PocketSmith values your privacy

Personal information

PocketSmith works for you without requiring any personally identifiable information from you. Your PocketSmith account is anonymous; set up requires only a username, email and password. PocketSmith does not record your name, address, or account number.

Your data is yours. You can remove it anytime you want. When you request to delete your account, your data will be permanently expunged from our servers. However, portions of your data, consisting of aggregate data derived from your Account Information, may remain on our production servers indefinitely.


PocketSmith only stores information about transactions, i.e. the date, amount and description of a transaction. No bank account or credit card numbers are stored on our servers.

PocketSmith is a ‘read-only’ service. You can organise and analyse your finances, but you cannot move funds between or out of your accounts using PocketSmith. And neither can anyone else.

Third parties

Our commitment to you:

  • Any information and data you provide is yours and belongs to you.
  • We will not sell or rent your personal identification to third parties.

PocketSmith may anonymise or aggregate financial data and use such data only in a non-personally identifiable manner to provide statistics about the use of PocketSmith to our community. Be assured that such information will never identify you individually.

Merger & Acquisition

Registration Information and Account Information may be transferred to a third party as a result of a sale, acquisition, merger, reorganisation or other transfer involving PocketSmith. PocketSmith specifically reserves the right to transfer Registration and Account Information to a third party in connection with a Transfer. Should such a Transfer occur, we will use our best efforts to require that the new combined entity follow this privacy and security policy with respect to your personal information.

PocketSmith reserves the right to modify this policy at any time, so please review it frequently.

If you have questions, comments, concerns or feedback regarding this Privacy Policy, please send an email to contact@pocketsmith.com