PocketSmith

By: PocketSmith Ltd.

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Overview

PocketSmith provides a complete personal finance software that allows you to forecast your finances, so that you can expect what is coming in the future. It comes with various useful features, such as live bank feed, weekly budgeting, what-if scenarios, financial forecasting, detailed account summary, and calendar view. PocketSmith is available in three different pricing options: Basic, Premium, and Super. The Basic plan is available for free of charge, which allows you to create 12 budgets and 2 accounts.

Top Features

Bank

  • Automatic Live Bank Feeds
  • Auto-categorization
  • Import Multiple Accounts

Transactions

  • Multiple Import Options
  • Organizational Tools Aplenty
  • Killer Search Engine
  • Rules and Filters

Multi-currency

  • Balances in Native Currency
  • Balances in Base Currency
  • Net Worth in Currency
  • Extensive Exchange Rate

Forecast

  • No Complex Spreadsheets
  • Visual Feedback
  • Daily Projected Balances
  • Automatic Interest Calculations

Budget

  • Simple to Understand
  • Making Forecasts
  • Daily Balances
  • Spotting Problems
  • Flexible Budgeting
  • Flexible Scheduling

Dashboard

  • Multiple Accounts Reporting
  • Multiple Layouts
  • Financial Alerts

Cashflow

  • Cashflow Statement
  • Export to Excel
  • Historical Data

Others

  • Sending Expenses
  • Net Worth Statement
  • Linking Liabilities to Assets
  • Income & Expense Statement
  • Importing to Mint.Com
  • Two-factor Authentication
  • Advisor Access
  • Email Notifications

Specifications

Ideal For
  • Individual
  • Startup
  • Small Business
Platform Support
  • Web
Pricing Model
  • Free Plan
  • Monthly Subscription
  • Yearly Subscription

Visibility

Overall Visibility Score 36.67

Score Influencers

  • Overall
  • Facebook
  • Twitter
  • Google Plus
  • Website Mentions
  • Estimated Visitors

Company Information

Company Name: PocketSmith Ltd.

Founded In: 2005

Address: Level 3, Consultancy House 7 Bond Street, Dunedin, Otago, New Zealand

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PocketSmith

By: PocketSmith Ltd.

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