See all your account balances, budgets, recent spending and planned spending in one place.
Click the big green button to start sorting your transactions.
Use a card-based layout for smaller screens and tablets. More customization coming soon!
Get notified when you're close to, or over budget.
I'm not sure where to send positive feedback but just wanted to say how much I'm enjoying the beta version of the new dashboard. Thank you, it's making me feel much more in control and efficient already!
Manage all your accounts in one place. Track multiple income and expense streams, and save time when filing your taxes.
Use PocketSmith as your day-to-day finance tool. With our companion mobile app, your details are always in your pocket.
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.