Manage anything from a small project to your life's financial goals

PocketSmith will rise to the challenge and grow with you.

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Track spending

How much is your coffee habit costing you? PocketSmith easily categorises your spending so you understand your own money behaviour better.

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Kick debt

Want to clear off your credit card debt faster? Use PocketSmith’s Budgets to help you track your future income and expenses and stay on track with your repayments.

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Plan your future

How are your finances looking in 6 months, 10 years or even 30 years? Understand the future impact of your decisions today and view your long term cash balances in a calendar.

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Manage net worth

Keep an eye on all income streams and assets in one place. PocketSmith’s comprehensive insights and forecasts help users see their true net worth and make informed decisions.

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Get excellent customer service

We're highly responsive and care about getting you in control of your money. If you need a little help or just want to learn more, please get in touch — we’ll get right back to you.

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Keep your info safe and secure

Your data is safe with us. It's encrypted in transit and at rest, and you're not required to share personally-identifying information with us. Read more about our security practices.

“I really enjoy being able to view and track our net worth, which is something I hadn’t thought about before adding all our assets and investments into PocketSmith — it’s helping us plan for our financial future and retirement.” Read more.

Steph, New Zealand

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Get your PocketSmith deal

Friends of Lighthouse Financial: Get 50% off your first two months of a PocketSmith Foundation or Flourish plan!

Foundation

Save 50% for two months!

$14.95 $7.48 monthly
for the first two months

  • Automatic bank feeds
  • Automatic and manual transaction importing
  • Automatic categorisation
  • Unlimited budgets
  • Unlimited accounts
  • 6 connected banks from 1 country
  • 6 dashboards
  • 10 years' projection
Get Foundation Deal

Flourish

Save 50% for two months!

$24.95 $12.48 monthly
for the first two months

  • Automatic bank feeds
  • Automatic and manual transaction importing
  • Automatic categorisation
  • Unlimited budgets
  • Unlimited accounts
  • 18 connected banks from all countries
  • 18 dashboards
  • 30 years' projection
Get Flourish Deal