PocketSmith Sidekick is the mobile companion to our web app. If you don't already have a PocketSmith account, you can create one now.


Already signed up? PocketSmith Sidekick is available for iOS and Android.

"This under-the-radar budgeting app is the best I've used. And I've used all the top ones. The budgeting features are top-notch and syncing banks was easy as well. The 2 things that set this apart from other apps is the dashboard, you customize it the way you want. As well as their highly accurate automatic categorization of bank transactions. Very useful for young professionals on the go who want to glance at their budgets and financial standings rather than scroll through different tabs."

Tharany Krishnamoorthy - Google Play

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A customizable dashboard

Focus on your financial goals by choosing from our extensive list of dashboard widgets to focus on the charts that matter to you.

This is the best personal finance mobile app for keeping track of every dollar that flows through your bank accounts. It is a great way to get to know your spending habits, do your financial planning like a pro, and meet those savings goals.

Track your budgets

This is money management software that fits your financial life. Set up a daily, weekly, fortnightly or monthly budget to reflect when your expenses actually occur. Then track your spending, and any overspending, wherever you are.

Be even more productive by setting up notifications to remind you to check in periodically or send yourself bill reminders via email.

See all your accounts in one place

Track spending and account balances across all of your bank accounts with the flexible functionality of the best personal finance app for iOS and Android.

Join our global community of happy users and use PocketSmith as a tracking app to keep on top of all of your financial institutions in a currency of your choice. Be it your credit cards, savings account or checking account, we’ve got you covered.

Here’s to a stress-free financial life in your pocket!

Finally, a non-judgemental personal finance app

PocketSmith is the best personal finance management app for all walks of life. Whether you are looking for a budgeting app for beginners or are embarking on serious financial planning to meet your savings goals, PocketSmith is the budgeting app that will meet your home bookkeeping needs.

Connect to all the major banks around the world for access to live bank feeds. Link your bank account to our personal finance tracking app and say goodbye to tracking your money across multiple apps. With PocketSmith, you’ll get a full picture of your financial life in one place.

Never be in the dark when it comes to your finances with PocketSmith Sidekick, our companion budgeting app. Categorize your transactions, create budgets, and manage household documents at your convenience, wherever you are.

You ask, we answer

Is PocketSmith a web app, mobile app or both?

Both! PocketSmith is cloud-based desktop personal finance software with a mobile companion app. Our iOS and Android budgeting app is designed to provide you with the key elements of PocketSmith right there in your pocket so you can achieve your financial goals while you do what you do best — live your life!

What makes PocketSmith the best personal finance app?

Money is intensely personal, so only you can answer that question. What we can promise though, is one of the most customizable personal money management tools on the market.

You can adapt PocketSmith to suit your preferred budgeting method, whether you count every dollar, follow the 50/30/20 rule, the envelope system, zero-based budgeting, or a hybrid system you invented yourself! Our caring Support team is an email away to help you figure things out as you go. 

Check out what our lovely user community has to say and decide whether we're right for you. See how a diverse group of people use PocketSmith to supercharge their financial productivity. From software engineer Darin, who tracks his expenses and income with PocketSmith, to entrepreneur Doug, who uses PocketSmith’s forecasting features for home and business, and California-based Ellen and Max, who manage their combined finances with PocketSmith.

Does PocketSmith track investment accounts?

Yes. We have Data Connections that allow us to connect to financial aggregators and other institutions all over the world. We’ve also partnered directly with global portfolio management tool, Sharesight, to bring in your investment portfolio balance seamlessly into PocketSmith. 

Link your investment accounts and see them in our net worth tracker. Add all your other investments and liabilities (like property, superannuation funds and mortgages) to see an even better picture of your net worth!

What is PocketSmith?

PocketSmith is world-class personal finance software that lets you manage your money, your way. Track your income, expenses, assets and net worth, customize your budgets, forecast your cashflow up to 30 years into the future, and see it all in a nifty calendar view. 

A PocketSmith account is required to use the mobile app.

Please visit our Learn Center article for more information, and email us at [email protected] with any feedback.

Don't have a PocketSmith account?


Get financial clarity.

Track your money in one place and get new insights on your finances. Categorize, label and annotate your transactions to see reports in graphs, charts and tables.

Compatible with everything.

To get started quickly, you can import your data from Mint.com or any other personal finance software. Transition seamlessly from another platform, and carry on where you left-off.

Excellent customer service.

We're highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.

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