Why you'll love PocketSmith

We're a boutique team of talented and passionate people who are committed to providing an exceptional experience to our base of users in over 190 countries.

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Import your Quicken transaction history

You'll be up and running with your data in minutes, with our dedicated importer for Quicken transactions. 

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We work harder so you're smarter

We automatically import and categorize transactions from over 14,000 institutions worldwide. Make rules so PocketSmith does the work for you.

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Customize reports and Dashboards

See the insights that matter to you, block out the noise and focus on the financial details that you need right now.

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Get the answers you're looking for

Attach labels, notes, photos and invoices to any transaction. Our killer search engine will then help you find the facts in your finances.

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Make beautiful forecasts and craft your future

Cash flow forecasting is a core feature. See your forecasts in an intuitive calendar and plan for the future you want.

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We give excellent customer service

We care for our users. If you need a little help or just want to learn more, please get in touch and we’ll get right back to you.

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Here's why ex-Quicken users love PocketSmith

OUR CUSTOMER STORIES

A few reasons why PocketSmith
is the best alternative to Quicken

Quicken PocketSmith
More ways to import your data
See all your accounts in one place
Sync with US banks and institutions
Sync with over 12,000 banks and institutions worldwide
Import transactions with CSV and OFX files
Better personalization
Add images and attachments to transactions
Make your own rules for automatically categorizing transactions
Flexible budgeting periods
Forecasting daily account balances
Customizable dashboards
More ways to work with your money
Fully-featured web app
Desktop app for Windows
Desktop app for MacOS
Mobile app for iOS and Android
Desktop app for Linux

PocketSmith is personal finance software that lets you be productive with your money, your way.

Learn more about how our features can supercharge your financial productivity.

Take a step up from Quicken!

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Be productive with your money, your way

Life is interesting, and so are you.

We're a diverse bunch of people here at PocketSmith, and we all have different money attitudes and goals too. This is why we made our app really customisable.

Unlike other money management apps, we don't force you into a system, because we don't think like that either.

We're here to help you focus on what you care about.

Freedom to pick the tools that fit the job.

PocketSmith gives you control over all jobs, big and small.

All you need to do is pick and mix the features that you want in order to design a solution that works best for you.

When things change, PocketSmith will change with you. We use our deep understanding of our customer needs to deliver a rich and comprehensive experience that stands the test of time.

Ready to get started?

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"PocketSmith is like your own personal finance assistant. 9/10"

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