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About PocketSmith
PocketSmith is personal finance software for budgeting, tracking spending by category and forecasting future balances. Its main difference from simpler budget apps is the forecast, which shows how much money you are likely to have in the future based on planned income and spending.
It can connect to multiple bank accounts to import transactions and offers transaction management tools for categorizing them. It is used in a web browser, with apps available from the download page, and is offered on several plans.
Strengths
- Forecasts future balances from planned income and spending
- Connects multiple bank accounts
- Detailed transaction management and categorization
Limitations
- Financial data is held by a cloud service
- Plan details are not listed on the homepage
Details
- Pricing
- FreemiumOffered on several plans; see the Plans and Pricing page for current tiers.
- License
- Proprietary
- Developer
- PocketSmith
- Platforms
- Web
- How it runs
- Web application, Hosted service
- Account
- Required
- Best suited for
- Households planning spending months ahead with a cash-flow forecast
- Categories
- Personal finance
- Last verified
- Added
- Provenance
- Facts checked against the developer's own pages and store listings, 1 sources on file.
Alternatives to PocketSmith
Compare allSoftware that can replace PocketSmith for an important use case, and what changes if you switch.
Monarch Money
A subscription money app that connects your accounts to track spending, budgets, net worth and goals.
Monarch Money is a paid hosted service on Android, iOS and web that tracks budgets, cash flow, net worth and goals, with free shared partner access.
YNAB
A subscription budgeting app built around zero-based budgeting, where every dollar is assigned a job.
YNAB is a paid zero-based budgeting service on Android, iOS and web that assigns every dollar a job instead of forecasting future balances.
Quicken Simplifi
A subscription budgeting app from Quicken that tracks spending, savings goals, investments and net worth.
Quicken Simplifi is a paid web subscription showing what is left after bills, with savings goals and investment tracking including cost basis.
Lunch Money
A web-based budgeting and spending tracker with multi-currency support, bank syncing and a developer API.
Lunch Money is a paid web budgeting service with strong multi-currency support, bank syncing, CSV import, a rules engine and a developer API.
Tiller
A service that feeds bank transactions and balances into your own Google Sheets or Excel spreadsheets.
Tiller is a paid service feeding bank transactions into your own Google Sheets or Excel, so forecasts are built from templates you modify yourself.
Copilot Money
A paid personal finance app for tracking spending, budgets, investments and net worth on Apple devices and web.
Copilot Money is a paid subscription with native Mac and iOS apps plus web, organising transactions automatically and tracking investments and net worth.
MoneyWiz
A personal finance app for budgets, accounts and bank sync with desktop and mobile versions.
MoneyWiz is a freemium Mac and iOS app with bank sync across 40,000 banks that works offline and syncs later through the developer's cloud.
Actual Budget
Envelope budgeting that keeps your data on your own device and syncs between machines without a company in the middle.
Actual Budget is free MIT-licensed local-first envelope budgeting across all major platforms, syncing through a server you run rather than a hosted service.
PocketSmith as an alternative
Listings that name PocketSmith as an alternative.
Kresus
A free, self-hosted personal finance manager that fetches bank transactions daily onto your own server.
PocketSmith is a hosted service connecting multiple bank accounts and forecasting future balances from planned income and spending, with your data held in its cloud.
Rocket Money
A budgeting app that finds your subscriptions, helps cancel them and tracks monthly spending.
PocketSmith is a freemium web service connecting multiple bank accounts and forecasting balances ahead, instead of focusing on subscriptions.
Similar software
Related functionality, not necessarily a direct replacement.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Firefly III
A self-hosted personal finance manager with budgets, categories, rules and a lot of reports.
Wallos
Self-hosted tracker for subscriptions and recurring bills.
Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures.
