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 where some accounts were not being identified by the bank feed service, particularly Loan accounts. This was due to inconsistencies we hadn’t experienced before with the way that the accounts were being returned by the data provider.
This has now been resolved, and all Loan accounts should now be displaying correctly in the feeds overlay the next time you login to PocketSmith.
If you find that any of your accounts or loans that are displayed in your internet banking interface are not shown in the Feeds overlay, please get in touch and we can investigate.