PocketLion PocketSmith Budget 4+

PocketLion (PL) is in a sense a streamlined collation of the most useful PocketSmith functions. I don’t believe PL is a complete substitute for their website app, but one would need to be pedantic indeed to believe there isn’t enough presented here.

I really liked the trend lines on the accounts screen, and the PL developer has indeed found a nice way to offer practically as much information on an iOS app as the PocketSmith website does... particularly around budgets and something of an emphasis on the Cashflow statement. Good form with the notifications too, bringing to attention those pesky transactions that should be categorised and perhaps edited.

The rather useful rolling 30-day expenditure report is now found in Expenses! One further suggestion is to add the ability to recall payees, though categories are accurately suggested after entering an existing payee. The developer is active (witness response to said feature request in a prior review) and new features may well be on the way.

A decent, if marginally expensive one-time purchase (plus tips if there be surplus value) that complements the PocketSmith system.

Thank you for the detailed and thoughtful review.
I’d be happy to add the 30 day rolling cash flow report.

Will try to make sense of it on the web site.

Or if you don’t mind can you please send me a note on how the date ranges work in this scenario?

Edit:

Version 2021.7 adds an option for rolling 30 days window for the expense reports. Please let me know how this works for you.

PocketLion is a PocketSmith client, and has made the latter so much more useable on the iPhone and iPad. The app is well presented, provides numerous ways to drill down into your financial transactions, provides for trend views, progress against budgets and ability to export data into a csv file. All in all I’m very impressed, thank you

😍

Great app - a way better interface to PocketSmith than the default app. Categorisation using PocketSmith is way faster.

It is also far more feature complete than the default app.

Thank you very much for the great review.