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.
Hope that you’ve all had a great start to the holidays! We’ve been working through the rebuild of a much-missed feature from PocketSmith version one - account updates sent via email. We’re happy to announce that we’ve now released the new version of this feature, which is more flexible and extensive than before. Read on for details!
You’re now able to schedule PocketSmith Account updates to be sent directly to your email address, by heading to Preferences > Email Notifications or clicking here. These updates can include as much or as little information as you’d like - use them as a reminder for your upcoming bills appearing in the calendar for the coming week, or receive your account balances and a listing of all your recent transactions.
Visit Preferences > Email Notifications or click here to set your Account Update email schedule.
These emails can be scheduled to be sent on any day, as many days a week at a time you’d like to receive them. Your schedule is checked daily and your latest account information is retrieved and sent via email when a scheduled account update time rolls around.
A full account update email. All text right now, graphs incoming!
As always we welcome your feedback on the new Account Update emails, just get in touch!
We’ve had a fantastic 2012, and we’re extremely grateful to everyone - new customers who’ve joined us during our most exciting year yet, those who’ve been with us since the 12-month forecast limit days, and everyone else who’s reached out with words of support and encouragement.
The application has improved significantly this year based on your feedback, and we love being make managing money more insightful as we progress. We’re not slowing down however - this year we’ll be pushing through our development Roadmap and continuing to work through your feedback.
So, we wish you all the best for the New Year, and look forward to speaking with you soon!
~ the PocketSmith Team.