PocketSmith Sidekick

PocketSmith

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.

APP FEATURES

- 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.

Ratings and reviews

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.