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PocketSmith

Personal finance software that forecasts cash flow far into the future with a calendar-based view.

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Overview

PocketSmith is a New Zealand-made personal finance application that lets users track income, expenses, assets and net worth, and customise budgets. Its standout capability is long-range cash-flow forecasting, projecting future bank balances and showing finances in a calendar view.

PocketSmith connects to thousands of financial institutions worldwide, supports multiple currencies and offers what-if scenarios so individuals can test financial decisions before making them.

Key Features

+ Long-range cash-flow forecasting
+ Calendar view of finances
+ Income, expense and net worth tracking
+ Customisable budgets
+ Multi-currency support
+ What-if scenario testing

Integrations

Account aggregation providersOpen banking providers

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