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PocketSmith is a personal finance app that connects to over 12,000 financial institutions worldwide for automatic transaction imports and live bank feeds, supporting multi-currency tracking with daily exchange rate conversions.[3][4] It enables users to categorize transactions manually or via rules, manage multiple accounts including loans, mortgages, assets, and investments, and monitor net worth through detailed breakdowns and visualizations.[1][3][5]
Key features include a calendar view for visualizing upcoming bills, income, and expenses to prevent cashflow issues, alongside powerful cashflow forecasting up to 60 years ahead.[3][4][6] Users can create customized budgets based on historical trends, generate income and expense reports, cashflow statements, and 'what-if' scenarios to test financial decisions like major purchases or life changes.[1][2][3]
The app provides custom dashboards for summarizing financial activity, real-time alerts for budgets or low balances, and tools for tracking spending patterns, surplus income, and goals such as debt payoff or savings.[1][2][6] Additional capabilities cover shared account access for collaboration, net worth widgets, and interest tracking for accounts, offering a comprehensive view of personal finances in one place.[2][5]
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