Comprehensive, flexible, intuitive.
PocketSmith is elegant personal finance software that lets you do so much more.
See your forecast bank balances by scheduling future budgets. Our budget calendar makes it easy to see balances on any given date. Unlike Mint.com, cash flow forecasting is a core feature.
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.
Weekly groceries, biweekly paychecks, quarterly bills. Tuesday to Tuesday, or every 15th. We don’t force you to budget monthly because we know your life is more interesting than that.
Mint advertises to you, making you their product. The PocketSmith experience is about you and your money. We're an ad-free, noise-free experience.
Use PocketSmith anywhere. We have bank feeds for 36 countries, and users in 196. Connect foreign accounts with multi-currency support. PocketSmith has you covered from Australia to Zambia.
Since 2008, we've been working with our customers to create the world's best personal finance tool. We pride ourselves on constant improvement and iteration. You won't see any stagnation around here.
Amy Naha, United States
Casey Casburn, United States
Hugo Vitorino, Portugal
Nicholas Steenson, New Zealand
Follow these three easy steps to upgrade your personal finance experience.
Our Mint Express feature moves your Mint history to PocketSmith in minutes!
Your categories, transactions, accounts and labels will be preserved. Our wizard will help you set them up the way you want.
Once you've imported your data, reconnect your bank accounts and you're good to go.
Start managing your money better right away.
Categorize, label and annotate your transactions your way. Find your old transactions easily with our kick-ass search engine.
Save your favourite searches so you can see the results again with a click, anytime. Use searches to run actions (like categorizing and renaming) on blocks of transactions.
Schedule future budgets of varying periods (weekly, fortnightly, monthly, and more).
PocketSmith shows you how your savings will reward you by revealing your projected daily balances up to 30 years into the future.
Get answers to what-if scenarios. What would happen if you reduced spending on fast food? Can you survive on a lower income? Can you afford a new mortgage? How long before you can afford a vacation?
Our neat budget calendar lets you do this with ease, so you can make the best decisions for your future.
A broad solution like Mint not right for you? You've found the best alternative.
We've designed a comprehensive set of features to give you the flexibility you’re looking for.
We're constantly updating PocketSmith to make it better for you.
|Bank account aggregation|||||
|Multi-currency (currency for each account)||
|View sets of accounts together|||
|Live bank feeds|||||
|Connect to banks outside North America|||
|Live feed auto-categorisation|||||
|Auto-categorisation can be turned off|||
|Mortgage, loan and investment accounts|||
|Labels and tagging|||||
|File imports (CSV, OFX, QIF, QFX)|||
|Multi-criteria rules (by merchant, partial text match, amount, date, and more)|||
|Categorise and track spending|||||
|Split expenses into different categories|||||
|Customisable main and sub-categories|||
|Roll-up (overall) reporting||
|Flexible budgets (e.g. daily, weekly, quarterly, yearly)|||
|Integrates live feed accounts|||||
|Multiple loan accounts for an asset|||
|Send expenses to Xero|||
|Cash flow reporting|||||
|Cash flow projection|||
|Daily projected future bank balances|||
|What-if scenario modelling|||
|Schedule future budgets|||
|Daily historic and future closing balances|||