Most personal finance software solutions only track your expenses. We go further by helping you plan for the future. You also get detailed features that will help you record your finances just the way you want it.
Use PocketSmith to make day-to-day decisions or to plan for your retirement.
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.
This is the best, most complete and most intuitive tool I've ever tried in the finance category. For me, the calendar was the mind blowing feature that changed my perception and minimum feature to expect.
Hugo Vitorino, Portugal
THE CALENDAR! OH MY GLOB! THE CALENDAR! Mint, Quicken, Excel - none give you the similar ability to prevent cash flow problems in the future in such an easy, graphic way. Money software is useless if it can't help you plan the future. I have already recommended it and continue to do so.
Amy Naha, United States
So far this program has been a game changer for me. I'm finally able to budget they way I'd always hoped. I love looking into the future and seeing what money I will have left over.
Casey Casburn, United States
I've tried quite a few of these budgeting applications, but this has been the best experience, supporting the most bank accounts and international currencies.
Nicholas Steenson, New Zealand
We're a diverse bunch of people here at PocketSmith, and we all have different money attitudes and goals too. This is why we made our app really customisable.
Unlike other money management apps, we don't force you into a system, because we don't think like that either.
We're here to help you focus on what you care about.
PocketSmith gives you control over all jobs, big and small.
All you need to do is pick and mix the features that you want in order to design a solution that works best for you.
When things change, PocketSmith will change with you. We use our deep understanding of our customer needs to deliver a rich and comprehensive experience that stands the test of time.
A small selection of write-ups and products we're connected to.
