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 happy to announce that all Basiq open banking feeds in Australia have now been enabled. These are all available via the regular feed search in PocketSmith, and are denoted by the “Open Banking” tag that appears to the right of each search result.
While everything is working well for the majority of customers, CDR open banking data sharing is still a fairly new concept. As a result, some banks still struggle to supply data reliably and completely. Please send us an email if you experience any problems, and we’ll be happy to look into the issue.