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.
A beta preview of the new category budget analysis is now available at https://budgetingbeta.pocketsmith.com/budgets. The primary change you’ll see are new graphs when you drill-down into an individual category, where you’ll also find roll-up budget analysis.
The default Budgets front page hasn’t visually changed yet, and there are a few bugs we’re still working through here. We’re also discussing the plan for bringing roll-up budgeting to the fore here too, as well as other improvements that are possible now that the background work has been completed.
The site at https://budgetingbeta.pocketsmith.com can be used alongside the main application at https://my.pocketsmith.com, as data will remain consistent between both. Please let us know any feedback you have about the beta!