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 released some changes which makes it easier to view web application dashboards tailored for your phone.
You can now create a mobile-specific dashboard with a single column of widgets, customized as needed. Once you’re done, navigate to the Dashboard on your phone (selecting “remember me” when you log in), choose the Dashboard and “Add to Home screen” for easy access to your mobile dashboard into the future. This will help see you through until we add full Dashboard support on the native mobile apps.
With this release, we’ve also pushed the new Dashboard into prime-time, with the older dashboard now called the legacy dashboard. More updates are coming soon!