PocketSmith Sidekick 4+

The PocketSmith companion app


Designed for iPad

    • 3.1 • 46 Ratings
    • Free
    • Offers In-App Purchases



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.


- 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.


Also available

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

3.1 out of 5
46 Ratings

46 Ratings

Epiph5 ,

This app is developing nicely

Update 01July- I have seen a lot of development with the app and the website over the last few months. I am changing my review to update the hard work of the team with the option to increase the star rating further once I have time to look over all the features. Thank you for the hard work!

The PocketSmith website is not user friendly, but after a few days of trial and error I was able to get my accounts and budget together. I was HOPING the app would allow me to put in transaction while I am out and give me a snapshot of where I am in my budget... it doesn’t. It doesn’t even update real time to tell my my correct balance. I’ll be using another app to track and if pocketsmith doesn’t fix their app I’ll be moving to a new product when my membership ends.

Developer Response ,

Hi there, I'm sorry that using PocketSmith hasn't been a smooth experience for you. We have just added the ability to add cash transactions to the app. Did you know about the Budget section of the app? The Budget section shows the current snapshot of your budget. If you want a different budget snapshot, please email us at feedback@pocketsmith.com with the details that you want to see.

Keith Nerdin ,

LOVE the website, but can't add transactions

The whole point (for me) of wanting to have a mobile app is so that I can manually enter transactions while I'm on the go so I can snap a picture of the receipt and know that I have it logged and an covered. I hate carrying receipts and without being able to manually enter transactions on the go, I'm entirely left up to automated bank transactions to populate. And actually, I opted to turn off automatic uploading. It is more convenient to do it automatically but one of the biggest personal benefits of using a service like this is for me to be actively, consistently engaged and aware of each transaction and to see how that's effecting my cash flow forecast. I've really enjoyed manually entering my transactions each morning.

But DESPERATELY waiting for the mobile app to allow me to do this in the fly. The mobile version of the website is responsive and is pretty much impossible to navigate efficiently on a phone. But....I do LOVE the website on a computer!

Developer Response ,

Hi Keith, we have just added the ability to add cash transactions from the app. This is available just for cash transactions at the moment, in order to prevent duplicate transactions from being manually added and imported from bank feeds or bank files. If you want to add transactions to non-cash accounts and don't mind these accounts being grouped incorrectly within net worth, you can change your accounts to the 'Cash' account type and they will then be available to add transactions to these accounts from within the app. We are looking at adding the ability to upload pictures for a future version.

Drewcifer1221 ,

Huuuuuuuuuge improvement

Before this iteration, I didn’t use the app for anything except categorizing expenses on the fly. Now, the app is a whole lot better. There’s actually a dashboard. There are a few features I’d still like to see added (search your transactions, edit your budget, click on an expense category and see what all has counted against it), but this was a step in the right direction.

Developer Response ,

It is great to hear that this update has made the app more useful for you. We are now working on the next updates! One of the next versions will have the ability to see the transactions for a category.

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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