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.
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.
With our dedicated importer for ANZ Money Manager transactions, you'll be up and running with your data in PocketSmith in minutes. You'll see your finances in a completely new light.
Understand your spending for each budgeted category over any time period. Quickly see how much you have left to spend and easily detect overspending. Nest your budgets, roll them up and drill down into categories.
Weekly groceries, biweekly paychecks, quarterly bills. Tuesday to Tuesday, or every 15th. We don’t force you to budget monthly because we know your life is more interesting than that.
Use our killer search engine to find transactions. Attach labels, notes, photos and invoices to any transaction. Revisit details on bargains, recipes, car maintenance, big expensive buys, visits to the doctor and much more!
Take care of future you. Use our forecasting calendar to see daily projected bank balances, and test budgets you set. Fine tune your finances and hit your financial goals! Unlike YNAB, cash flow forecasting is a core feature.
We're highly responsive and care about getting you in control of your money. If you need a little help or just want to learn more, please get in touch - we’ll get right back to you.
@PocketSmith just surpassed @netflix for our best monthly cost/value. Dutch household budget +10 year real-time cash flow forecast. #dreamin — Justin Munsters (@jmunsters) February 18, 2016
Wow. All these years I have been waiting for Mint to come to the UK. Then I discover something even better is here. Hello @PocketSmith! — Shealan Forshaw (@Shealan) March 31, 2016