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radar Find the facts in your finances

It doesn’t matter if you’re motivated by your accountant, tax agent, friend, foe or lover. Impress them all by wielding your new-found clarity over your money.

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Focus on what’s important to you right now and put aside overwhelming financial details you don’t need. Make customized dashboards and reports for different situations and people.

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Automatically import and categorize transactions from over 14,000 banks and institutions worldwide. Make rules of your own so PocketSmith does your work for you.

“PocketSmith ticked all the boxes for our needs. It was just perfect, easy, and really intuitive. Out of the box, I was able to connect to my bank feeds, categorize my spending, and set up budgets within an hour or two. Once the basics were done, I was able to really drill down into the detail and get things fine-tuned.” Read more.

Daniel Johns, Australia

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Adapt to lifestyle changes with confidence. Have peace of mind knowing you will always have a copy of all your finances in one place for when you need them.

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Join a global community of people who have discovered the best way to manage their money, their way.

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