PocketSmith Sidekick 4+

The PocketSmith companion app

PocketSmith

Designed for iPad

    • 3.3 • 42 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

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.

What’s New

Version 3.4.4

• Various bugfixes

Reach out to us at: mobile@pocketsmith.com

Ratings and Reviews

3.3 out of 5
42 Ratings

42 Ratings

Reckless1 ,

A bit glitchy but ......

...... overall the Pocketsmith system is quite awesome now I’m getting the hang of it on the desktop. However the App has me constantly re confirming the same transactions over and over again. Not difficult to do but unnecessary. The App needs sharpening up to work in conjunction better. I look forward to improvements as they happen. I won’t be removing it off my phone! 👍🏼

wanderm ,

App lite

PocketSmith is a great way to store historical transactions, and packages them with a number of pretty reports (my favourite is the “Trends” graphic).

The iOS app is more of a window into their system: the heavy work is done with the website app. One app feature is the emphasis with your budget. This tracks both your actual month against budget, and has a stab at predicting future balances. The budget can be tricky to set up initially, so it may be best to start from scratch or use the web-based “Auto-budget tool”.

PocketSmith as a whole is indispensable, so it is a pity that as of now the iOS app isn’t representative.

Developer Response ,

Thanks for your review, it sounds like you’re a pro with all of your reports! The Sidekick app was always intended to be a companion to the wed-based/desktop app, as the complex functionality can’t be fully replicated in a mobile setting. However we’re always looking at improvements to the mobile experience, so watch this space.

shawy190 ,

Can be great, but it’s not

The attraction of this app was the auto bank feeds, this has failed miserably after I moved my personal budget from another platform. Continually the bank feeds fail, then when they are running again transactions get imported incorrectly (income as an expense) the support team are responsive but can’t solve the problem as their hands are always tied as the need support from the 3rd party called yodel to fix anything. I have been waiting for 2 months, I’m still hanging on but my patience is wearing thin. A simple fix would allow the user to change the transaction from negative to positive but that isn’t possible. Essentially none of the other features work if your transactions have the wrong sign. My advice is to try again later once they sort out their issues.

App Privacy

The developer, PocketSmith, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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