PocketSmith icon
PocketSmith icon

PocketSmith

 13 likes

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.

PocketSmith screenshot 1

License model

  • FreemiumProprietary

Platforms

  • Online
  • Chrome OS
  • Android
  • iPhone
  • iPad
  • Android Tablet
  • Mac
  • Windows
  • Linux
3 / 5 Avg rating (1)
13 likes
1comment
0 news articles

Features

Suggest and vote on features
No features, maybe you want to suggest one?

PocketSmith News & Activities

Highlights All activities

Recent News

No news, maybe you know any news worth sharing?
Share a News Tip

Recent activities

Show all activities

PocketSmith information

  • Developed by

    PocketSmith Ltd.
  • Licensing

    Proprietary and Freemium product.
  • Pricing

    free version with limited functionality.
  • Alternatives

    112 alternatives listed
  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce

Apple AppStore

  •   Updated Apr 27, 2024
  •   3.08 avg rating
View in AppStore

Our users have written 1 comments and reviews about PocketSmith, and it has gotten 13 likes

PocketSmith was added to AlternativeTo by JAYSONHOOGY on Apr 23, 2010 and this page was last updated Sep 11, 2024.

Comments and Reviews

   
 Post comment/review
Kevin Varela
  
ReviewJun 7, 2019

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.

1

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.

Official Links

Page may contain affiliate links. Affiliate links never affect ranking.