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PocketSmith

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PocketSmith

Free - $14.95/month or $119.88/year
79% feature coverage
πŸ‡ΊπŸ‡Έ USπŸ‡¨πŸ‡¦ CAπŸ‡¦πŸ‡Ί AUπŸ‡³πŸ‡Ώ NZπŸ‡¬πŸ‡§ GB
Cash flow forecasting software that projects finances up to 30 years in the future. Connects to 12,000+ banks globally, offers flexible budgeting, and provides in-depth reporting. Features include transaction rules, split transactions, multi-currency support, and scenario planning. No ads or tracking, with strong security including 2FA.
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Platforms:

Web, iOS, Android, Windows, macOS

Years Active:

18 years (since 2008)

Connect:

App Details

Pricing Plans

Free

Free

  • β€’ 2 dashboards
  • β€’ 6 months projection

Foundation

$14.95/month

$119.88/year

  • β€’ 6 dashboards

Flourish

$24.95/month

$199.92/year

  • β€’ 18 dashboards
  • β€’ 30 years projection

Fortune

$39.95/month

$319.92/year

  • β€’ Unlimited dashboards
  • β€’ 60 years projection

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified