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.
An issue was identified which led to the incorrect representation of forecast events with complicated repeat patterns in the Personal Summary.
When there were multiple repeating forecast events with the same title set to repeat in unison (e.g. two separate monthly income events with the same title), the event period dates were being incorrectly calculated. The bug also affected other Event Series patterns, such as adjustments to dates to be shifted from a certain point forward.
When affected by the bug, an event period would display too many assigned transactions. This led to incorrect total amounts being shown in the Personal Summary category view.
The fix is now live, and all personal summary category information should now be correct. If you notice any issues or inconsistencies, please get in touch with us.