Bank account and credit card bank feeds for PSD2-regulated financial institutions are provided by Salt Edge — an FCA-registered aggregator that securely provides PocketSmith with bank account and transaction data with your consent. You can view their full support list on their website.
The bank feed listings below are from Yodlee, who since the PSD2 regulations came into effect in September 2019 are only able to provide bank feeds for some mortgage and loan accounts, while institutions work to complete their PSD2 compliance.
Most personal finance software solutions only track your expenses. We go further by helping you plan for the future. You also get detailed features that will help you record your finances just the way you want it.
Use PocketSmith to make day-to-day decisions or to plan for your retirement.
Access to bank feeds in 49 countries can be yours. And if you can't get feeds where you are, PocketSmith features a super-easy financial file uploader too, so you'll never be without your transactions.
Being a global application, you can track all your different currencies in the one place. Accurate conversions between your base currency and foreign currencies comes out of the box.
Having accounts around the world can be a pain. PocketSmith lets you add as many banks as you need from as many countries as you require, so you can keep an eye on everything in one place.
We're proudly a New Zealand company. We know all about being frustrated with US-centric software, so we're with you all the way!
Since 2008, we've been working on creating the world's best personal finance tool. We pride ourselves on constant improvement and iteration. You won't see any stagnation around here.
Some free apps advertise to you, making you their product. The PocketSmith experience is about you and your money, you will not be sold other products along the way.
This is the best, most complete and most intuitive tool I've ever tried in the finance category. For me, the calendar was the mind blowing feature that changed my perception and minimum feature to expect.
Hugo Vitorino, Portugal
THE CALENDAR! OH MY GLOB! THE CALENDAR! Mint, Quicken, Excel - none give you the similar ability to prevent cash flow problems in the future in such an easy, graphic way. Money software is useless if it can't help you plan the future. I have already recommended it and continue to do so.
Amy Naha, United States
So far this program has been a game changer for me. I'm finally able to budget they way I'd always hoped. I love looking into the future and seeing what money I will have left over.
Casey Casburn, United States
I've tried quite a few of these budgeting applications, but this has been the best experience, supporting the most bank accounts and international currencies.
Nicholas Steenson, New Zealand