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.
Since the launch of the Bank Feed service into beta, there has been an issue with the volume of “Pending” transactions for some banks. This meant that some accounts had transactions appear a number of times, with up to 3 duplicates in some cases.
This has now been resolved, and “Pending” transactions are now ignored by PocketSmith, although they are still stored in the Bank Feed service. More work will be performed in this area in coming weeks, with options to allow the inclusion of Pending transactions from the Bank Feeds service.
Extended information on what “Pending” transactions are and how we deal with them (as well as the future plans) can be found at the wiki page [About “Pending” transactions][1].
[1]: http://psmth.to/pending-tx (About “Pending” transactions)