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.
Updates have been performed on the Bank Feed service which has enhanced the reliability of credential checking for complex login forms. Institutions and banks with more advanced login forms that may have failed previously will now be able to be successfully added to the Bank Feed service.
While the majority of institutions use relatively simple fields in their forms to login to online banking, some use more advanced variations which need to be processed in a different method than normal. These form fields go beyond normal text and password fields, to having other elements such as drop-downs and single fields that have been broken up into multiple parts. For example, some institutions require a date to login with drop-downs and text fields combined, or ask for a Social Security Number in separated fields.
The Bank Feed service has been upgraded to feature newly re-written advanced form processors, which respond differently when required by new form types. Everything is far more flexible now, and new types which are encountered into the future will be able to be added more easily than previously possible.
If you find that you are not able to authorise against your institution, or are stuck on “Adding your bank to the automatic bank feed service…”, please get in touch with us, and we’ll get to the bottom of the issue.