PocketSmith is personal finance software with cash flow forecasts.
Understand your money and its potential. Start saving today.
Just like Xero. Save time and connect your personal accounts from multiple institutions to easily see where your money is going.
Click on any transaction to see a 'Send to Xero' option. Enter a description, reference and account code, then click 'Send'. See instructions.
Invite another PocketSmith user - be it an advisor, friend or family member - to access and manage your account.
Create cash projections with ease with using our calendar view. PocketSmith does the heavy lifting and calculations for you.
Keep track of what you own, and what you owe. Add property, mortgages, vehicles, loans and more.
See a report on how much you've earned and spent in a specified time frame. See earning and spending totals by category, separated into income and expense.
Amy Naha, United States
Casey Casburn, United States
Hugo Vitorino, Portugal
Nicholas Steenson, New Zealand