I don't give many 5 stars. I am not cranky; I just have very high expectations that things should work. My first compliment: service. Every single issue I email them about they fix. Every one. They don't let it go until then. And they are incredibly nice. "Issues, you say?" Every piece of software is a work in progress. It is never done. Second. PS is great for a quick look. "How am I doing on my budget? How is my spending this month? Do I have any transactions to categorize?" The mobile app has a great feature that you just tap through to see your spending by category. And for data geeks? I haven't found the bottom yet. Search by category, key word, and filters. And I haven't even started with all the reports and "What if" scenarios yet. Budgets are easy. Just tap the far right button on the app. Have a yearly expense like Amazon Prime? Just add it in and repeat it annually and you will now have an accurate picture of your net worth. In all seriousness, it gamifies finances. The mobile app is a companion to the web app. Some things are easier on the mobile and some on the web. Just to give perspective, I started with PS four months ago with 20,000+ transactions imported from Mint. Yes. I just tried Excel, and it was a big fail: I attempted to link to one of the major banks in their list, completed the 2FA and it couldn't connect. I no longer live in the past with my money; I have a tool to help me see the future.
14 people found this review helpful
September 1, 2020
We are very glad that PocketSmith works so well for you Scott 🤩. We continue to work on improving both the mobile and web apps so that it can be even more useful for you.
This under-the-rader budgeting app is the best I've used. And I've used all the top ones. The budgeting features are top notch and syncing banks was easy as well. The 2 things that set this apart from other apps is the dashboard, you customize it the way you want. As well as their highly accurate automatic categorization of bank transactions. Very useful for young professionals on the go who want to glance at their budgets and financial standings rather than scroll through different tabs.
6 people found this review helpful
January 10, 2022
Thank you Tharany for your amazing review! Customization is really important to us so we can help people be productive their money, their way and it sounds like you’re making the most of it. We’re so happy to be a part of your financial journey 😊
This app sucks. I tried it back in 2018, and it sucked then. It still sucks, just "prettier". It's literally totally useless. For a $20 a month subscription, you'd think it would be at least as good as Mint. The Desktop app IS excellent though. The problem is, I prefer to handle my finances on my phone since it is with me wherever I go, and my computer is NOT. The apps True Bill, Honeydue, and Emma are all way better than PocketSmith.
9 people found this review helpful
We have added a lot of features to the mobile apps over the past few years. It doesn't have all the features of the web app but a lot can be done in the mobile app. Does the app not have a particular feature that you are wanting? If so, please let us know.