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PocketSmith


PocketSmith is a web-based calendar that forecasts your future cash position.

PocketSmith offers:

  • Budget better with a calendar Calendar-based finances - plot your income/expense as events, see 12 months ahead.
  • Relish your budgeting success See your hits and fix your misses with detailed comparisons of your budget against actuals.
  • Achieve your financial goals Feed your passions by planning and saving for the things that matter to you.

Create Events

PocketSmith works like any web-based calendar, except the events are financial. Put in your scheduled salary, bill payments, rent, and grocery bills; you can also make them repeat weekly, fortnightly or monthly.

See your future

As you go, PocketSmith takes the events and generates you a 6 or 12 month cash forecast, with a daily predicted balance. Now you're planning your budget for the coming year. Adjust your events to change your future.

Upload Accounts

You may upload your electronic bank statements to get a meaningful overview of your activity using PocketSmith's intuitive interface. Match up your transactions with your events to see if you're sticking to your budget.

Keep Track

Monitor your PocketSmith forecast, and stick to your plan! Simply ensure that your daily forecast balance reflects your accounts. Keep uploading your statements to see on-going information on your spending activity.

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