Transfer your Xero Personal account in minutes

Try our painless migration process for free, and explore how PocketSmith can help you organize your money and make better financial decisions.

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Early bird special for Xero Personal customers Early bird special for Xero Personal customers Early bird special for Xero Personal customers Early bird special for Xero Personal customers Early bird special for Xero Personal customers Early bird special for Xero Personal customers

j Breaking up is hard to do

We've all been there, and we understand that moving on from another personal finance application can be inconvenient.

This is why we've made an import tool to save you time. We've also been creating features familiar to you, with much more to come.

% We're here to stay

We've now been in the industry for over six years. Personal Finance is our core focus and we're constantly improving.

Your information is safe, and is still stored for you even if you opt to change to a Free subscription later on.

ù We're good listeners, too!

Get in touch any time! We have a responsive support team, and are here to help you get acclimatised to a new application.

We're confident that you'll find PocketSmith a rewarding change, and look forward to working with you.

I'm in love with @PocketSmith because it forecasts my bank balance for the future - so I know when I can afford what.

Angel Smith | United States of America

Xero Personal PocketSmith
Bank account aggregation
Multi-currency (currency for each account)
% New
Currency conversion
In progress
View sets of accounts together
% Updated
Live bank feeds
Live feed auto-categorisation
Mortgage, loan and investment accounts
Transaction management
Manual imports
% New
Labels and tagging
% New
Easy-access saved searches
% New
Email-style filters and rules
% Updated
Categorise and track spending
Split expenses into different categories
Roll-up (overall) reporting
In progress
% Updated
Flexible budgets (e.g. daily, weekly, quarterly, yearly)
Net worth
% New
Integrates live feed accounts
Multiple loan accounts for an asset
Send expenses to Xero
% In beta
Cash flow reporting
Cash flow projection
Daily projected future bank balances
What-if scenario modelling
% Updated
Bill and Income Management
In progress
Schedule upcoming financial events
Daily historic and future closing balances
Icon_joshua_cochran "PocketSmith has done a fantastic job of letting me quickly and easily see where my financial patterns will lead and is super easy to modify and flexible depending on different situations.

I also found the team to be very responsive when I had a question about how to accomplish a particular task.

I have and will absolutely recommend PocketSmith to others."

★★★★★ Joshua Cochran

Icon_sam_law "Pocketsmith is great for keeping track of your finances on both a long and short timeframe.

I use it as my one true source of balances, where I look in Pocketsmith whether I can afford to buy things, because I know it takes into account all the payment I have to make, vs my bank account that only shows what has already happened.

Pocketsmith helped me become debt free, I couldn't live without it!"

★★★★★ Sam Law

Icon_zach_burns "I was off track with finances until PocketSmith came along. I rely heavily on it for all my financial decisions - big and small.

In the rare event that you need to contact them for support, they are quick to respond and more than happy to help. Now having PocketSmith as a chrome app makes it that much more convenient.

I can't recommend this concept and especially the product high enough. I have a paid account and it's worth every penny."

★★★★★ Zach Burns

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