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.
Export your history from Mint, Quicken, YNAB, Buxfer, Pocketbook or Moneywiz and upload it to PocketSmith. We'll guide you.
Preserve your categories, transactions, accounts and labels.
Once you've imported your data, reconnect your bank accounts and you're good to go.
Enjoy a more comprehensive experience as well as our excellent customer support.
I trialled several big name products and none of them had the ability to add files and photos from any device - a deal breaker for me. Pocketsmith is the only product I could find that has this function - and the service is absolutely amazing.
Rebekah, Australia
To get started quickly, you can import your data from Mint.com or any other personal finance software. Transition seamlessly from another platform, and carry on where you left-off.
Your data is safe with us. It’s encrypted in transit and at rest, and you’re not required to share personally-identifying information with us. Read more about our security practices.
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.