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.
The part of PocketSmith that deals with the reloading of your forecast has been re-built, based upon feedback. Some users have had intermittent communication problems with the third party notification service PocketSmith uses - when this happens, forecasts don’t appear to ever reload as the internet browser never gets notified that the forecast reload is complete.
We recognise our error in relying on a 3rd party service for a critical part of PocketSmith. Providing user feedback as soon as possible is paramount, and the previous system did not provide the best experience for all users.
All notifications around forecast reloading is now rebuilt to be in-house. While we continue to use the 3rd party notification service for longer running processes such as the Bank Feed Service, we don’t rely on any external connectivity or service for the reloading of your forecast.
The forecast reload process is snappier, and those users who have experienced issues due to being behind firewalls or other errors will now have their forecasts successfully reload without issue.