Why you'll love PocketSmith

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.

language
Serving Canada since 2008.

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

settings_input_hdmi
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.

attach_money
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.

attach_money
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.

build
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.

block
No advertisements. Ever.

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.

We support all major banks in Canada

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

Name Home Page Account Types

Ready to take control of your
financial future?

GET STARTED