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.
If you are using rollover on some of your budgets, you will now see an extra setting on both the Income & Expense and Budget pages.
The Budget page setting lets you choose if you want rollover amounts included in the budget bar totals at the top of the page. The Income & Expense report setting allows you to decide if you want the rollover amounts included within all totals in the report.
Previously, there was no option and the rollover amounts were always included. These settings provide you with more control over when rollover amounts are included, which is useful if you’re trying to compare what your income and expenses will be for a period.
Further improvements to how rollover amounts are shown on these pages are planned.