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 been hard at work on a new transaction search interface, which we’re confident enough to release to limited preview. It’s still a work in progress, and features are still actively being added to it (such as being able to manage your Filters using this new interface).
Despite that, it’s certainly ready for everyone who would like to give it a spin at this early stage - just reach out to us and let us know. We’ll activate the ability to be able to toggle the search on and off from the User Preferences > Beta Settings area, so that you can control when you want to see the new search and not. Get in touch now to get access!