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.

From: New Zealand Web Visibility: 36.67%
Top PocketSmith Alternatives
  • Quicken
  • Mint
  • iBank
  • You Need A Budget
  • GnuCash
  • MoneyLine
  • Moneydance
  • Toshl
  • MoneyWiz
  • AceMoney
  • ClearCheckBook
  • MoneyDashboard
  • LowerMyBills
  • Buxfer
  • BudgetSimple
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Top PocketSmith Alternatives and Overview



Quicken is a money management software that allows you to organize your money in a simple way.

By: Intuit, Inc. From USA
Based on 17 Votes


Mint offers all-in-one personal finance management solution that allows you to pay bills on time, budget your money, and get free credit score.

By: Intuit Mint Bills, Inc. From USA
Based on 20 Votes


iBank is a personal finance software created by IGG Software, which allows you to create budgets, control your spending, analyze your investments, increase your saving, and set goals for your future finances.

By: IGG Software, Inc. From USA

You Need A Budget

YANB - You Need A Budget provides an easy budgeting tool that you can follow to control and manage your money more effectively.

By: Steine LLC From USA
Based on 12 Votes


GnuCash is an open-source money management software that you can install on Linux, Windows, and Mac OSX platforms.

By: The GnuCash Project
Based on 35 Votes


MoneyLine is a free personal finance software provided by NCH Software, which can be used on Windows and Mac OSX platforms.

By: NCH Software Pty Ltd From Australia
Based on 2 Votes


It features online banking, summary, graphs and reports, account registers, reminders, and investments...

By: The Infinite Kind
Based on 4 Votes


It features expense reminders, fun visualizations, budget creation, and bill reminders...

By: Toshl Inc. From USA


It offers various useful features, including online banking, budgets, reports, bills, dashboard, accounts, transaction entry...

By: SilverWiz Ltd.


It offers various useful features that help you to manage your money quickly and effectively...

By: MechCAD Software LLC From USA


You can see all your financial transactions within the account dashboard...

By: ClearCheckbook.com From USA


With this software, you can quickly and securely sign up into your account, have instant...

By: Money Dashboard Limited. From UK


It has all the tools you’d need to lead your life free from any financial...

By: LowerMyBills
Based on 2 Votes


Buxfer allows you to understand your own cash flow, reduce unnecessary spending, and set a...

By: Buxfer Inc. From USA
Based on 1 Vote


This software helps you to optimize your budget and provides recommendations on how to cut...

By: BudgetSimple, Inc. From USA

PocketSmith Review and Overview

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.

Company Information

Company Name: PocketSmith Ltd.

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

Founded in: 2005

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