PocketSmith

Reviews

1. Arthur Fletcher ★★★★★

   A great product for having up to date information about my finances. Budgets are easy to set up and manage. I no longer need to manually enter my transactions into a money managing tool such as Money Dancer. Daily checking of all Bank Accounts transactions occur in one app which is great for monitoring any suspicious transactions. A bonus is the product is not US oriented and more suited to our local business environment in Australia.

   almost 4 months ago
2. David Craig ★★★★★

   I can't praise PocketSmith enough as to the functionality, quality and service this company provides. Took some time and a few emails to get things set up correctly as it is structured and our finances weren't. in two months and once rolling thought the months it became clear of where we were and where we wanted to go. We now choose what we want to spend our money on with confidence that we can within our budget. We now leave behind the things we don't want to purchase. Great for our cashflow and fitting in those annoying bills that were part of someone else's cashflow. Now things are payable on our terms not theirs. This is the program that should be mandatory and taught in all schools.

   almost 5 months ago
3. Peter Johnson ★★★★★

   I have been using PocketSmith for over 12 months now, and I have found it to be an excellent tool for managing my finances. I am still learning the finer details of using it, and with each thing I learn, I am able to fine tune my use, and get even better financial clarity. I highly recommend PocketSmith if you want to get hold of your managing your finances. You can't go wrong!

   almost 5 months ago

1. alex yella ★★★☆☆

   This could be a great app, but it isn't there yet. It helps map out when your bills are coming out, but it won't tell you if spending money today will affect your bank account in a couple of weeks or months. The best they got is a graph without specific information without clicking (so estimate only). Its up to you to memorise your account balances and hope you can predict your balance. Customer service/dev team aren't interested in updating this, even though I imagine their target marked dont have big bank balances, need a budget tracker and worry down to the dollar. I still have to use my spreadsheet, so wasted my money. Don't recommend at this point.

   almost 8 months ago
2. Lockie Martin ★★★★★

   I have been using Personal Finance products for years. I started using this product when Microsoft Money fell out of fashion. I left it because I felt it was imature, in reality I did not understand how powerful it is. I'm back now and pleased to be managing my money with this invaluable an powerful piece of software.

   almost 8 months ago
3. Angela Transom ★★★★★

   Highly recommend this platform for keeping track of finances and working towardd those big goals

   almost 2 years ago

1. Andrew James ★★★★★

   Pocketsmith is the perfect level up from running a simple budgeting spreadsheet. The automatic bank feeds save a tonne of time and the forecasting makes me feel in control of my financial future. Thanks Pocketsmith!

   almost 5 years ago
2. Julian Davison ★★★★★

   Great system!

   more 7 years ago
3. Nate B ★★★★☆

   I was essentially looking for something like a personal version of quickbooks online. Pocket smith was the answer to that. I've been very satisfied from day one. Great product and responsive tech support (on the rare occasion I've needed it). A couple features I really wish it had: iPhone and Android mobile app, more detailed transaction records, ability to upload bills/receipts to a transaction (like quickbooks online allows), and better integration with more FI's.

   more 10 years ago

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