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.
Doug is “busier than a one-armed wallpaper hanger”, so we’re keeping things short with a LIGHTNING ROUND! Read how he uses PocketSmith’s forecasting features to make sure he can cover all expenses at work and at home.
I’m Doug, founder of Base Builders which is a SaaS project management solution for architects and engineers.
I run the company including doing the books. I do have two PS accounts — one for personal and one for business. I would be dead in the water without them as I run a tight ship in both harbors.
Cash Flow forecasting with real-time data.
Since before it went purple. A long time.
Cash Flow forecasting. I try to maximize my investment dollars so I run my checking accounts as lean as possible. This means that I need to know what my future expenditures look like so I can ensure I have the funds to cover everything.
Our goal is to project how growing (or shrinking) our subscriptions will affect our bank balances. Will we be doing shareholder distributions or not?
Use the app. Plain and simple.
Keep my savings dollars invested in Apple.