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.
At the end of this week we’re releasing version 2.5 of PocketSmith! This is a major revision of the application, and details of what is included in this upgrade can be found on the Roadmap.
The upgrade requires about 3 hours of application downtime, which will be starting on Sunday 23rd June 2013, 2am PDT / 5am EDT / 9am UTC / 9pm NZST. We’ve scheduled this to try and ensure a minimal impact upon our users across the world.
We thank you for your patience and support while we perform these upgrades to the application.
Here’s a quick run-down on what to look out for.
New, cleaner interface
Sub-categorization
Faster, better cashflows
Improved personal summary
It marks PocketSmith’s 5th Birthday! We started this journey on the 23rd of June 2008, and it is thanks to you all that we’re still here today. We think there is no better way to celebrate the start of PocketSmith’s fifth year than to get a long-awaited release in front of our users!
Thanks for all of your patience over the past few months while we’ve been in heavy development mode gearing up for this release. And as always, if you have any questions or comments at all, please get in touch, we’d love to hear from you :)