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.
All widgets in the dashboard now take safe balance into account across the board, including the balance graph, total balance and account list widgets. These widgets will show the safe balance for activated accounts by default, and features a clickable balance information popup which shows related balance information.
There is still a bit of work to complete prior to safe balance being able to exit beta (not the least of which is full mobile support) - but this is a key component along the path to that.