Designed for personal accounting

Take advantage of the power and flexibility to stay in full control of your personal finances, without the complexity and constraints of a General Ledger system.

Intuitive and easy to use

PocketSmith is designed around single-entry, cash-based bookkeeping to keep your records simple and save you time.

Automatic bank feeds

Just like Xero, you can sync your bank and credit cards and automatically download your transactions into PocketSmith. Connect to over 12,000 banks worldwide.

Rich reporting and more

Get the insights you want, with reports for your Income & Expense, Net Worth, Cashflow and 30-year daily forecasts. Collaborate with others using Advisor Access.

When I started my business, I started using Xero and that gave me a lot of confidence when it came to understanding the financial health of my business. PocketSmith does the exact same for my personal finances. As a data-driven person, being able to use a tool like PocketSmith has helped me identify habits and trends in my day-to-day life which has had a big impact on my relationship with money. Read more.

Connor, Canada

Active development.

Since 2008, we’ve been working on creating the world’s best personal finance tool. We pride ourselves on constant improvement and iteration. You won’t see any stagnation around here.

No advertisements. Ever.

Some free apps advertise to you, making you their product. The PocketSmith experience is about you and your money, you will not be sold other products along the way.

Excellent customer service.

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.

Ready to take control of your
financial future?