The comprehensive personal finance software
with financial forecasts.

Helping you plan ahead so you can secure the important things in life.

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We empower you to make smart financial decisions

Most personal finance software solutions only track your expenses. We go further by helping you plan for the future. You also get detailed features that will help you record your finances just the way you want it.

Use PocketSmith to make day-to-day decisions or to plan for your retirement.


Financial forecasts

Forecast daily bank balances up to 30 years ahead


Account summary

See all your bank, credit card and loan accounts in one place


Live bank feeds

Available in the US, Canada, UK, Australia and New Zealand


Calendar view

See and interact with your finances in a natural manner


Weekly budgeting

Budget daily, fortnightly, every weekday, and more


What-if scenarios

Make accurate decisions by testing different scenarios

Logos Five reasons you will love PocketSmith

Organize your money in a calendar

Do you feel like you’re struggling to make sense of your money? We think that the best way to organize and control your money is to relate it to events in your life by using a calendar. This way, personal finance and planning becomes a part of your daily routine rather than a chore.

As you plan, PocketSmith’s calendar shows you the progress of your money over time, so you will better understand how your financial decisions affect your future.

Personal-finance-software Personal-finance-software-guides

Financial lifeline

Interactive graph shows you a long-range forecast of how much you'll have.

Event category

‘Groceries’ here repeats every week, adjusting your balance.

Daily running balances

Automatically calculated for you as you plan day-to-day.


Events can be reminders for upcoming incomes or expenses.

Edit event window

Financial events are managed just like regular events in a calendar.

There is so much more. Visit our Tour page to see how PocketSmith
lets you create weekly budgets, make rules for categorizing transactions,
and automatically generates your cashflow.

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I'm in love with @PocketSmith because it forecasts my bank balance for the future - so I know when I can afford what.

Angel Smith | United States of America