PocketSmith - Personal Cashflow Forecasting icon

PocketSmith - Personal Cashflow Forecasting

by PocketSmith

v5.0.0 Updated Jan 6, 2017 14.68KiB
CWS
10K
Users
★ 3.82
108 reviews
#5380
of 207.1K
Other
Category
⚠️Not updated in over 2 years

Description

Track your finances by connecting to your banks and credit cards so you can record your history, control your current spending, and make the best decisions for the future. PocketSmith will help you build a more meaningful relationship with your money by making money management more natural, engaging, and fun. SEE THE FUTURE: simply create repeat events with values attached, and you'll love how elegantly and quickly you'll be able to create your cashflow! The calendar lets you check any day's balance, months ago or years ahead. TRACK THE PAST: import and categorize your transactions to learn about your spending history! Celebrate success and learn from mistakes with beautiful graphing and flexible analysis. KEEP A JOURNAL: write notes, upload photos and attachments, and see your finances in a completely new light with PocketSmith's Timeline. HUMAN TEAM: we're dedicated to providing outstanding service and a constantly improving application for managing your money. We're just an email away! Some of our key features: ★ Powerful cashflow forecasting ★ See up to 30 years in the future ★ Interactive visuals for your finances ★ Import your bank transactions no matter where you bank, we support financial institutions worldwide ★ Flexible and attractive calendar interface ★ Automatic bank account feeds (Premium feature) ★ Companion mobile apps for iOS and Android So you can: ★ Plan for the future ★ Make better financial decisions ★ Remember your bills ★ Catalog and find your purchases ★ Aggregate from multiple banks ★ Build cash flows in minutes ★ Be prepared for all your upcoming financial commitments, no surprises! WHAT OUR USERS SAY "I'm in love with @PocketSmith because it forecasts my bank balance for the future - so I know when I can afford what." ★ Angel Smith | USA "For anyone who wants to plan their total budget with ease, I can't recommend @PocketSmith enough." ★ Tommy Brunn | Sweden "If you like Mint.com you're going love PocketSmith http://www.pocketsmith.com financial forecasting for dummies :)" ★ Dan Almasy | USA "Whereas Mint is really about looking at your spending habits and figuring out ways to save, PocketSmith is more of a calendar for finances that lets you set financial goals and track your progress over time. "The site itself is very well done, sporting a polished interface and nifty effects that make otherwise mundane tasks a bit more fun." ★ TechCrunch "We've seen plenty of personal finance tools designed to help you track what you're spending, but web site PocketSmith is an impressive new web-based personal finance tool with an emphasis on forecasting your financial future. "The thing we like most about PocketSmith is its emphasis on projections and forecasts, letting you see what you're aiming for financially." ★ Lifehacker
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Reviews (13 cached)

★☆☆☆☆2014-06-28
Carlos Cedeño

Not friendly. Very complicated.

★☆☆☆☆2014-03-28
Kristina Tustin

I wasn't able to get a free trail and I wasn't going to pay for something if I didn't know if I was going to like it or not, what might be functional for some may not be for me. I was not impressed overall.

★☆☆☆☆2013-05-20
Fluxy Flux

another thing you have to pay for it.

★☆☆☆☆2013-03-03

This is a pathetic application, with tons of bugs. And they expect you to pay for it when apps like mint are free.

★☆☆☆☆2012-11-14
dod smith

pay to track my money....hmmmmm

★☆☆☆☆2012-07-06
Calvin Shi

Ridiculous that putting more than 8 "events" (which for me are just item purchases) would require a subscription. Should allow unlimited one time entries, while limiting the number of recurring entries, since the forecast is really the only thing that's useful here

★★☆☆☆2014-04-23
Heather McConnell

To have live feed from a bank account you have to pay.Also unable to find a easy way to make and track a goal like the photo suggested.

★★☆☆☆2014-01-08
Igor Os

Very poor Web interface design: tiny fonts, low-contrast color scheme, a number of other glitches. Signed up for their "Super" account for twenty bucks a month and cancelled it withing half hour. Very disappointing.

★★☆☆☆2013-03-13
sophie martin

IT is only useful for the USA. Is not compatible with Australian banking requirements

★★☆☆☆2012-12-27
Peter Adrian

I could only post 12 events on the calendar before it started shaking me down for $10 per month. No thanks.

★★☆☆☆2011-12-20
nathan richter

actually it's just the merger and acquisition statement in the privacy policy that bothers me. not too sure about their best efforts lol.

★★☆☆☆2011-12-10
Stuart Connall

The program has a nice interface but as soon as I clicked the "Recalculate Balances" the application went off and didn't come back with a message "Reloading Forecast"...been 20 minutes so far and I only have 8 events and just added a 9th to force the recalculate. Update: When I tried to go back and update what I added for income events...I couldn't. Actually, they appear on the calendar but not on the list of income events. It's blank. The expenses show though. I lowered this to two stars as it has a lot of usability issues and bugs. Nice idea with a great look, but it doesn't work very well.

★★★☆☆2011-12-17
Zen Lane

I absolutely love the concept. The free account is far more limited than I believed it to be originally. 8 events is not a lot when you have two incomes (taking it down to 6) and then monthly bills for a family of 4. $9.95/mo is a bit much to pay for a program that does what I have been doing myself (with unlimited space) for free. As far as layout and design of the program itself, it works real nice.

Permissions (2)

Permissions

notifications Can show desktop notifications unlimitedStorage

Details

Version 5.0.0
Updated Jan 6, 2017
Size 14.68KiB
First Seen Mar 27, 2026