Home/Personal Finance Software/PocketSmith vs BuxferUpdated on: April 15, 2024

Compare PocketSmith vs Buxfer

90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Quicken
Quicken Personal Finance Software (1092 Ratings)
Visit Website

Visit Website

Visit Website

ADD PRODUCT
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Quicken

Quicken

Personal Finance Software (1092 Ratings)
Visit Website

Visit Website

Visit Website

Overview

Summary

PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. ..show more

Buxfer is a top graded online money management application that helps its users with their budgeting, retirement planning, investments, forecasting, and more. Users get access to a comprehensive financial statement in one place. Moreover, they can optimize the automatic secure sync module to integrate with 20k+ bank accounts. Besides getting access to a manual transaction facility, users can also leverage the same to upload statements from their banks or softwares. Buxfer helps users with detailed insights, showcasing their spending trends. Thus enabling them to identify irregularities and plan out budgets in an efficient manner. The application sends real-time alerts when an individual exceeds their spending limits. Detailed financial forecasts let users detect upcoming trends and make decisions accordingly. Further, Buxfer helps its users in reaching their financial goals by suggesting appropriate long-term plans and investing strategies from time to time. ..show more

Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. ..show more

Features

Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Bills Management Facility to add manage purchase bills and get reminded if bills are due

Budgeting Prepares a plan to spend your money by balancing income and expenses.

Expense Groups Allows to categorize or group the transactions with common attributes

Financial Dashboard All in one dashboard that presents the financial performance.

Investment Monitoring Monitors the performance of savings and investments

Loan Management Keeps track all your debts, loans, interests and incorporate in your budget

Multi-Currency Enables payment and collection in multiple currencies.

Payment Gateway Facilitates payments for bills, membership, donation, etc.

Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.

Reports Comes with reporting capabilities and features custom pre-built reports

Spend Tracker Tracks expense and spend patterns to make your finances manageable

Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget

Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report

Transaction History Allows to verify or check all your historical transactions anytime

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Dunedin, New Zealand

Sunnyvale, California / +1-855-527-7722

Menlo Park, California

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Features

  • Manual imports
  • 2 dashboards
  • 12 budgets
  • 2 accounts
  • 6 months' projection
Foundation
$14.95 /Month

Features

  • Automatic bank feeds
  • Email support
  • 6 connected banks from 1 country
  • 6 dashboards
  • 10 years' projection
  • Unlimited accounts
  • Unlimited budgets
Flourish
$24.95 /Month

Features

  • Automatic bank feeds
  • Email support
  • 18 connected banks from all countries
  • 18 dashboards
  • 30 years' projection
  • Unlimited accounts
  • Unlimited budgets
Fortune
$39.95 /Month

Features

  • Automatic bank feeds
  • Priority email support
  • Unlimited connected banks from all countries
  • Unlimited dashboards
  • 60 years' projection
  • Unlimited accounts
  • Unlimited budgets
View Price Page
PLUS
$3.99 /Month

$3.99 per month billed annually

Features

  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
PRO
$4.99 /Month

$4.99 per month billed annually

Features

  • Investments
  • Forecast
  • Top Movers
  • Timeline
  • Transaction Backups
  • + ALL FEATURES IN PLUS
  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
PRIME
$9.99 /Month

$9.99 per month billed annually

Features

  • Plans
  • Smart Alerts
  • Access Control
  • Full Backups
  • Live Chat
  • Phone Support
  • Includes features of Pro plan, plus
  • Investments
  • Forecast
  • Top Movers
  • Timeline
  • Transaction Backups
  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
View Price Page
Starter (Window)
$35.99 /Year

Features

  • See all your accounts in one place
  • Create a budget and manage your bills
  • Manage your money on the go across desktop + web + mobile
Deluxe (Window)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Create savings goals
Premier (Window)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Free online bill payment
  • Priority access to customer support (a $49 value)
  • Simplify your taxes and investments
Home & Business (Windlow)
$93.59 /Year

Features

  • Includes Premier plan features, plus
  • Separate and categorize business and personal expenses
  • Email custom invoices from Quicken with payment links
  • Simplify and track your business tax deductions and your profit & loss
Starter (MAC)
$35.99 /Year

Features

  • See all your accounts in one place
  • Categorize your expenses automatically
  • Manage your money on the go across desktop + web + mobile
Deluxe (MAC)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Simplify your taxes and investments
Premier (MAC)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Priority access to customer support (a $49 value)
View Price Page

SCREENSHOTS

PocketSmith Screenshots
View 3 screenshot(s)
Buxfer Screenshots
Quicken Screenshots
View 3 screenshot(s)

ALTERNATIVES

Top alternatives to PocketSmith

emPower eLearning
emPower eLearning
PocketGuard
PocketGuard
Quicken
Quicken
Monarch Money
Monarch Money
Mint
Mint

Top alternatives to Buxfer

Spendee
Spendee
PocketSmith
PocketSmith
Quicken
Quicken
Mint
Mint
You Need A Budget
You Need A Budget