Manage your personal finances with automatic Live Bank Feeds and powerful cashflow forecasting. Feature-rich. Send receipts directly to Xero.
    Overview

    PocketSmith is online accounting software for your personal finances. See all your bank, credit card and loan accounts in one place with automatic Live Bank Feeds, just like Xero. Categorise and annotate your spending with notes and pictures, track budgets, create cash forecasts and more!

    Explore all features of PocketSmith

    PocketSmith + Xero

    If you are an account manager, an employee who needs to be reimbursed for a work expense, or a business owner who uses personal bank cards for work purchases, then this feature is just for you! PocketSmith makes it easy to send expense claims to Xero. Link your company's Xero account to your PocketSmith account, then send any transaction from your personal accounts into Xero as a receipt. Claims await review and approval in Xero - no manual entry required.

    Reviews & ratings

    5.0
    3 Reviews
    5 star
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    4 star
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    AM
    Andrew Maclean
    Posted
    Dissapointed with Pocketsmith and now an ex-user: To record transfers between bank accounts involves a ridiculous workaround, just create a transfer function. Can't do a surplus/loss report month by month Can't record refunds to the same account (eg clothes refund will be included as clothes income on reports Receipt splits are awkward and you can't notate on separate splits Can't seem to print reports Can't choose a date to report on Net Worth The date format needs improving
    VU
    Varun Uthappa
    Posted
    Before PocketSmith I was a Xero Personal account user, it worked for me because I could do expense claims between my personal and business accounts. When Xero decided to shutdown Personal account I joined PocketSmith and at the time even though they didn’t have the Xero integration I saw great potential in them! They were releasing new updates every fortnight and Xero integration was on the to-do list. I was really happy with the first release of Xero integration, even though it only lasted 30 minutes, it was good enough time to get all my claims sent to my Xero Business account. But the latest update is a permanent connection to my Xero account and I can do transactions whenever I want! This is by far the best personal finance software I have used!! Thanks and keep up the great work!!
    TH
    Tracy Herbert
    Posted
    I have been really happy with Pocketsmith, and even more happy when they added the feature to send receipts to Xero. It works well and helps me keep track of personally spent business expenses. Thank you Pocketsmith & Xero for making this possible. I would recommend Pocketsmith to anyone looking to keep track of personal expenses now that Xero Personal is no longer in operation. I find it easy to budget, categorise and overview all my personal spending. For example, at the click of a button I can see how much I have spent on coffees over whatever timeframe I choose. (A bit of a wake up call) I've now been using for 2 years and could not budget so well without it.
    Additional info

    App details

    Added in 2016

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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