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.
It doesn’t matter if you’re motivated by your accountant, tax agent, friend, foe or lover. Impress them all by wielding your new-found clarity over your money.
Focus on what’s important to you right now and put aside overwhelming financial details you don’t need. Make customized dashboards and reports for different situations and people.
Automatically import and categorize transactions from over 14,000 banks and institutions worldwide. Make rules of your own so PocketSmith does your work for you.
Adapt to lifestyle changes with confidence. Have peace of mind knowing you will always have a copy of all your finances in one place for when you need them.
Join a global community of people who have discovered the best way to manage their money, their way.