PocketSmith Sidekick

142 reviews
Content rating
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About this app

PocketSmith Sidekick works alongside the web app so you can check your budgets, balances and spending - wherever you are!

This mobile app makes staying on top of your PocketSmith account a breeze. See all your bank, credit card, investment and loan accounts in one place without needing to use different apps. Bank Feeds keep PocketSmith automatically updated, so you can see where your money is going.

This app requires a PocketSmith account. Learn more and sign up at https://www.pocketsmith.com.


- Stay on top of your spending activity
- Categorize your transactions on-the-go
- Add notes and labels to your spending to record your memories
- View all your account balances at a glance
- View and edit your transactions

We're constantly improving the app to help you make better decisions on-the-go.
Updated on
Apr 9, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity, and App info and performance
This app may collect these data types
Personal info, Photos and videos and 3 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

133 reviews
Scott Sessions
June 19, 2020
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.
20 people found this review helpful
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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.
Tharany Krishnamoorthy
December 29, 2021
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.
9 people found this review helpful
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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 😊
A Google user
February 7, 2019
Simply too expensive for what you get, Compared to the others (Mint, Personal Capital) this service is good but not great and certainly not worth the fee when the others are free. There are things missing that the others have e.g. retirement planning, tax planning, portfolio tracking. This app doesn't even have fingerprint login. The 10 account limit is useless so we're talking $20/mo! Not likely
10 people found this review helpful
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March 7, 2019
Thanks for the review. We understand that PocketSmith isn't for everyone and that other apps would probably suit your situation better. I have made a note that you would like to see retirement, tax planning and portfolio tracking. BTW if you have a PIN in the app, when prompted for the PIN, you can also unlock with your fingerprint.

What's new

Small compatibility updates