Tag Archive: PocketSmith

KEY FEATURES

It’s one thing to be putting money aside in a 401(k) account or investing it in the stock market — but nobody’s relationship with their money is the same as anyone else’s relationship with theirs. PocketSmith recognizes that, which is why it designed a comprehensive set of features to give you absolute control over your money. You can see all your bank, credit card and loan accounts in one place, keep it all automatically updated, and organize your transactions as granularly as you like. Beyond tracking the past and present, however, PocketSmith is an elite forecasting tool, as well. You can see how your savings will reward you by revealing your projected daily balances up to 10 years in the future, and even answers many of your “what-if” scenarios, allowing you to get a better, more clear financial picture. It’s your money — PocketSmith’s on top of it.

“While most budgeting apps synchronize with your bank accounts, credit cards, and loans, and display them all in one place, PocketSmith goes a step further and gives you insights into what your cash flows might look like far into the future.” Investor Mint

• Get automatic live bank feeds thanks to connections to over 12,000 institutions worldwide
• Categorize, label, & annotate your spending, your way & use the search engine to find and organize transactions
• Track accounts, assets & liabilities from different countries w/ automatic currency conversion
• Connect your Xero accounts & send expenses over in a couple of clicks
• Create cash projections in minutes & see your daily bank balances up to 10 years in the future
• Schedule your upcoming bills & budgets in a calendar
• Take the uncertainty out of your planning by testing decisions to see future financial outcomes
• Break your budget down into meaningful periods like daily, weekly, monthly budgets, & more
• Keep track of what you own & what you owe
• Make the right decisions on the go with PocketSmith on Android and iOS
• See reports on how much you’ve earned & spent in a specified timeframe
• Use the Express Migration tool to easily bring all your accounts, transactions & categories over from Mint

PRODUCT SPECS

Details & Requirements

• Automatic bank feeds
• Automatic and manual transaction importing
• Automatic categorization
• Unlimited budgets
• 10 accounts
• 10 years’ projection

Compatibility

• Internet required
• iOS and Android apps in beta

SOFTWARE LICENSE DETAILS

• Redemption: must redeem within 30 days of purchase
• Length of access: 1 year