Pocketsmith
Personal finance software with forecasting and budgeting tools to simplify money management
About Pocketsmith
PocketSmith helps you track spending, forecast future finances, and create custom dashboards for better financial clarity. With over 17 years of experience, it offers secure, ad-free tools to manage budgets, monitor net worth, and plan for the future.
Pricing
Full pricing page Free option
Popular
Fortune
$3.20 per year
For the financial expert
- Automatic bank feeds
- Priority email support
- Unlimited connected banks from all countries
- Unlimited dashboards
- 60 years' projection
- Unlimited accounts
- Unlimited budgets
Fortune
$39.95 per month
For the financial expert
- Automatic bank feeds
- Priority email support
- Unlimited connected banks from all countries
- Unlimited dashboards
- 60 years' projection
- Unlimited accounts
- Unlimited budgets
Flourish
$2 per year
For the household CFO
- Automatic bank feeds
- Email support
- 18 connected banks from all countries
- 18 dashboards
- 30 years' projection
- Unlimited accounts
- Unlimited budgets
Flourish
$24.95 per month
For the household CFO
- Automatic bank feeds
- Email support
- 18 connected banks from all countries
- 18 dashboards
- 30 years' projection
- Unlimited accounts
- Unlimited budgets
Foundation
$1.20 per year
For the financial tracker
- Automatic bank feeds
- Email support
- 6 connected banks from 1 country
- 6 dashboards
- 10 years' projection
- Unlimited accounts
- Unlimited budgets
Foundation
$14.95 per month
For the financial tracker
- Automatic bank feeds
- Email support
- 6 connected banks from 1 country
- 6 dashboards
- 10 years' projection
- Unlimited accounts
- Unlimited budgets
Free
Custom
For the casual budgeter
- Automatic bank feeds
- Manual imports
- 2 dashboards
- 12 budgets
- 2 accounts
- 6 months' projection
FAQ
Once you sign up for a paid PocketSmith account, you will be billed periodically (monthly, quarterly, or annually) depending on the plan you choose. The subscription is paid for in advance.
If you upgrade from a free account to a paid plan, you will be charged the same day for the subsequent month. If you upgrade from another paid plan, you will be billed for the new plan amount on your next billing date.
If you cancel your subscription within 14 days of purchase, you can request a full refund. For cancellations after 14 days, monthly subscriptions are not eligible for a refund. For quarterly or annual subscriptions, you can request a refund for the remaining full months.
You can report a bug or leave feedback by using the 'Get help' option under the Help menu in PocketSmith. Alternatively, you can email support@pocketsmith.com or visit the Learn Center to suggest improvements.
The security of your data and personal information is a top priority. PocketSmith works hard to ensure your data is kept safe. For more details, you can check out their dedicated Security page.
PocketSmith offers features such as Automatic Bank Feeds, Budget Calendar, Multi-Currency support, Cash Flow Forecasts, Transactions, and Net Worth tracking.
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Pricing summary
Free tier available
Starting from
USD $9.99 per month, billed annually
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