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’ve made some significant improvements to the database server’s response speeds over the past week, meaning you may notice that PocketSmith has become a bit snappier. On the whole, we’re seeing between a 30% and 80% improvement for requests to the database from the application server.
These improvements were made following investigating a gradual decline in response times. As we expanded v2 of the application - firstly with adding the Bank Feed service, and then in adding PocketSmith mobile, things were getting slower - particularly the response times from the database server.
The performance improvements were made through server consolidation and tuning of the database server, as well as reviewing our database backup processes.
We’ll continue to monitor everything to ensure that things remain snappy - in the meantime if you notice that any page is loading particuarly slowly for you, please get in touch and we’ll investigate.