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.
We’re nearing the full release for open banking feeds in Australia, with our new data partner Basiq. You can already add open banking feeds for Macquarie, Up, Ubank (ex-86400) and HSBC yourself, via the add feed search form.
People who get in touch are also able to migrate to using open banking feeds as well - so please send us an email if you’d like to switch.
As we learn about the nature of Australian CDR open banking feeds, we’re updating our Learn Center article with details. If you’re interested in some background reading, you can find all the details on our blog.