PocketSmith Sidekick 4+

The PocketSmith companion app

PocketSmith

Designed for iPad

    • 3.0 • 14 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 3.5.2

* fixed crash when adding budget from the Calendar tab

Ratings and Reviews

3.0 out of 5
14 Ratings

14 Ratings

Kelvar ,

Two very big oversights

One is there’s no sign in via Google like on the website.

The other one is if you have someone else on your account there’s no way for them to access it via the app (on the website you can start managing an account on your profile).

Developer Response ,

Thanks for your feedback. We removed the Google login from the app due to the requirement of an Apple login if a third party login is used. You can create a password to log into the mobile app: https://learn.pocketsmith.com/article/232-about-google-login#password.

We’ve noted your wish for Advisor Access in the mobile apps. In the meantime, you can enter your login details into the PocketSmith app on their phone.







Little Miss ;) ,

Not a functional app for Canadians

After paying the ridiculously high price for the subscription, I found out that two major Canadian credit cards that I use will not sync with this app. So it is useless in budgeting and managing my spending.

BarbieShaw ,

Finally!!!

I have been using mint from intuit for years because I thought it was the best option out there. It wasn’t, with constant syncing errors and multiple days of lag with transactions it really wasn’t effective in helping me manage spending. PocketSmith has change that! I am now able to flick open my app, see in real time authorized transactions and everything and be able to better make an informed decision as to whether or not I’ve overspent in a particular category or I’m still good to go. I’m so thankful I found this platform, I’ll be using it from here on out, thanks PocketSmith!

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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