@PocketSmith just gets better and better. I love that it's so easy to assign categories and view expenses against a budget - you guys rock!
Jaz Dawson | Australia
Unified accounts. See all your transactions in one place,
track your spending easily, and keep an electronic record of your financial life.
See the future. The unique forward-focus of PocketSmith gives
you an insight into your future. This interactive graph displays your financial forecast.
Calendars make sense. Repeating events are especially powerful: set a $10 'Food' expense to
repeat daily, and instantly see the financial impact weeks, months and years from now.
Dream up your goals, then achieve them. Give yourself something to look
forward to, and follow your progress from the dashboard any time.
Aggregate your transactions and have them at your fingertips
PocketSmith supports financial institutions from all over the world. Upload your transactions manually or have them automatically imported from your bank and credit card accounts. Move banks or countries, and your transactions stay in one place.
Sort transactions into your own categories, like groceries, salary, or rent. You can even split transactions and receipts into multiple categories for more accuracy.
See where and what you’re spending your money on by filtering transactions based on category, location, frequency, income, expense, or date.
PocketSmith helps you discover more about your spending habits and encourages you to learn from your past.
Use the powerful search tools to hunt down that coffee joint you spend the most money at!
To spend or not? Get in the habit of making the right decisions
Simply click to reveal the transactions responsible for pushing you over budget.
Impulse purchases can rapidly push you to spend beyond your means. This is where the Personal Summary comes in handy.
PocketSmith will tell you that you have $30 left to spend of your $90 weekly grocery budget, and that you need to make it last the next 4 days.
With this information, you're poised to make the right decision, every time. (We'll just look at that rack of lamb again next week).
The Personal Summary also lets you track your budgets historically. By simply clicking on the column graphs, you'll get a breakdown of the transactions that occurred in that period - helping you understand where and why an overspend happened.
PocketSmith lets you know when it's appropriate to treat yourself, and when you need to tighten your belt.
