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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

Create bank feeds
Establish bank feed accounts
Quicker account ordering
Video Thumbnail
Video Thumbnail


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
  • Reviews
  • Momentum
  • Popularity

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

PocketSmith 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

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


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.


Comes with reporting capabilities and features custom pre-built reports


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


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


Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot
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.

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Videos on PocketSmith

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PocketSmith FAQs

What is PocketSmith used for?

PocketSmith is Personal Finance Software. PocketSmith offers the following functionalities:

  • Loan Management
  • Property Management
  • Transaction History
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Alerts
  • Multi-Currency

Learn more about PocketSmith features.

What are the top alternatives for PocketSmith?

Does PocketSmith provide API?

Yes, PocketSmith provides API.

PocketSmith Contact

Vendor Details

Dunedin, New Zealand Founded : 2008

Contact Details

Not available

Social Media Handles

Grid Report for PocketSmith



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