PocketSmith - Personal Cashflow Forecasting

good

meowwww wow

After Xero shutdown their personal finance manager i moved all my account to pocketsmith. The service is great! even the support is brilliant! They usually get back to you within a few hours. The knowledge base very helpful. Best software that is out there as far as i know!! They are constantly adding new features and the software has taken great shape over the years.

I have recently had the need to speak to a 'real'person with an issue I had with my PocketSmith account. The service was 9.8 out of 10 (can one ever give 10??). Very prompt response to my initial email (within 15 mins), very helpful suggesting a solution, no dramas, no problems, very understanding - what the heck; 10 out of 10!! This is a breath of fresh air in these days of "send us an email and we'll get back to you" .... LUV ya work PocketSmith.

Like this app its fairly straight forward to use although I would like it to be able to use the current balance figure from my banks download rather then my having to amend it after every import. I expect the foecasting functionality to be very useful once i've built up a number of months of history. Category management is a little limited in the free version and the paid version is WAY TOO expensive.

Exactly what I was looking for. I suck at tracking my spending and this makes it easy.

Best software program I've found in 2 years; and I look at a hundred or more a year. I went to an "all cash" budget (no credit cards) some years back and always had enough money in theory. My cashflow was the issue because so many of my bills were front-loaded at the beginning of each month. PocketSmith tells me when crunch/crash points are coming. It shows me when to 1) move money from savings to checking/paycheck, 2) budget is too tight and to cut back, or 3) move a payment a few days to co... Show more

Not friendly. Very complicated.

To have live feed from a bank account you have to pay.Also unable to find a easy way to make and track a goal like the photo suggested.

I wasn't able to get a free trail and I wasn't going to pay for something if I didn't know if I was going to like it or not, what might be functional for some may not be for me. I was not impressed overall.