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.
To help provide more context for the different pages within PocketSmith, we have added page tips with helpful information about the page you are viewing.
New PocketSmith users will see the page tips fully expanded when they first visit a page and once they are familiar with the page it can be minimized.
Current PocketSmith users will see this tips minimised and can expand the tips by clicking on the tips icon in the bottom-right. You can also remove the tips completely by closing the tips icon.