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.
We're bringing a new meaning to the term "search party". Follow Rachel down a search function rabbit hole, where musings on the last time she got a haircut shows the many ways PocketSmith's Search Panel can help you find insights on your spending habits.
PocketSmith has one of the most powerful and easiest to use cashflow forecasting engines on the market. In this article, we show you four ways you can use our nifty budget calendar to see into the future, and achieve your financial goals.
We’re wrapping up 2020 by making it easier for our lovely community to share PocketSmith with friends and family! Help them be more productive with their money, by gifting them a free month of PocketSmith Premium. If they choose to stay, you get a free month too. Everybody wins!
Did you know that you can share access to your PocketSmith account with a trusted family member, friend, or advisor? Here are three ways sharing your financial goals with someone can help you achieve them faster!
We're excited to announce that custom dashboards for web are now available for preview!
Calling all global citizens: If you're looking for an elegant yet customizable approach to managing multiple currencies in your financial life, PocketSmith is here to help!
The first step to getting your spending under control is to find out where your money goes. Only then can you make meaningful changes to your habits.
Rollover budgeting is a popular exercise in personal finance that allows flexibility in your monthly budget by rolling unspent or overspent amounts from previous months into your current budget period. Check out how you can use the rollover budgeting feature in PocketSmith, when to use it, and why it might be more useful than you think.
The things we spend money on are uniquely personal to us. But our memories aren’t infallible, and without having a system to track spending in place, it’s almost inevitable that we end up overspending in certain areas. In this article, I’ll share a few of the ways that I began to take control of my spending and how you can start to manage your money better too.
Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
To help you stay on top of your finances, we've made it easy to set-up reminders to check your budgets and categorise your transactions.
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.