PocketSmith

PocketSmith is a personal finance management application that is useful to anyone. You can use this app to make daily spending decisions or plan your retirement years.

Interface of PocketSmith financial management application

Managing personal finance seems like a simple task, but it makes everyone have a headache. If you can't plan on your own, you can turn to support apps like PocketSmith. With flexible data entry options, no ads and, importantly, secure data for users, PocketSmith will be an extremely useful application for your pocket.

Introducing PocketSmith's personal finance management application

Partnering with banks in 36 countries, PocketSmith will help you manage your pocket no matter which country you are in. PocketSmith ensures user data is safe because it reads only and does not require personal information or data storage.

Account management and transactions

PocketSmith connects with more than 12,000 credit institutions worldwide, allowing users to import transactions from Xero, Microsoft Money, Mint or Quicken accounts. If not, you can import OFX or QIF files from your bank.

Create a new account and initial balance

Users can classify, label and create notes for spending in their own way, so that PocketSmith's powerful search engine will easily find the transaction you want. The software also has the ability to automatically convert foreign currencies at daily exchange rates, so you will easily calculate transactions with different countries.

Create categorized items for revenue and expenditure activities

Expenditure management and planning

With PocketSmith, users can create spending plans in minutes and view bank account balances for the next 30 years with ease. With spending schedule, users will schedule payment bills and other expenses to know. PocketSmith also provides spending scenarios, predicting the future impact of today's financial decisions. The most useful is the ability to plan extremely detailed spending day by day, week and month.

Add collecting or spending activities to specific time points to estimate

Just select a specific date, give information on the estimated expenses that will take place on that day, PocketSmith will provide you with an accurate chart of your pocket increase and decrease.

Spending calendar shows how your money is evolving over time

Report

PocketSmith reports all spending activities of users, including income, expenses, increases - decreases in assets along with monthly cash flow reports. Especially, the application also gives alerts when your financial status shows signs of going down.

User account management options

Privacy, sharing

PocketSmith will send notifications via email according to the schedule that the user has set. With the ability to connect users, you can also invite other PocketSmith users as consultants, giving them access and manage your account.

Invite other users to give them access to their account

PocketSmith has 3 versions: Basic, Super and Premium. The Basic version is completely free while the other two versions cost only $ 10 to $ 20 per month with the ability to manage and store transaction history for longer. To use the free version, you only need to create an account very quickly with email address and user password.

Basic version is used for normal budget management with a maximum of 12 budgets, 2 accounts, 6-month project operation and 3-month history tracking. In particular, users who choose the Premium version ($ 9.95 / month) will be able to use up to 10 accounts, projects lasting up to 10 years and an unlimited number of budgets and track history. In addition, this version also allows updating information online from banks. Finally, the Super version ($ 19.95 / month) includes all the features of the Premium version , plus an unlimited number of accounts and projects lasting up to 30 years.

Create a free PocketSmith account quickly

With strong financial management ability, PocketSmith will be an effective assistant for your pocket. No more worrying about excessive spending, PocketSmith will help you get the healthiest financial situation at any time of the year.

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