketSmith with me - the interface is clean and the calendar is one of the best I've seen! Thanks again!
Ryan Bolz | United States of America
So ‘cookie-cutter’ solutions may not have felt right for you. This is why we designed a comprehensive set of features to give you the flexibility you’re looking for.
We have a lightweight HTML5 mobile site which you can access on any smartphone, without needing to install an app.
Simply head to mobile.pocketsmith.com.
We find that other apps offer only one import option. We give you all three. So if you prefer convenience, link your bank accounts.
If you’re concerned with privacy, choose our universal file import system - it works for banks in over 160 countries. If you pay by cash, you can create manual entries.
Tired of the awful descriptions that come with your bank statements? We sure are, and we have the solution.
We designed interfaces to let you quickly categorize, rename, find, split, sort and filter transactions, so you can get exactly the information you want.
Do you like pictures? Numbers are telling, but everybody loves to see their bank balances trending in an upward line.
We’ve made interactive graphs that respond to what you’re looking at: pies show you where you buy most of your groceries from; bars show you how much you’ve spent on fuel this month; and lines show you how much you had leading up to today.
Your total spending is summed up and compared each week.
Green is good; red, not so much.
Move your mouse over the column to see more information.
See your transactions by the period clicked on in the graph.
You may get a paycheck every two weeks. And have a weekly budget for Groceries, but a monthly one for power. Your train rides are every weekday and you fill up your car once every three weeks. On top of this, you pay property tax once every two months.
So if you’re planning day-to-day or week-to-week and are using a tool that only lets you budget by month, you may have overspent by the time the end of the month rolls around.
Where the calendar provides you with day-to-day detail, the cashflow statement answers all of the above for your year ahead. Take a step back to look at the big picture, and if you see a problem in future you have the time change it.
Best of all, your cashflow statement draws from your events and transactions, and is automatically kept up to date for you. No spreadsheets or complex formulas!
Of course, if you do want to tinker with your numbers in a spreadsheet, an export to CSV is only a click away.
Ryan Bolz | United States of America