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 required changes and adjustments to the webcal export feature have been completed! This sees everyone able to access their Forecast Calendar data in external calendaring applications, such as Google Calendar, iCal on Mac OS X, Mozilla Sunbird and Microsoft Outlook.
To get your unique webcal export URL, head to and log in. You are able to set which calendars you’d like to subscribe to individually, or you can subscribe to all of your calendars at once.
The new system of calendar exports provides room for flexibility into the future. This means that we can start to include more Webcal-exported PocketSmith data, such as:
If there is other data you’d like to see exported from PocketSmith into your calendar applications, please let us know!