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 addition to the updates a couple of weeks ago, we’ve just released some design improvements to the Income and Expense Statement. Overall this page is now clearer and delivers more information within the available real estate. It also features a fixed header too, so you’ll never lose focus. Rows within the budget popup can now be clicked, to edit that instance of the budget - so quick changes are much easier!
All up, these recent changes have drastically improved our own financial calm when using the Income and Expense Statement. We hope they have the same effect for you!