“PocketSmith allows me to take all the information I have in my head about upcoming big expenditures and pop it into my PocketSmith calendar. I can see the impact ahead of time and adjust accordingly. It relieves all my anxiety about missing payments or not knowing whether I will have enough cash on hand if an emergency comes up. It’s also a big factor in helping me find fraud ASAP.”

“My favorite features come into play at tax time. I pay for all my tax-deductible professional development/conferences/etc from one account, making it very easy to identify and work out my tax deductions. I can also identify my rental income and expenses from investment properties which makes tax time easier too.”

“PocketSmith ticked all the boxes for our needs. It was just perfect, easy, and really intuitive. Out of the box, I was able to connect to my bank feeds, categorize my spending, and set up budgets within an hour or two. Once the basics were done, I was able to really drill down into the detail and get things fine-tuned.”

“My wife and I mostly use PocketSmith as an analytics tool to identify spending habits. At the end of each month, we sit down together and review how we have been spending our money over the last 30 days, and make a plan for the next 30 days. I find it very helpful to be able to identify those patterns sooner rather than later, so I can either cut them out or double down on them.”

“I love that PocketSmith connects directly with our bank and investment accounts so we can see our projected balances. The Dashboard is also a helpful high-level overview of account balances and expenses. I love the snapshot of expenses coming due in the next seven days.”