PocketSmith - Budgeting & Planning Software

Hello! We craft online money management software used in over 190 countries, from right here in Dunedin.

PocketSmith is loved by people all over the world because it lets you track your money, your way. Our mission is to give you clarity over your money so you can make the best decisions for your future.

Put those spreadsheets away and save time. Automatic Bank Feeds keep PocketSmith updated so you can see where your money is going. Pick and choose to see the bank, credit card and loan accounts you want in one place.

Categorise, label and annotate your transactions to see spending reports in graphs, charts and tables.

Get answers to what-if scenarios. Can you survive on a lower income? How much to spend on those renovations? What would happen if you reduced spending on takeout? How long before you can afford a holiday?

Sign up for free to use our basic plan - it's yours to keep forever. Paid subscriptions come with automatic bank feeds and start at just $9.95/month.

We know how Covid-19 has brought financial uncertainty to many, and have put together a set of step-by-step guides on how to use the Free version of PocketSmith to get clarity over your money and look into the future. Head over to https://www.pocketsmith.com/plan-ahead - we'll see you there!