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 been making great progress building the new PocketSmith user interface, and we’d love for you to take a look! Head to https://2015-ui.pocketsmith.com to get started. Live data is in use, and is current as at the 5th of June. Changes made here will not reflect in the main application.
Please be aware that this is still work in progress, and caveats and known issues are listed here. This being said, we’d love to hear what you think - please use the “Feedback” item in the menu to let us know!