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.
You can now import a bank file into PocketSmith by dragging-and-dropping the bank file onto an account on the Account Summary.
For OFX, QFX and QIF files that contain both payee and memo fields, these will both be imported into the merchant name within PocketSmith.
If an OFX or QFX bank file you’re importing into a newly created account contains an account type and account balance, these will be autofilled for the new account.
If the OFX or QFX file contains an account number, this will be added to the account in PocketSmith and any subsequent uploads will autofill the selected account based on matching account numbers.
When importing CSV files, the last used CSV format for the selected account will now be remembered.