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.
The transactions page now lets you search for transactions which don’t have specific labels, by choosing “none” when choosing some labels in the search form. In this mode, only transactions that have none of the selected labels will be returned.
This comes along with a tweak in the way that the label search options are presented: there is now a dropdown with the three options within it: any, all, and none. The “all” option replaces the “Match all” checkbox that was previously used.
This new capability will be extremely helpful especially when combined with other search fields, and once stored as a saved search, will be great for use in various Dashboard widgets.