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Personal finance software that provides in-depth look at current and future finances.

PocketSmith is a personal finance management tool designed to provide users with a comprehensive view of their current and future financial situation. It connects to over 14,000 banks and financial institutions to automatically import and categorize transactions. The platform offers forecasting capabilities, allowing users to project their account balances up to 60 years into the future based on current spending habits and planned budgets. Key features include customizable dashboards for tracking specific financial goals, flexible budgeting systems with rollover options, and detailed reports on income, expenses, and net worth. Category rules automate transaction categorization, streamlining financial analysis. PocketSmith supports multiple currencies and secure advisor access, making it suitable for individuals and households seeking better control and visibility over their finances. It uses encryption for data in transit and at rest, offering a secure environment for financial data management.
PocketSmith is a personal finance management tool designed to provide users with a comprehensive view of their current and future financial situation.
Explore all tools that specialize in track net worth. This domain focus ensures PocketSmith delivers optimized results for this specific requirement.
Explore all tools that specialize in cash flow management. This domain focus ensures PocketSmith delivers optimized results for this specific requirement.
Projects daily account balances up to 60 years into the future, showing upcoming bills and expected balances.
Allows users to create personalized dashboards with specific accounts, transactions, budgets, and reports.
Enables users to carry over unspent budget amounts from one period to the next, simulating an envelope budgeting system.
Automates the categorization of transactions based on predefined rules and filters.
Monitors international accounts with live multi-currency conversions.
Calculates a 'safe to spend' amount by accounting for upcoming expenses and income.
Create an account on the PocketSmith website.
Connect your bank accounts to automatically import transactions (supports over 14,000 institutions).
Categorize your transactions to track spending habits.
Set up budgets for different categories to control spending.
Customize dashboards to focus on specific financial goals and metrics.
Explore forecasting features to project future account balances.
Set up category rules to automate transaction categorization.
All Set
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Verified feedback from other users.
"PocketSmith is highly regarded for its forecasting capabilities, customizable dashboards, and overall ease of use in managing personal finances."
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