What is PocketSmith?
PocketSmith is a comprehensive personal finance software designed to simplify money management. It allows users to connect their accounts, track spending, and visualize financial data through clear graphs and charts. The platform provides tools for budgeting, forecasting, and creating custom dashboards to focus on what matters most.
With features like automatic bank feeds, multi-currency support, and cash flow forecasting, PocketSmith helps users make informed financial decisions. It offers flexible budgeting systems, in-depth reporting, and the ability to forecast account balances up to 30 years into the future. The software prioritizes data security with encryption and no advertisements, ensuring a reliable and user-friendly experience for managing personal finances.
Features
- Automatic Bank Feeds: Connect to over 14,000 banks worldwide for seamless transaction imports
- Cash Flow Forecasting: Project daily account balances up to 30 years into the future
- Custom Dashboards: Create personalized dashboards to focus on specific financial topics
- Multi-Currency Support: Monitor international accounts with live currency conversions
- Flexible Budgeting: Use customizable budget periods with rollover and safe balance features
Use Cases
- Tracking personal spending and identifying financial habits
- Forecasting future cash flow for long-term financial planning
- Managing household budgets with multiple accounts and currencies
- Creating custom financial reports for tax preparation or investment analysis
- Monitoring net worth and financial goals over time
FAQs
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What is the free plan's limitation on connected banks?
The free plan supports manual imports and does not specify a limit on connected banks, but it includes 2 accounts and 2 dashboards. -
How does the cash flow forecasting feature work?
It projects daily account balances up to 30 years into the future based on your transactions and budgets, helping you see future financial positions. -
Is there a mobile app available for PocketSmith?
Yes, PocketSmith offers mobile and desktop apps for accessing your finances on the go. -
What security measures does PocketSmith use to protect user data?
PocketSmith encrypts data at all times, offers two-factor authentication, and does not use ads or sell user data, prioritizing security. -
Can I share my PocketSmith account with a financial advisor?
Yes, advisor access allows you to securely invite partners, family members, or coaches to view your account.
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PocketSmith Uptime Monitor
Average Uptime
99.21%
Average Response Time
89.4 ms
