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.
In the iOS and Android apps, you can now snap a photo on your phone and attach it to a transaction or upload the photo to the attachment inbox for attaching to a transaction later.
When adding a new cash transaction or editing a transaction, there is new attachment field where you can attach photos from your camera, files from your phone or files in the attachment inbox. You can also view any currently attached files.
Two new widgets have been added to the Dashboard. One allows you to select either a camera or file upload to the attachment inbox. The second widget provides access to the attachment inbox for viewing your attachments.