PocketSmith Sidekick 4+
The PocketSmith companion app
PocketSmith
Designed for iPad
-
- 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 3.5.2
* fixed crash when adding budget from the Calendar tab
Ratings and Reviews
Pocketbook refugee hoping for more functionality
Sept 22 update:
Hey all, I wanted to update my review and say that the PocketSmith magic is all on the website. Skip the app and go online. The budgeting functionality is exceptional. No more spreadsheets for me. The online program is definitely worth the monthly sub, especially if you are tracking and updating budgets.
Hi, the mobile app is very poor, especially given this is an expensive subscription service. A priority addition would be comparing this months’ spending to last months’ spending, as a bar graph. Also total $ spent this month, last month, last three months, last six months, last 12 months. Also, comparing spending in particular categories - eg food this month versus last month. The budget screen needs a better at-a-glance display. I want to be able to check how I am tracking on spending at a glance, without having to go to the website to do this. Categorising transactions is clunky on the app too. Hope this feedback helps.
Developer Response ,
We appreciate your detailed feedback and we’ve taken it on board. 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.
The website great but the app needs work.
As previously mentioned the website is great but the app needs substantial work if they want to be a contender with any of the larger app developers. Again a lot of the websites functionality is missing here with the app particularly with sorting options, you can’t select individual or multiple banks to view if you are someone who does have multiple accounts this is frustrating. The website also isn’t ideally formatted for Mobile view so you should be using it on a desktop or tablet.
The perfect Pocketbook replacement
I’ve tried a whole bunch of budgeting apps since Pocketbook shut down and I’ve finally found the one - PocketSmith is infinitely superior to Pocketbook (and every other budgeting app I’ve tried). Well worth the subscription - I signed up via the website rather than the App Store.
For new users, a tip - the bulk of PocketSmith’s functionality is through the website, not the app, but the app makes a useful companion for everyday routine tasks like categorising items. For more complex tasks there’s the website, and the features/functionality available are incredibly rich. Nothing else I’ve tried comes close. Hopefully over time more functionality makes its way to the app, but it does enough to be useful when you’re on-the-go.
Developer Response ,
Thank you for such a fantastic review 😃 We’re so happy that you were able to find a home in us after Pocketbook closed its doors. If there are specific features you’re hoping to see in the mobile apps, feel free to let us know at mobile@pocketsmith.com.
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
Information
- Seller
- PocketSmith Limited
- Size
- 27.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 PocketSmith
- Price
- Free
- In-App Purchases
-
- Premium $15.99
- Super $27.99