Accounts & transactions
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Automatic bank feeds
Connect your bank with PocketSmith and import your transactions automatically.
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Find and organise transactions
Keep track of your spending your way with categories, labels, and notes.
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Multi-currency
Track accounts from different countries and currencies at daily exchange rates.
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Recommended by Xero
PocketSmith was recommended by Xero as the only alternative to Xero Personal.
Budgets & planning
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Easy, powerful forecasting
Create cash projections to see your daily bank balances up to 30 years into the future.
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Budget calendar
Plan your money in a calendar and see what you’re meant to have each day.
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What-if scenarios
Test your decisions to see future outcomes and take uncertainty out of your planning.
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Flexible budgeting
Budget according to periods that are meaningful to you: daily, weekly, monthly and more.
Reporting
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Dashboard
Summarize the financial facts that matter to you, and see them in one place.
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Net Worth
Keep track of what you own and what you owe. Add property, mortgages, loans and more.
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Income & Expense
See a report on how much you’ve earned and spent for any chosen date range.
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Cashflow Statement
A monthly breakdown of your historical and future financial activity.
