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.
The PocketSmith Bank Feed service was updated today with a new method of detecting valid accounts from the information given by our data provider.
Until now we’ve relied upon a unique account number being provided, and the Bank Feed Service would select accounts as “valid” based on this account number - taking only the first account that appears. Unfortunately in the real world this meant that some actual accounts were incorrectly ignored. We now use the given account id provided verbatim meaning no accounts are skipped.
This does mean that some users will have duplicate accounts showing in their Feeds overlay, most frequently in places where our data provider is not yet well established (e.g. Westpac in New Zealand exhibits this issue). If you encounter multiple accounts, you are able to:
Although the duplicate account situation outlined above is not ideal, we feel that it is better to display all possible information given to us by our data provider.