PocketSmith Sidekick
ファイナンス
無料 · アプリ内購入 · iPadに対応しています。macOSでは検証されていません。
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.
You need a PocketSmith web account to use the mobile app. Learn more and sign up at pocketsmith.com.
APP FEATURES
- Stay on top of your spending activity
- View, categorize and edit your transactions on-the-go
- Add notes and labels to your spending to record your memories
- View all your account balances at a glance
- Organize household documents like receipts and warranties by attaching them as images and documents to transactions
- Customize your mobile dashboard to see the insights that matter to you
We're constantly improving the app to help you make better money decisions.
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Also available
POCKETSMITH PLANS
Premium - monthly $14.49
- Bank feeds
- Automatic and manual transaction importing
- Automatic categorization
- Unlimited budgets
- 10 accounts
- 10 years' projection
Super - monthly $28.49
- Bank feeds
- Automatic and manual transaction importing
- Automatic categorization
- Unlimited budgets
- Unlimited accounts
- 30 years' projection
Price may vary by location. Subscriptions will be charged to your credit card through your iTunes account. Your subscription will automatically renew unless canceled at least 24 hours before the end of the current period. No cancellation of the current subscription is allowed during the active subscription period. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase. Any unused portion of a free trial period, will be forfeited when the user purchases a subscription.
さらに見る * minor bugfixes
4.0.6 5月5日
* minor bugfixes
4.0.5 5月1日
* minor changes for NZ open banking support.
* adding the ability to split transactions, from the transaction edit screen.
4.0.4 2月26日
* adding the ability to split transactions, from the transaction edit screen.
* minor bug fixes
4.0.3 2025/12/31
* adding the ability to split transactions, from the transaction edit screen.
* compatibility improvements for iOS26.
4.0.0 2025/12/15
* improving flow for authorizing feeds.
3.5.3 2024/04/27
* fixed crash when adding budget from the Calendar tab
3.5.2 2024/04/16
* Adding pending and transfer status icons to transaction reviewing screen.
* Banks feeds will sync individually, based on whether syncing is available. This should improve performance for people with many bank feeds.
* Reinstalling the application will clear extra app data, allowing reinstalling to solve some rare bugs.
* Updated all dependencies.
3.5.1 2024/04/12
• Various bugfixes
Reach out to us at: mobile@pocketsmith.com
3.4.5 2022/08/22
• Various bugfixes
Reach out to us at: mobile@pocketsmith.com
3.4.4 2022/02/24
• Bugfixes and improvements for syncing bank feeds
Reach out to us at: mobile@pocketsmith.com
3.4.3 2021/10/28
• Improvements for Salt Edge feeds in Data Connections
• Various bugfixes
Reach out to us at: mobile@pocketsmith.com
3.4.2 2021/09/17
• Bugfixes and tweaks for Data Connections
Reach out to us at: mobile@pocketsmith.com
3.4.1 2021/08/08
• Compatibility with Data Connections, the new way to connect your bank to PocketSmith.
Reach out to us at: mobile@pocketsmith.com
3.4 2021/07/09
• You can now share your Tell-a-Friend link within the app
• Minor bugfixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.3.2 2021/01/06
• Fixed an issue regarding incorrect transactions on the spending chart
• Fixed the date wheel selectors on devices running iOS 14
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.3.1 2020/11/30
• Added balances information to the calendar
• Minor UI tweaks
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.3 2020/11/02
3.2.1 hotfixes:
• Fixed an issue with the spending chart that was hiding certain categories
• Fixed a crash when changing budget trend periods on an iPad
• Removed a label that could become stuck when viewing budget trends
3.2 updates:
• You can now view historic trends for each individual budget and all the transactions inside the chosen period
• Spending widget graph will no longer include categories that are marked as "income" for consistency with the web app
• Fixed a potential issue when upgrading to a premium account from within the app
• Various other under the hood improvements and minor bug fixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.2.1 2020/09/11
• You can now view historic trends for each individual budget and all the transactions inside the chosen period
• Spending widget graph will no longer include categories that are marked as "income" for consistency with the web app
• Fixed a potential issue when upgrading to a premium account from within the app
• Various other under the hood improvements and minor bug fixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.2 2020/09/06
• Reworked how the currency formatting system works so that the app better supports different iOS regions
• Fixed a few visual UI bugs on the balances features
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.1.1 2020/05/03
● Added balance graphs to the dashboard widgets
● Minor bugfixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.1 2020/04/07
Exciting news! The latest version of PocketSmith is now available and contains the following changes:
• New budget events can now be created within the app
• Existing budget events can also be edited and deleted from the calendar
• Events on the calendar now also display attached notes for better readability
• Calendar now respects starting day based on settings on the web
• Fixed uncategorized transactions not displaying correctly on the spending chart widget
• Fixed a caching issue on budget screen where pull-to-refresh wouldn't fetch latest data
• Multiple other bugfixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
3.0 2020/03/05
• Fixed a crash on the calendar view
• Fixed a occasional crash when opening the camera or photo library for attachments
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
2.9.1 2020/01/06
• Added a new read-only calendar for you to view your events on! (Editing and adding events will be coming in a future update)
• Added status icons to transactions
• Bugfixes
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
2.9 2019/12/20
• Added new dark mode theme for devices running iOS 13
• Added new favorite budget widget so you can choose which ones you want to track directly on your dashboard
• Fixed an issue with attachments not uploading for devices on iOS 13
• Fixed a bug where some users were unable to reorder their accounts
If you have any feedback, we'd love to hear from you.
You can reach out to us at: mobile@pocketsmith.com
2.8 2019/09/30
* minor bugfixes
さらに見る バージョン4.0.6 5月5日
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