PocketSmith

About PocketSmith

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.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $9.99. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%
Reviews

60%
Momentum

68%
Popularity

85%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

PocketSmith Awards

# 7 Fastest Growing Personal Finance Software
Q2 2021

PocketSmith Features

Show Feature Explanation

Show Missing Features

Personal Finance Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%

Loan Management

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

Property Management

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

Transaction History

Allows to verify or check all your historical transactions anytime

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

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

Bills Management

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

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

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

Multi-Currency

Enables payment and collection in multiple currencies.

Investment Monitoring

Monitors the performance of savings and investments

Tax Reports

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

Spending Limit

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

PocketSmith Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Free Free

Features

Manual imports
2 dashboards
12 budgets
2 accounts
6 months' projection

Foundation $9.99 $14.95 per month

Features

Automatic bank feeds
Email support
6 connected banks from 1 country
6 dashboards
10 years' projection
Unlimited accounts
Unlimited budgets

Flourish $16.66 $24.95 per month

Features

Automatic bank feeds
Email support
18 connected banks from all countries
18 dashboards
30 years' projection
Unlimited accounts
Unlimited budgets

Fortune $26.66 $39.95 per month

Features

Automatic bank feeds
Priority email support
Unlimited connected banks from all countries
Unlimited dashboards
60 years' projection
Unlimited accounts
Unlimited budgets

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 21/02/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PocketSmith Pricing