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 built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users.
Xero Personal users can follow a set of steps to export their transactions, and the subsequent import into PocketSmith will bring over accounts, categories, and categorised transactions.
New users will be able to get to Xero Express from the Dashboard. Existing users can head to .
Please note that Xero Express is a migration tool, which means that it’s designed to populate an empty account. As such, importing a Xero Personal CSV with a populated account may result in overwritten or duplicate data.
Xero Personal Migration Tool
We’ve responded to a couple of user requests and updated the Cashflows view for better usability.
These two changes should make working with cashflows a little bit quicker :-)
Cashflows now highlight the present month, and the summary is displayed on top
We’ve implemented the above In response to user feedback. So now, a quick way of excluding a large number of transfer merchants from the Dashboard is to assign the merchants to a single Merchant category.
In order to mark a category as a transfer, just edit the category from the Categories page - it will then no longer display on the Dashboard pie-chart.