PocketSmith

Meet PocketSmith

PocketSmith brings account transactions and future cash-flow plans into a personal finance workspace. Connect accounts, organize spending, and set out expected income and expenses on a budget calendar. The forecast shows projected balances based on those plans, giving you a way to examine the timing of a large expense or a change in income.

Charts and reports describe actual activity, while custom dashboards focus on the accounts, budgets, or transactions you want to review. Documents can sit beside the records they explain. As transactions arrive or plans change, you can return to the calendar and adjust the assumptions behind the projection.