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.
Update: services appear to have returned to normal. If you are experiencing any glitches or oddities with the bank feed service, please get in touch.
The bank feed data provider Yodlee is currently experiencing reliability issues which is affecting all bank feed services.
The problem relates to the establishing of a session between the Bank Feed application on PocketSmith’s side, and their servers. It is manifesting itself in declaring that the session which is established is invalid, though it is currently valid and is working for about half the requests.
This means while about 50% of requests to the Bank Feed service (e.g. adding sites, updating transactions etc) will work, the other half will not - without any obvious pattern from PocketSmith’s side of things.
We’re currently in contact with the data provider, and will update here once we have more information to share.
Thanks for your patience, any questions please get in touch.