Home/Personal Finance Software/PocketSmith vs CountAboutUpdated on: February 21, 2024

Compare PocketSmith vs CountAbout

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
85% 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 (6473 Ratings)
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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
85% 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 (6473 Ratings)
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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

CountAbout is a comprehensive personal budgeting software, that comes as a customisable, accessible and secure platform helping out users with their financial management. With the software, users can set up running register balances, besides importing data from Mint and Quicken. Its interface is quite user-friendly, devoid of advertisements. CountAbout is compatible with both standard and custom categorisation facilities. Moreover, it is also capable of automating transaction downloads and data sync from various major credit cards and banking accounts. CountAbout takes care of recurring and uncleared transactions besides providing detailed budgeting insights for informed decision-making. Furthermore, it offers real-time financial reports to offer a comprehensive overview of the business finances. All the financial activities are made visible under the facilities of graphical and text-based widgets. Finally, CountAbout is backed by excellent customer service, comprising knowledgeable agents offering adequate responses. All the data stored within the platform are absolutely secure. ..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

Madison, Wisconsin / +1 608-313-5629

Menlo Park, California

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

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
Basic
$9.99 /Year

Features

  • CountAbout Basic provides full access to all CountAbout functions except for automatic downloading of banking, credit card, and other financial transactions.
  • With a Basic subscription, you can manually enter transactions and import files from banks that can produce QIF files. However, we do not support Quicken's Direct Connect feature.
  • When you sign up for a free trial, you will receive CountAbout Premium for 15 days, free of charge. If, after 15 days, you would like to continue using CountAbout, you will be given the opportunity to subscribe to either Basic or Premium service.

Add-Ons

  • Attachments add-on: attach images to transactions: $10/yr additional
  • Invoicing add-on: Small-business invoicing; create, send, and track invoices: $60/yr additional
Premium
$39.99 /Year

Features

  • CountAbout Premium provides full access to all CountAbout functions, including automatic downloading of banking, credit card, and other financial transactions.
  • When you sign up for a free trial, you will receive CountAbout Premium for 15 days, free of charge. If, after 15 days, you would like to continue using CountAbout, you will be given the opportunity to subscribe to either Basic or Premium service.
  • Includes Add-ons
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)
CountAbout Screenshots
Quicken Screenshots
View 3 screenshot(s)

ALTERNATIVES

Top alternatives to PocketSmith

emPower eLearning
emPower eLearning
Simplifi
Simplifi
PocketGuard
PocketGuard
Quicken
Quicken
Monarch Money
Monarch Money

Top alternatives to CountAbout

Monarch Money
Monarch Money
emPower eLearning
emPower eLearning
Simplifi
Simplifi
Quicken
Quicken
Mint
Mint