Basic, 'cookie-cutter' solutions may not have felt right for you. This is why we designed a comprehensive set of features
to give you the flexibility you're looking for.
Join an amazing community of people using our tools in all sorts of ways, including:
We save you the hassle of importing your transactions by connecting to over 12,000 institutions worldwide.
Categorize, label and annotate your spending, your way. Then use our amazing search engine to find transactions.
Track accounts, assets and liabilities from different countries. Automatic currency conversion based on daily rates.
Connect your Xero account and send expenses over in a couple of clicks. No need to sign in every time, no need for manual entry.
"PocketSmith has been such a big relief. We used to have a lot of stress about our monthly budget; we were trying to track everything in Excel. It took a lot of work, and it was hard to see the overall picture of whether we were on track to meet our goals, and how decisions were affecting one another with our newly-combined incomes." Read more.
Ellen and Max Parry
Create cash projections in minutes. See your daily bank balances up to 30 years into the future.
Interact with your money in a natural manner. Schedule your upcoming bills and budgets in a calendar.
Take the uncertainty out of your planning. Test your decisions to see future financial outcomes.
Break your budget down into meaningful periods. Create daily, weekly, monthly budgets and more.
"I love the fact that being in transition across multiple countries, accounts in different currencies can be easily consolidated in a single ‘wallet’ in PocketSmith. I can then choose a primary currency to ensure my income statement is showing the true value of my earnings and spending, without masses of spreadsheets and FX calculations!"
Michelle McLachlan, Australia
A summary of all your activity in one place. Choose a dashboard layout that suits you.
Keep track of what you own, and what you owe. Add property, mortgages, vehicles, loans and more.
See a report on how much you've earned and spent in a specified time frame.
This is automatically updated for you. See your historical and future financial activity by month.
"I mainly use PocketSmith to predict the future and prevent divorce. OK, so that is some creative licence there, but there are plenty of studies out there that finances are one of, if not the biggest cause of tension in marriage, so any tool that can help predict that is a potential marriage saver, or at least an argument preventer." Read more.
Use our Express Migration tool to easily bring all your accounts, transactions and categories over from Mint.
Secure your account by requiring a code from your mobile phone along with your username and password.
Invite another PocketSmith user - be it an advisor, friend or family member - to access and manage your account.
PocketSmith can email you summaries of your financial activity according to a schedule determined by you.