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PocketSmith

Calendar-based budgeting that forecasts account balances up to 60 years ahead

$14.95/month or $119.76/yearwww.pocketsmith.com
Download on the App StoreGet it on Google Play

Feature record

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26 of 71 recorded

Cost

2 / 3
Free tier
Yes
my.pocketsmith.com
Price
$14.95/month or $119.76/year
my.pocketsmith.com
Lifetime purchase
?

Connections

3 / 7
Account aggregation
Yes
www.pocketsmith.com
Connectors
?
Refresh more than daily
?
Manual accounts
?
Countries
US · CA
Multi-currency
Yes
www.pocketsmith.com
Crypto and digital assets
?

Transactions

9 / 13
Edit transactions
Yes
learn.pocketsmith.com
Create manual transactions
?
Rules engine
Yes
learn.pocketsmith.com
Split transactions
Yes
learn.pocketsmith.com
History import
Yes
my.pocketsmith.com
Length of history
?
Import formats
?
Nested categories
?
Custom categories
Yes
learn.pocketsmith.com
Receipt attachments
Yes
learn.pocketsmith.com

Planning

5 / 16
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
?
Bill negotiation
?
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
Yes
www.pocketsmith.com
Scenario planning
Yes
www.pocketsmith.com
Retirement planning
?
Subscription tracking
?
Subscription cancellation
?
Automated transfers
?
Calendar view
Yes
www.pocketsmith.com

Wealth

1 / 6
Balance history import
?
Investment tracking
?
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

1 / 4
Trends
?
Credit scores
?
Alerts
?

Sharing

1 / 3
Partner or household
Yes
my.pocketsmith.com
Adviser access
?
Business or rental separation
?

Platforms

2 / 5
Interfaces
Web · iOS · Android · Desktop
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
Yes
learn.pocketsmith.com
Offline access
?

Trust

1 / 7
SOC 2
?
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?

Extending

1 / 5
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?
Nothing recorded yet — 1 group, 2 attributes

Assistance

0 / 2
AI chat
?
AI categorization
?

Checked against the vendor’s own pages on 2026-09-04; 24 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $60$119.95/year$119.76/year2026-092026-10
2026-09-02
First recorded at $119.95/year
2026-09-04
$119.95/year → Free
2026-09-10
Free → $119.76/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 63 live listings that charge one.

In the news · 0 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-23.