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.
Read how Cliff manages all of his investments and pensions in retirement using PocketSmith.
I’m a retired small business owner used to using Xero at work, with a lot of small investments including securities and pensions.
The one person managing the money through retirement for my partner and me.
The fact that it linked to the majority of accounts — I hadn’t realized that live feeds from investment companies like Vanguard were possible. And where this isn’t possible I can create my own accounts and maintain them manually.
A year.
Daily reconciliation of all card and bank accounts with monthly updating of the investments not on a bank feed.
I can do everything on it and no longer need to use spreadsheets. Just takes five minutes a day.
Take some time to appreciate the differences from double-entry packages like Xero and read the instructions to appreciate all the features.
Subscribing to PocketSmith.