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.
Learning to be ‘Good With Money’ can be stressful and overwhelming. In her debut book, The Broke Generation’s Emma Edwards uses real life examples to help readers create a sense of financial calm, not chaos. How do you build a better relationship with money, while enjoying the things that add most value to your life? Read on to find out!
We sat down with Ruth Henderson, The Happy Saver and asked her some big questions about our spending habits.
Debt can come in many forms. Credit cards, student loans, and medical costs are some of the most common. Despite its reputation, debt isn’t inherently bad either.
The Barefoot Investor is a financial guide followed by thousands of people around the world. Find out how to structure this unique system in PocketSmith!
If you’re looking for a celebrated financial plan to help you take control of your money, we encourage you to read this post, watch videos and to get a copy of the book.
Keeping a budget is a bit like owning a pet tiger. It can be beautiful, powerful and hungry, but it needs love and care to thrive. While a budget is a key part of personal finance, it can be difficult to maintain, so here are some tips on how to stick to your budget like a pro.
Calculating your personal net worth means knowing your exact financial position. It gives you a simple strategy for managing your money, and a confident answer to the age-old question, “How much money do you have?”
With the cost of living rising, financial stress can easily take hold. Especially as we all feel the force of rising inflation reducing our effective take-home pay, managing your financial life is becoming more important than ever. Learn how to manage your money with PocketSmith.
Over the last 10 years, we’ve learnt a thing or two about financial advice. Our best advice, when it comes to finances, is that there isn't one solution that suits everyone. There’s no magic cookie cutter solution. Financial advice isn't a one-size-fits-all glove. It depends on who you are, and what your situation is.