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PocketSmith

Connects your banks, shared with a partner.

Free (Foundation $119.88/yr, Flourish $199.92/yr, Fortune $319.92/yr.)www.pocketsmith.com
Download on the App StoreGet it on Google Play

Feature record

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22 of 60 recorded

Cost

2 of 3
Free tier
Yes
my.pocketsmith.com
Price
Free (Foundation $119.88/yr, Flourish $199.92/yr, Fortune $319.92/yr.)
my.pocketsmith.com
Lifetime purchase
?

Connections

3 of 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

8 of 12
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
?
Receipt attachments
Yes
learn.pocketsmith.com

Planning

3 of 9
Envelope budgeting
?
Rollover budgeting
?
Recurring transactions
?
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
Yes
www.pocketsmith.com
Cancel subscriptions
?

Wealth

1 of 5
Balance history import
?
Investment tracking
?
Investment transactions
?
Real estate
?

Insight

1 of 4
Trends
?
Credit scores
?
Alerts
?

Sharing

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

Platforms

1 of 4
Interfaces
Web · iOS · Android · Desktop
Full mobile app
?
Home-screen widgets
?
Offline access
?

Trust

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

Extending

1 of 4
Spreadsheet sync
?
Webhooks
?
Tax export
?
Nothing recorded yet — 1 group, 2 attributes

Assistance

0 of 2
AI chat
?
AI categorization
?

Checked against the vendor’s own pages on 2026-09-04; 20 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $65$119.95/yearFree2026-092026-09
2026-09-02
First recorded at $119.95/year
2026-09-04
$119.95/year → Free

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 26 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 2026-09-08.