Wealth & Private Banking › Financial Planning & Advice › Cash Flow Analysis
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 customize 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
- + Customizable budgets
- + Multi-currency support
- + What-if scenario testing
Integrations
Account aggregation providersOpen banking providers
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