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.
An issue was identified with how Loan accounts were being displayed in the Bank Feed service. If loan accounts were to appear, there would generally only be one, and account numbers were showing to be incorrect.
We have updated the methods that we extract loan accounts from the information that the data provider gives us, and everyone should now see all of their loan accounts shown in the feeds, along with correct and complete information.
If you find that you have some accounts missing in your feeds please get in touch and let us know.