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.
In order to give people who have some uncategorized transactions a complete picture, the Budget page now features a toggle in the toolbar to “include uncategorized”. This will add uncategorized transactions to the Budget Summary at the top of the page, and include an “Uncategorized” row at the bottom of the page.
Clicking this “Uncategorized” will take you through to a trends summary for your uncategorized transactions, which works the same as any other unbudgeted category.