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 have further enhanced multi-factor authentication in the Bank Feed service, and image-based security information is processed correctly.
This means if your institution requires a captcha image on login, this will now be displayed in the Feeds overlay or in the security information pop-up that appears when the required information is received from the Bank Feed service.
With this release, the Bank Feed service now supports all multi-factor authentication types available through the data provider! This is an important milestone towards getting the Bank Feed service out of beta status.
Right now, we’re focussing on allowing multiple logins at a single institution to be added - we expect the launch of this feature (finally) in the next few days. As always, updates will be post here on the product blog.
Beyond this, we’ll be pushing forward on the overall stability and reliability of the Bank Feed service over the coming weeks, so any bug reports or feedback overall will be very gratefully received!