PocketSmith provides users with the ability to upload bank transactions and monitor spending in an on-going fashion, ensuring that they are sticking their budgeted forecast.
PocketSmith can synchronize a user’s budget, financial events and future balances with Google Calendar, Apple iCal, Microsoft Outlook, and mobile devices such as the iPhone.
For the security conscious, no personally-identifiable information is required for signup and use, and key functionality can be used without any bank information or transactions. The application is always delivered via a 256-bit SSL connection. Uploaded bank statements are stripped of personal information, leaving only raw transactions.
Cloudswave Score for PocketSmith
Rating based on 10 Critic Reviews
Carrie Smith, on Investor Junkie
PocketSmith is a fun, useful tool. The beauty of PocketSmith is the calendar function, which is used to track each account, such as checking, credit cards, student loans, etc.
If you are looking for high-level, detailed information on your accounts, and future financial forecasts, PocketSmith might be worth the investment. However, if your current, free system is working, I recommend saving your money for something else.
Erik, on Its called clean living
I had a few questions when I signed up which were answered quickly by an actual person. Their Wiki is quite helpful, too. The other really unique thing about this company is that they actually look for user suggestions to implement in their future releases of the software.
At any rate, I couldn’t be happier to be a paying user of PocketSmith and to know that our finances are secure, and our budgets are under control.
Millie Kay G., on The Digerati Life
Overall, PocketSmith’s calendar format for personal finance is a welcome alternative to the somewhat linear format of programs like Quicken and the defunct MS Money. If you find the budgeting process intimidating, then you’ll be happy to know that PocketSmith makes it easy to enter transactions and track your money. It’s a service you may want to check out if you’d like assistance with budgeting or you’re looking for more information than a spreadsheet can provide alone.
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