PocketSmith
Consolidates multinational accounts and transactions, delivers cash flow forecasting, multi-currency support, and comprehensive financial reporting, enables secure two-factor authentication, offers migration tools, interactive dashboards, and multi-user access for efficient finance management.
Cost / License
- Freemium (Subscription)
- Proprietary
Application types
Platforms
- Mac
- Windows
- Linux
- Online
- Android
- iPhone
- Chrome OS
- Android Tablet
- iPad
Features
Tags
- financials
- finances
- personal-budget
PocketSmith News & Activities
Recent News
Recent activities
- Danilo_Venom updated PocketSmith
beastofbayarea added PocketSmith as alternative to Cent Capital
saulmm2 added PocketSmith as alternative to Kib - Smart Expense Tracker
SpreadsheetsHub added PocketSmith as alternative to SpreadsheetsHub
pierre_simon added PocketSmith as alternative to Simon - Money App
thebudgetingapp added PocketSmith as alternative to The Budgeting App
dsolonenko added PocketSmith as alternative to Budgetisto
POX added PocketSmith as alternative to Money+
POX added PocketSmith as alternative to MoneyTool
hwasdin added PocketSmith as alternative to Fundsy
PocketSmith information
Developed by
PocketSmith Ltd. Licensing
Proprietary and Freemium product.Pricing
Subscription ranging between $10 and $26 per month + free version with limited functionality.Alternatives
118 alternatives listedSupported Languages
- English
Featured in Lists
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What is PocketSmith?
PocketSmith is a financial management tool that consolidates your financial accounts, forecasts cash flow, and helps control expenses. It provides future financial projections, connects to over 12,000 global financial institutions, and supports multi-currency transactions. The software offers features for transaction organization and a search engine for transactions. PocketSmith lets you forecast cash and analyze potential financial outcomes. It includes reporting features for tracking net worth, income, expenses, and cash flow statements. The tool ensures secure access with bank-level security and two-factor authentication, and allows account management by other users. It also offers a migration tool for easy transition from other financial apps.
Comments and Reviews
I just got charged another 3 months a few days ago I didn't expect. I went to my account to cancel it, and the only choice I got was to downgrade my account to free, which it did, immediately. I've lost all premium features immediately and the 3 months I paid went down the drain. I've only been premium for 2 days.
They don't do refunds at all. The fine print will kick you in the butt. Especially if you accidentally chose the wrong plan to downgrade or upgrade to.
Be very careful about their automated bank feeds as well with Yodlee. You have to provide your bank password so they can extract your transactions. If you're with ASB (NZ, AU) it breaks their policy if you provide your password to a different service, so if someone did hack your bank account ASB isn't obliged to help you. I assume other banks would work the same unless they have proper public APIs that Pocketsmith can integrate with but I think uses Yodlee directly.
The service itself is good. Only one I know with a good budget calendar. But the subscription model they have is shady, their refund policy is non existent, they don't even have cancel subscription but keep your premium status, and they are on NZ and only do support on weekdays, and if you're in the US that's 19+ hrs in some states - imagine asking for support asap, which is something you can't do.