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.
Along with some other improvements for file imports which offer better progress monitoring for imported files, all imports are now able to be resumed, and will be remembered if you close the application.
For regular file imports for a bank, this means that you’ll be notified that the import has completed – or still in progress across – all pages of the application. This is displayed on the lower left, as shown in the screenshot. Clicking “Show” will show you more detailed progress.
This also means that for larger imports (such as when importing from other personal finance tools), you can close your browser window and come back at a later time to complete the final stages of the import, once the heavy lifting has been completed.