Connect your bank with PocketSmith and import your transactions automatically.
Keep track of your spending your way with categories, labels, and notes.
Track accounts from different countries and currencies at daily exchange rates.
PocketSmith was recommended by Xero as the only alternative to Xero Personal.
Create cash projections to see your daily bank balances up to 30 years into the future.
Plan your money in a calendar and see what you’re meant to have each day.
Test your decisions to see future outcomes and take uncertainty out of your planning.
Budget according to periods that are meaningful to you: daily, weekly, monthly and more.
Summarize the financial facts that matter to you, and see them in one place.
Keep track of what you own and what you owe. Add property, mortgages, loans and more.
See a report on how much you’ve earned and spent for any chosen date range.
A monthly breakdown of your historical and future financial activity.
PocketSmith Ltd has engaged Basiq Pty Ltd (ABN 95 616 592 011) (Basiq) who operates a data aggregation platform (Platform) to retrieve and collate User Data.
User authorises and appoints PocketSmith and its service providers, expressly including Basiq, as User's limited agent solely for the purpose of accessing third party data sources designated by User (User Accounts) via the Consumer Data Right or such third party websites, applications and servers, and retrieving information and related documents (User Data) from the designated User Accounts for the purposes of collecting and collating the User Data obtained. PocketSmith and Basiq will use due skill and care in acting as limited agents.
For these purposes, User licenses to PocketSmith, and authorises PocketSmith to grant Basiq a non-exclusive, royalty-free sub-license to authentication details and other information required for the access to User Accounts. User agrees that the User Account providers shall be entitled to rely on the foregoing authorisation granted and the appointment as agent.
User warrants and agrees that:
User acknowledges that Basiq is acting as PocketSmith's subcontractor and that User's sole recourse is under its agreement with PocketSmith. Basiq is in no way responsible for User's relationship with the providers of User Accounts or PocketSmith, or any of their products, services, acts or omissions. User releases Basiq from all liability and will hold Basiq harmless against any and all claims resulting directly or indirectly from Basiq's access to User Accounts and the retrieval and collation of User Data.
To the extent User accesses the Basiq Website or Platform, please note the Basiq End User Terms available on the Basiq Website.
For information on Basiq's privacy practices, please review Basiq's privacy policy available on its Website.
For information on Basiq's Consumer Data Right practices, please review Basiq's CDR policy available on its Website.