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.
The PocketSmith mobile and web applications will be unavailable for a maximum of one hour on the 18th / 19th of April 2013.
Upgrades will commence at 3pm NZST / 3am UTC (19th April) or 8pm PDT / 11pm EDT (18th April). We’re allowing one hour total to perform the required changes, though we are still targeting to have everything completed within 30 minutes.
Thanks for your patience while we perform these upgrades, please get in touch if you have any questions!