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 recently updated the graphs on the Bank Statements and Calendar pages, so that you can now easily zoom in on different date periods.
Just drag the handles of the highlighted section of the bottom graph or click and drag the highlighted section. You can also change the date period of the bottom graph by clicking on the dates at the top right of the graph area.
Note: On the Calendar page, changing the dates to outside the current forecast won’t extend the forecast graph line at the moment. You will still need follow the instructions in the knowledge base article at http://psmth.to/Ej
We are still working on more improvements for the graph. We will be releasing pie graphs shortly for the Bank Statements page.