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
Track your money, your way, and get new insights on your finances.
Automatic Bank Feeds keep PocketSmith updated so you can see where your money is going. Pick and choose to see the bank, credit card and loan accounts you want in one place.
PocketSmith is equipped to tackle all jobs, big and small.
Keep track of what you care about, and tune it. That growing sneaker collection; the cost of building a birdhouse; your recent family vacation; and whether or not your Airbnb is paying off your mortgage.
Get answers to what-if scenarios. What would happen if you reduced spending on takeout? Can you survive on a lower income? When will your electric car pay for itself? How long before you can afford a vacation?
We're here to help you make the best decisions for your future. Our neat budget calendar lets you do this with ease, so you can make the best decisions for your future.
A small selection of write-ups and products we're connected to.