Personal finance software for Canadians

We're big on flexibility. Connect to a live feed from 69 banks in Canada, or import your transactions manually.

Serving Canada since 2008

Our personal finance software has been available in Canada since 2008, offering live bank feeds for Canadian institutions since 2011.

Flexible import options

Concerned about connecting up live bank feeds? We've got you covered - you can upload OFX, QIF or CSV files from your bank, or create transactions manually.

Great support for multiple currencies

Have accounts in multiple countries? Get a consolidated view with PocketSmith - see all your foreign currencies in CAD and get a clear view of your combined net worth.

No bank password required

We offer bank feeds through a trusted data provider, but if you're not comfortable sharing your password, we've still got you covered. Import bank files, create manual transactions, or just forecast your cash flow in the calendar.

We support all major banks in Canada

2989 2626 2745 483 1846 1026 2248 706
Along with 61 other banks in Canada! See below for the full listing.
Name Account Types Home Page
Icon-missing Advantage CU bank accounts and loans
American Express Cards credit cards
ATB Financial Business Banking bank accounts
BMO Corporate MasterCard credit cards
BMO Financial Group mortgage, loans, bank accounts, and credit cards
Icon-missing BMO Financial Group investments
BMO Financial Group investments
BMO Financial Group investments
BMO Harris Private Banking investments
Icon-missing Canadian Tire FS credit cards
Capital One credit cards
Icon-missing Capital One Costco credit cards
Icon-missing Chase Canada Online credit cards
CI Investments investments
CIBC mortgage, investments, bank accounts, credit cards, and loans
Citi Credit Cards credit cards
Computershare investments
Desjardins bank accounts, loans, credit cards, investments, and mortgage
Desjardins AccèsD Affaires bank accounts
Desjardins Prospera CU credit cards
Desjardins Westminster Savings credit cards
Icon-missing Diners Club International - Credit Card credit cards
Edward Jones investments
Envision Financial, a division of First West CU bank accounts
Icon-missing Fidelity investments
Icon-missing FirstLine Mortgages mortgage
Icon-missing Ford Credit loans
Icon-missing Gestion FÉRIQUE investments
Home Depot Credit Card credit cards
HSBC Bank bank accounts
HSBC InvestDirect investments
Icon-missing HSBC Master Card credit cards
ICICI Bank bank accounts
Icon-missing Indigo credit cards
Icon-missing IntesaBci Canada bank accounts
Invesco investments
Icon-missing Investors Group Financial Services investments
Icon-missing Mackenzie Investments investments
Icon-missing Manulife Bank bank accounts and loans
Icon-missing MBNA credit cards
Meridian CU Personal Banking bank accounts
National Bank of Canada credit cards and bank accounts
PayPal Extras MasterCard credit cards
Icon-missing PH&N Investment Services investments
Icon-missing President's Choice Financial bank accounts
Icon-missing Presidents Choice Financial Credit Card credit cards
Icon-missing Qtrade Investor investments
Raymond James investments
RBC Direct Investing investments
Icon-missing RBC Dominion Securities investments
RBC PH&N Investment Counsel investments
RBC Royal Bank investments, bank accounts, loans, credit cards, and mortgage
Icon-missing Richardson GMP investments
Scotia iTrade investments
Scotiabank mortgage, loans, investments, bank accounts, and credit cards
Icon-missing Scotiabank Business Credit Cards credit cards
Icon-missing Sears Credit Cards credit cards
Icon-missing Standard Life investments
Sun Life Financial investments
Sydney CU bank accounts
TANGERINE bank accounts
TANGERINE Business Banking bank accounts
TD Bank Trust mortgage, credit cards, loans, investments, and bank accounts
TD Future Builder investments
TD Waterhouse investments
Icon-missing Vancity bank accounts
Icon-missing Vancity credit cards
Vancity Business Banking bank accounts
Walmart Rewards MasterCard credit cards

Ready to get started?