Why you'll love PocketSmith

Most personal money management solutions only track your expenses. We go further by helping you plan for the future. Manage anything from a small project to your life's financial goals — PocketSmith will rise to the challenge and grow with you.

Control spending

How much is your coffee habit costing you? PocketSmith easily categorises your spending so you understand your own money behaviour better.

Kick debt

Want to clear off your credit card debt faster? Use PocketSmith’s Budgets to help you track your future income and expenses and stay on track with your repayments.

Plan your future

How are your finances looking in 6 months, 10 years or even 30 years? Understand the future impact of your decisions today and view your long term cash balances in a calendar.

Excellent customer service

We're highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.

Global and cloud-based

Do you have accounts and credit cards at different banks? Or different countries? PocketSmith simplifies your financial life by bringing all your accounts together, automatically updated by live bank feeds.

Your info is safe and secure

Your data is safe with us. It's encrypted in transit and at rest, and you're not required to share personally-identifying information with us. Read more about our security practices

What people are saying

"This software is currently unparalleled. This software and the team behind it are doing something that literally helps people see into the future on a day-by-day basis, which was critical for me as a struggling college student." See more...

I love PocketSmith because you can tailor it in a way that makes sense to you. It caters to both the 'numbers geeks' and the 'just tell me if I'm winning or losing' crowd.

Ruth, thehappysaver.com New Zealand

Great product, been using it for years. The best feature is the forecast calendar.

Nick Mann UK