PocketSmith 0.3.0 LATEST
Mac OS X 10.9 or later
User Rating:Click to vote
Author / Product:
PocketSmith for Mac 2020 full offline installer setup for Mac
Features and Highlights
Automatic live bank feeds
It saves you the hassle of importing your transactions by connecting to over 12,000 institutions worldwide.
Find and organize transactions
Categorize, label and annotate your spending, your way. Then use amazing search engine to find transactions.
Track accounts, assets, and liabilities from different countries. Automatic currency conversion based on daily rates.
Send expenses to Xero
Connect your Xero account and send expenses over in a couple of clicks. No need to sign in, no need for manual entry.
Easy, powerful forecasting
Create cash projections in minutes. See your daily bank balances up to 30 years into the future.
Interact with your money in a natural manner. Schedule your upcoming bills and budgets in a calendar.
Take the uncertainty out of your planning. Test your decisions to see future financial outcomes.
Break your budget down into meaningful periods. Create daily, weekly, monthly budgets and more.
A summary of all your activity in one place. Choose a dashboard layout that suits you.
Keep track of what you own, and what you owe. Add property, mortgages, vehicles, loans and more.
Income & Expense
See a report on how much you've earned and spent in a specified time frame.
This is automatically updated for you. See your historical and future financial activity by month.
Import from Mint.com
Use Express Migration tool to easily bring all your accounts, transactions and categories over from Mint.
Secure your account by requiring a code from your mobile phone along with your username and password.
Invite another the software user - be it an advisor, friend or family member - to access and manage your account.
Pocket Smith can email you summaries of your financial activity according to a schedule determined by you.
Note: Limited functionality in demo version.
Also Available: Download PocketSmith for Windows