Pocketsmith
Pocketsmith is a personal finance and budgeting app that helps users track spending, create budgets, analyze finances, and plan for the future. It syncs with bank accounts and credit cards to automatically import and categorize transactions.
budgeting
expense-tracking
financial-planning
Pocketsmith: Personal Finance & Budgeting App
Track spending, create budgets, analyze finances, and plan for the future with Pocketsmith, a personal finance and budgeting app that syncs with bank accounts and credit cards to automatically import and categorize transactions.
What is Pocketsmith?
Pocketsmith is a versatile personal finance app designed to help users take control of their money and achieve financial goals. Its key features include:
- Transaction Tracking - Automatically imports and categorizes transactions from linked bank accounts and credit cards. This makes keeping on top of spending quick and easy.
- Budgeting - Create customized budgets across different categories and time frames to align spending with savings goals. Pocketsmith's budget feature can help curb overspending.
- Net Worth Tracking - See overall financial picture by tracking assets, debts, and net worth over time. Useful for monitoring financial health progress.
- Forecasting - Run retirement, savings, debt payoff, and other financial forecasts to plan for the future. Adjust assumptions to optimize financial plans.
- Reporting & Insights - In-depth reports and charts provide visibility into exactly where money is being spent. This insight empowers users to make better financial decisions.
With automatic transaction imports, robust budgeting and planning tools, and customizable reports and forecasts, Pocketsmith provides a comprehensive view of personal finances to help users achieve financial control and success.
Pocketsmith Features
Features
- Automatic bank & credit card imports
- Spending tracking & analytics
- Budgeting tools
- Bill tracking
- Investment tracking
- Net worth tracking
- Goal setting
- Calendar view of upcoming bills and transactions
- Mobile app
Pricing
- Freemium
- Subscription-Based
Pros
Easy to use interface
Powerful analytics and reporting
Automates manual tasks like transaction import & categorization
Helps identify spending patterns and budget better
Syncs across devices
Good for both short-term budgeting and long-term planning
Cons
May need to manually recategorize some imported transactions
Limited customization options for budgets and reports
Mobile app could be improved
Some advanced features only in paid plans
Official Links
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