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.
Our application servers will be taken offline to perform hardware upgrades this Sunday the 20th of May, at 9am UTC, 2am PST, 9pm NZST. We expect that there will be a total of 1 hour of downtime, with an allowance given for a total of 2 hours of downtime.
During this time, both the the main web and mobile applications will be inaccessible. We’ve targeted these times for the upgrade to occur as they are the lowest usage periods for the application.
The servers are being taken offline to perform hardware upgrades to allow an expansion of our capacity. This is required following the launch of the new mobile application.
We apologise in advance for the inconvenience caused by not being able to access PocketSmith during this time. Stay tuned to our Twitter account for updates as we get back online following the upgrades.