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 option to accept pending transactions has been added to each institution in your feeds! This has been a long time coming, and means that if your institution features un-confirmed transactions you’re able to make sure everything is always up-to-date.
More can be read about [pending transactions here][2], including more details on how they’re dealt with and cases when you may want to turn the option off. We’ve turned pending transactions on by default, so if your institution uses pending transactions then they’ll appear on your [Bank Statements page][3].
We thank everyone who has been affected by this for their patience while we got this feature built out; if you have any questions please [get in touch][4].
[2]: http://psmth.to/pending-tx (About “Pending” transactions) [3]: https://my.pocketsmith.com/transactions [4]: http://www.pocketsmith.com/about#contact (Get in touch)