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.
Use them to take note of experiences that you need, or would like to, recall later.
Think of it like a journal that’s guided by your spending activity.
Your record is constantly updated for you. Just add notes, photos and attachments.
Now, what was the name of that cute restaurant we had dinner at in Invercargill?
So far this program has been a game changer for me. I'm finally able to budget they way I'd always hoped. I love looking into the future and seeing what money I will have left over.
Casey Casburn, United States
This is the best, most complete and most intuitive tool I've ever tried in the finance category. For me, the calendar was the mind blowing feature that changed my perception and minimum feature to expect.
Hugo Vitorino, Portugal
THE CALENDAR! OH MY GLOB! THE CALENDAR! Mint, Quicken, Excel - none give you the similar ability to prevent cash flow problems in the future in such an easy, graphic way. Money software is useless if it can't help you plan the future. I have already recommended it and continue to do so.
Amy Naha, United States
I've tried quite a few of these budgeting applications, but this has been the best experience, supporting the most bank accounts and international currencies.
Nicholas Steenson, New Zealand
What was the name of that place we ate at, and was it worth the money?
What was wrong with the car, and how much have I spent on it this year?
How much did we spend on that new oven last year, and do we have a copy of the receipt?
I know I found a good price for limes last year, but where did I get them from?
When was the last time we took the kids to the dentist, and what was it for?
What can I learn about my spending habits from the notes I've written?
A small selection of write-ups and products we're connected to.