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PocketSmith

Connects bank accounts and forecasts daily balances years ahead, with budgets, reports and document filing for personal finances.

From $9.99/moActively maintained

FinanceFor consumersAnalytics
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PocketSmith: data, price, alternatives
At a glancechecked Oct 31, 2026

not read yet

Use

For
individuals and households managing personal money and forecasting future account balances
Price
From $9.99/mopricing page, read Oct 31, 2026Trial & discounts: save 33% yearly · 14-day money back
Activity
Actively maintainedrelease 4 weeks ago · site updated 2 days ago
Company
PocketSmith Ltd. · since 2008site footer · per their site
How it runs
Mobile app
App Store
3.153 ratingsiPhone & iPad · updated Oct 6, 2026
Used for
  • forecast daily account balances years ahead
  • categorise bank transactions and track spending
  • keep documents beside the transactions and budgets they explain
read off pocketsmith.com on Oct 31, 2026
Worth knowingcomputed from what we read · each with its source
  • On the web since 2008, older than 97% of its shelfINITE Atlas
  • Has an MCP server (2 in the registry)public registry →
Pricingpricing page, read Oct 31, 2026

From $9.99/mo

Trial & discounts save 33% yearly · 14-day money back

pricing page

Price Watch: every price change in the Atlas, weekly

The companyeach fact with its source · read Oct 31, 2026
Your datawhat they publish, each line with its page · read Oct 31, 2026

These are PocketSmith's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 31, 2026
  • MCP servercom.pocketsmith/mcpverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-31
  • Address to connectmcp.pocketsmith.com/mcp
  • API docsdevelopers.pocketsmith.comthe vendor's page ↗

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is PocketSmith?

    Connects bank accounts and forecasts daily balances years ahead, with budgets, reports and document filing for personal finances. It is listed in the Atlas under Finance and made by PocketSmith Ltd.

  • Who is PocketSmith for?

    individuals and households managing personal money and forecasting future account balances

  • How much does PocketSmith cost?

    Paid plans start at $9.99/mo, per PocketSmith's pricing page on 2026-10-31.

  • Is PocketSmith still maintained?

    Actively maintained: release 4 weeks ago · site updated 2 days ago.

  • Who owns PocketSmith?

    PocketSmith is run by PocketSmith Ltd., per its site footer (2026-10-31).

  • Does PocketSmith have an iPhone app?

    Yes: “PocketSmith Sidekick” on the App Store, rated 3.1 from 53 ratings; current version released 2026-10-06.

  • How do I cancel PocketSmith?

    In its own words (terms of service, 2026-10-31): “Please use the following link to cancel your account: https://my.pocketsmith.com/account/cancel .”

  • What are alternatives to PocketSmith?

    In Finance, by use: Ramp, Numeric, Pilot, Agicap, Kyriba.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk