PocketSmith

PocketSmith is a personal finance software for Windows PC with cash flow forecasts. Understand your money and its potential. Start saving today! See all your bank, credit card, and loan accounts in one place. Live Bank Feeds keep PocketSmith automatically updated, so you can see where your money is going.



Categorize, label, and annotate your transactions so you can refer to them in the future, like a diary. Find your old transactions easily with our kick-ass search engine. PocketSmith shows you how your savings will reward you by revealing your projected daily balances up to 30 years into the future. Use the tool to make day-to-day decisions or to plan for your retirement!

Features and Highlights

Automatic live bank feeds
It saves you the hassle of importing your transactions by connecting to over 12,000 institutions worldwide.

Find and organize transactions
Categorize, label, and annotate your spending, your way. Then use an amazing search engine to find transactions.

Multi-currency
Track accounts, assets, and liabilities from different countries. Automatic currency conversion based on daily rates.

Send expenses to Xero
Connect your Xero account and send expenses over in a couple of clicks. No need to sign in, no need for manual entry.

Easy, powerful forecasting
Create cash projections in minutes. See your daily bank balances up to 30 years into the future.

Budget calendar
Interact with your money in a natural manner. Schedule your upcoming bills and budgets in a calendar.

What-if scenarios
Take the uncertainty out of your planning. Test your decisions to see future financial outcomes.

Flexible budgeting
Break your budget down into meaningful periods. Create daily, weekly, monthly budgets, and more.

Dashboard
A summary of all your activity in one place. Choose a dashboard layout that suits you.

Net Worth
Keep track of what you own, and what you owe. Add property, mortgages, vehicles, loans, and more.

Income & Expense
See a report on how much you've earned and spent in a specified time frame.

Cashflow Statement
This is automatically updated for you. See your historical and future financial activity by month.

Import from Mint.com
Use the Express Migration tool to easily bring all your accounts, transactions, and categories over from Mint.

Two-factor authentication
Secure your account by requiring a code from your mobile phone along with your username and password.

Advisor access
Invite another software user - be it an advisor, friend, or family member - to access and manage your account.

Email notifications
Pocket Smith can email you summaries of your financial activity according to a schedule determined by you.

Note: Limited functionality in demo version.

Also Available: Download PocketSmith for Mac