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’ve launched an importer for data exported from MoneyBrilliant, who have recently announced that they’re closing down the service over the next 6 weeks.
The data exports from MoneyBrilliant are in Excel format, and contain a lot of information - accounts, transactions, budgets and categories. Our importer can slurp up all this information and get your PocketSmith account set up with the data in minutes.
Further information on this soon, but for the moment you can check it out over at https://my.pocketsmith.com/setup/money_brilliant.