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.
If you know how to use a calendar, you can create spectacular daily cashflow forecasts with PocketSmith.
The balance forecast graph shows you how much you'll have in the future based on your scheduled budgets.
See exactly how much you're projected to have, accurate to the day, up to 30 years in the future.
See the power of compounding interest on your balances simply by entering an interest value for your personal finance forecasting.
Only financial tool I've come across in the past four years that gives you the ability to accurately forecast your accounts in a way that makes sense: graph, calendar and cash flow views in any scenario.
Austen, USA
Each of us is on our own journey to financial success. We believe that the journey shouldn’t be prescriptive or daunting, so use PocketSmith to play by your own rules.
Manage all your accounts in one place. Track multiple income and expense streams, and save time when filing your taxes.
We’re highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.