PocketSmith – The Best Budgeting & Personal Finance Software
Money management, personal budgeting and cashflow forecasting with PocketSmith, the best personal finance software on the web. Connect multiple bank accounts securely.
PocketSmith is a comprehensive personal finance application designed to help users manage their money more effectively. It offers budgeting, forecasting, and financial planning tools to give users a clear view of their financial future. PocketSmith stands out for its calendar-based budgeting approach, allowing users to see how their finances will look months or even years ahead.
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Key Features of the Site
Calendar-Based Budgeting
Visualize your finances on a calendar to plan and forecast future spending and savings.
Multi-Currency Support
Manage finances in multiple currencies, ideal for travelers or expatriates.
Bank Feeds
Automatically import transactions from your bank for up-to-date financial tracking.
Financial Forecasting
Project your financial future based on current spending patterns and planned transactions.
Custom Categories
Organize your transactions with customizable categories for better budgeting.
Reports & Insights
Generate detailed reports and gain insights into your spending habits.
Net Worth Tracking
Keep track of your assets and liabilities to monitor your net worth over time.
Scenario Planning
Test different financial scenarios to see how they would affect your future finances.
Mobile Access
Access your financial data on the go with PocketSmith's mobile-friendly interface.
Security
Bank-level security measures to protect your financial data.
Additional information
Headquarters
Dunedin, New Zealand
Founders
Jason Leong, Francois Bondiguel
Availability
Web-based platform with mobile access; available worldwide.
Pricing Model
Offers free basic plan with premium features available through subscription.
Integration
Supports integration with various banks and financial institutions for automatic transaction imports.
Customer Support
Provides email support and a comprehensive help center for users.
Community
Active user community and blog with tips on personal finance management.
HTTP headers
Security headers report is a very important part of user data protection. Learn more about http headers for pocketsmith.com