By: PocketSmith Ltd.

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.

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PocketSmith Quick Info

Whether it is an enterprise or for personal use, budgeting and keeping track of the expenditure is very important in every aspect. And the one-stop solution is a single software can take care of all your spendings so that you don't have to be stressed about the hustle of handling the financial matters neither for your company nor for yourself. PocketSmith is one of such software that you can rely on for all your financial management needs. It is one of the most popular financial management software available because it gives you the freedom to customize it your way.

The 3-way architecture of PocketSmith

It will help you to gain insights on what have you done in the past. These results will help you analyze everything in the present so that you can take action accordingly and it also provides you with an interface that connects with your bank too so that you can have everything in front of you to make all the financial moves. Also, you can predict the future through PocketSmith, you can analyze the effects of your investments and financial decisions over 6 months and as long as 10 years. 

Know what does PocketSmith can do

The aim of pocket Smith is to provide you with a graphical user interface that gives you high-quality analytic details that includes tables charts and graphs so that you can get a detailed analysis of the money that you are spending. You can customize this interface as per your requirement as well. You can also link the bank feeds so that you can analyze everything with much more detail including all the loan accounts as well as credit cards.

With the advanced tools of predicting the future, you can get your answers to a lot of questions, ifs and buts and what-if’s which will help you save on a lot of money by making better decisions of your financial expenditures. 

Safety is a must

And do not worry everything is safe as it is a cloud-based network. All your data is completely safe and secure with PocketSmith. You can also get access to their amazing customer support. An exciting feature is that you will not have to face any kind of advertisements throughout your experience with PocketSmith.

Top Features

  • Automatic Live Bank Feeds
  • Auto-categorization
  • Import Multiple Accounts
  • Multiple Import Options
  • Organizational Tools Aplenty
  • Killer Search Engine
  • Rules and Filters
  • Balances in Native Currency
  • Balances in Base Currency
  • Net Worth in Currency
  • Extensive Exchange Rate
  • No Complex Spreadsheets
  • Visual Feedback
  • Daily Projected Balances
  • Automatic Interest Calculations
  • Simple to Understand
  • Making Forecasts
  • Daily Balances
  • Spotting Problems
  • Flexible Budgeting
  • Flexible Scheduling
  • Multiple Accounts Reporting
  • Multiple Layouts
  • Financial Alerts
  • Cashflow Statement
  • Export to Excel
  • Historical Data
  • Sending Expenses
  • Net Worth Statement
  • Linking Liabilities to Assets
  • Income & Expense Statement
  • Importing to Mint.Com
  • Two-factor Authentication
  • Advisor Access
  • Email Notifications

Company Information

Company Name: PocketSmith Ltd.

Founded In: 2005

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

Facebook ID: PocketSmith

Twitter ID: pocketsmith


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

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