Why you'll love PocketSmith

Most personal finance software solutions only track your expenses. We go further by helping you plan for the future. Our home accounting software gives you detailed features that will help you record your finances just the way you want it.

Use PocketSmith as your personal finance app to make day-to-day decisions or to plan for your retirement.

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Serving Canada since 2008.

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

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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.

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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.

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Excellent customer service

We're highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.

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Active development.

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.

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No advertisements. Ever.

Some free budgeting apps in Canada 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.

Personal finance software that doesn't judge

PocketSmith is the best personal finance software in Canada for people from all walks of life. Whether you’re a first home buyer looking for easy-to-use budgeting software, or the CFO of your household searching for personal accounting software to give you next-level insights, PocketSmith has the tools that fit.

Connect to all the major banks across Canada and around the world for access to live bank feeds. Say goodbye to tracking your money across multiple apps. With PocketSmith, you’ll get the full financial picture in one place.

Have a picture of your finances at the tip of your fingers, wherever you go, with PocketSmith Sidekick, our mobile companion budgeting app. Adjust your financial management to your lifestyle and categorize transactions, create budgets and manage household documents whilst you’re on the go!

You ask, we answer

What makes PocketSmith the best personal finance software in Canada?

PocketSmith is world-class personal finance software that lets you manage your money, your way. Made in NZ for a global audience, PocketSmith suits customers in Canada from all walks of life. Track your income, expenses, assets, and net worth, customize your budgets, forecast your cash flow up to 30 years into the future, and see it all in a nifty calendar view.  

Don’t take it from us, hear what our amazing user community has to say. See how our diverse group of customers in Canada and around the world use PocketSmith to supercharge their financial productivity. From expat entrepreneur Connor, who manages his NZ and Canadian financial life with PocketSmith, to Kevin, who uses PocketSmith to track his expenses, freelance work and taxes while he’s in the UK, to Renee and Jamie who use PocketSmith to track where their money is going each week

Does PocketSmith have a mobile app?

Yes! Originally a personal finance webapp for desktop, PocketSmith now has Sidekick - a handy companion budgeting app for mobile. With all the major functionality of the web app, but the ability to travel with you, wherever you go. We know that our customers aren’t all the same, so why should your experience with PocketSmith be cookie cutter? Tailor your usage to suit your lifestyle needs. Whether behind a desk or up in the vast wilderness of Canada, PocketSmith has the tools for you!

Can I connect my receipts and important documents to transactions?

Yes! Using the PocketSmith Attachments feature, you can attach receipts, invoices, and any other important docuent specific transactions in your feed. Whether you just want to keep track of what you bought at the supermarket last week or you’re renovating and need to keep all your documentation in one place, Attachments is here to help. 

How does PocketSmith compare to other personal accounting software?

PocketSmith offers excellent personal accounting functionality and molds itself to suit your needs. There’s a reason why PocketSmith its the only personal finance software that Xero recommends as an alternative to their own, now discontinued, Xero Personal accounting software. Keen to find out more about the benefits of using home accounting software for household budgeting? Read why PocketSmith is Xero employee Tara’s go-to money management tool

Can I use PocketSmith to create custom budgets?

We pride ourselves on creating leading budgeting software that allows customers in Canada to create budgets unique to their situation. Whatever stage of life you’re at, we’ll help you get control over your money.

We support all major banks in Canada

Along with 62 other banks in Canada! See below for the full listing.

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