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.
It’s not always clear what category settings have been applied for a particular category. And as it’s a key part of how category-based budget reporting is performed, this setting is now front-and-center on the Categories page. It’ll show as either “Income”, “Expense” or “Expense and Income” depending on the category type settings which are applied.
In addition, the category type will now automatically change to the correct type, if you edit the only budget in the category to be a different type. So if you accidentally create your “Wages” budget to be an expense budget at first, editing that budget to be an income will have the category type change to income.