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.
We’ve introduced a couple of highly requested features to Transactions this week. But before we get into that, we’d like to point you to our development roadmap on Trello:
The roadmap contains all of the features leading up to PocketSmith v3. We’re releasing features as we go rather than all at once, so that we can get the benefits out to users quicker as well as iterate on user feedback.
We’ve condensed our key release milestones into cards on the Master Feature List board. Click on a card to see a brief description of the feature, along with any comments. The cards are ordered in terms of priority, and we’ll be moving them from one board to another so you can see what’s in progress, in testing, on beta, and finally on live.
We’ll also be posting weekly updates to keep you appraised as to our progress on these milestones, and will be writing about the new features as we release them.
On to the updates!
First up, you can now export all your transactions from PocketSmith! To use this feature, head to the Profile menu (top-right), click on Preferences, then ‘Export Data’ on the left. You’ll find the option to export your transactions here:
Transactions export option in the Preferences window
The export downloads a CSV file, which you can open in a spreadsheet application. It contains these columns:
We will improve upon this feature by letting you filter the export by criteria such as account, date, and search results. This will come in the near future alongside improvements to how you search for transactions.
You can now add a note to a transaction in the Edit Transaction slide-out.
Transaction notes in the Edit Transaction slide-out
A few considerations to bear in mind: