# PocketSmith Sidekick — The PocketSmith companion app > Mobile companion for web-based personal finance management and budgeting. (iPhone/iPad app by PocketSmith.) - Source: https://appshunter.io/ios/app/pocketsmith-sidekick/id1159515083 (this page in markdown: same URL + `.md`) - Developer: [PocketSmith](https://appshunter.io/developer/1037746351) - Category: Finance - Price: Free with in-app purchases - Rating: 3.10/5 from 52 App Store ratings · 122 written reviews indexed - Age rating: 4+ - Requires: iOS 13.0 · 25 MB - Languages: American English - Released: 2016-11-16 - Data updated: 2026-08-29 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/pocketsmith-sidekick/id1159515083/reviews.md ## What is PocketSmith Sidekick? 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. --- 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. ## Key features - Track spending activity - View and categorize transactions - Add notes and labels to transactions - View all account balances - Organize financial documents - Customize mobile dashboard ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Premium | $10.99 | per month | | Super | $18.99 | per month | ## What do users think of PocketSmith Sidekick? Overall sentiment: neutral **Pros** - 🚀 Great app for managing finances - 👍 Customizable dashboards and reports - 🚀 Automatic transaction categorization - 👍 Feels in control of finances - 🚀 Comprehensive financial management **Cons** - 🐛 App login issues with Google accounts - 🐛 Inconsistent syncing with bank accounts - 👎 Limited functionality compared to website - 👎 Clunky transaction categorization - 👎 Lacking key features like calendar and forecasting **Commonly reported bugs** - Transactions not syncing properly - Duplicate transactions appearing - Categorization issues and inconsistencies - App crashes and freezes - Incompatibility with certain bank accounts **Most requested features** - Google login option - Ability to manually add transactions - Custom date ranges for budgets - Receipt scanning and attachment - More detailed transaction history and reporting ## Recent user reviews (10 of 122) All indexed reviews: https://appshunter.io/ios/app/pocketsmith-sidekick/id1159515083/reviews.md ### 2/5 — Difficult to tolerate much less love *2026-04-05* Update: I’ve spent another few hours on this (no idea, probably 15-20 in total now) and I have given up and gone back to YNAB. Honestly, it is beyond awful. Maybe, somewhere, there is something in here but honestly I don’t know. I run my own business so would like to think I’m not completely thick but this software makes me feel like the village idiot. If you are from YNAB please, please look at reviews online first before you jump as this is honestly one of the most frustrating things I have ever done. Original review: I’ve moved over from YNAB to PocketSmith and I have to say, so far, so bad. I was lured by the promise of bank integration and, in fairness it does this very well. That’s probably where the good ends though and the bad begins. Honestly, I’ve been setting it up since what feels like the last age. It takes forever. Even after owning it for a couple of months I still am not really close to getting what I want out of it (a budget). I’ve got ChatGPT and Claude working around the clock and their standard answer to most things is “yeah, that’s just a limitation of PocketSmith” or “you’ve hit a well known frustration”. Maybe the mobile app is amazing. Who knows, you have to configure it all on web and I will probably be dead before I complete that. If your are on YNAB and thinking “I wonder if it’s worth the pain of moving so I don’t have to manually import transactions?” the answer is “would you jam a rusty knife in your own eye?”. Probably not. **Developer response:** Thanks for giving PocketSmith a go, Jason - we appreciate you being candid about how the switch has felt. Getting started in PocketSmith can take a bit of groundwork, especially if you’re moving from a different budgeting style and trying to shape it around the way you already manage money. AI tools like ChatGPT and Claude can often send people in the wrong direction. They’re not trained on the ins and outs of PocketSmith, and they can present assumptions as fact, particularly around what is or isn’t possible in the product. We have an excellent dedicated support team, so we’d really recommend reaching out to them at help@pocketsmith.com so they can help you get things configured in a way that works for you. PocketSmith Sidekick was always intended to be a companion to the web-based/desktop app, as the complex functionality can’t be fully replicated in a mobile setting. However we’re fully committed to evolving and improving how we bring PocketSmith to mobile, which you can read about here: https://www.pocketsmith.com/blog/an-update-on-the-future-of-pocketsmith-on-mobile/ Thanks again for taking the time to share this feedback. It’s helpful, and we’re sorry this first stretch with PocketSmith has been such a slog. Please feel free to get in touch if you have anything else you’d like to share. ### 5/5 — Great App for managing my finances *2025-10-31, version 3.5.3* A great product for having up to date information about my finances. Budgets are easy to set up and manage. I no longer need to manually enter my transactions into a money managing tool such as Money Dancer. Daily checking of all Bank Accounts transactions occur in one app which is great for monitoring any suspicious transactions. A bonus is the product is not US oriented and more suited to our local business environment in Australia. ### 2/5 — App login *2025-09-09, version 3.5.3* Web version is great but you can’t login to the app if you use your Google account as your login. Just wanted to update my review and thank you for your response. Unfortunate that Apple forced you into that corner. I’ll figure out how to change my login as I’d like to be able to use the app as well. ### 3/5 — No email log in support *2025-08-31, version 3.5.3* Hi, i always log in using my gmail account on the website. However, i saw no gmail log in option on the app. Can you please fix it ### 3/5 — Google Login Option *2025-08-09, version 3.5.3* Would be great to have a Google login option so those who have setup an account using Google can use the app. ### 2/5 — Fading patience *2025-06-24* Started off well a year ago, but I’m considering moving back to YNAB as their budget logic is far superior and overcomes any pain of manually uploading transactions. PS is a really detailed and comprehensive financial management tool on the website app and the auto import to all our Aus institutions was awesome. Very good for monitoring spending and net worth across multiple or complex financial accounts and assets. Great customisable dashboards. Not great at daily money management of spending which I would think most people are needing assistance with. Recently Aus super has introduced MFA and our data via Yodlee hasn’t synced for a month or two with no apparent solution timeframe and ability to manually update. Not a PS issue I know but it’s one ecosystem to me. The new budget rollover feature lacks reasonable logic with previous and current month available budget not making any mathematical sense. It also assumes you will spend every dollar of unused rollover budget this month and calculates the overspend to be the sum of all of these amounts, rather than it being a larger budget to use. The app is next to useless now and data seems totally divorced from the website, with duplicate entries and multiple requests to categorise transactions that are categorised on the website. My partner cannot easily access and categorise transactions on her phone which is crucial when dealing with family budgets. **Developer response:** Thanks for your review, and we're sorry about your experience. We're committed to evolving and improving how we bring PocketSmith to mobile: https://www.pocketsmith.com/blog/the-future-of-pocketsmiths-mobile-applications/ We wish you the best in finding a financial tool that better aligns with your needs and expertise. ### 2/5 — Little more than a balance summary *2025-05-09, version 3.5.3* The transaction screen shows all accounts and you can’t filter to a particular account. The calendar doesn’t show any graphs nor does the transaction screen. There are so many features missing from this app. Its usefulness is highly questionable. ### 4/5 — Useful but it could improve a bit *2025-05-02, version 3.5.3* The budget setting up process should have less clicks in it. But once all is set it’s amazing. ### 5/5 — Best budgeting App in Australia *2025-04-15* I’ve looked at several budgeting apps and, used in conjunction with the website subscription, this is by far the most useful budgeting app I’ve come across. The ability to sync with my Australian bank and set rules on incoming transactions to automatically categorise is very helpful. Using this app, I can easily see where my money is going and can easily navigate through each category to track spending, recategorise individual transactions, and set category rules within the app. One bit of feedback - it would be great to be able to set a custom time period within the app like you can on the website. Thank you for a great budgeting solution! **Developer response:** Thank you so much for your fantastic review! Our team is so delighted that you took the time to write a comment. We love hearing about how PocketSmith is a part of your financial management journey - it sounds like you're a categorisation pro. You can see what we've got planned for the app here: https://www.pocketsmith.com/blog/the-future-of-pocketsmiths-mobile-applications/ ### 1/5 — Trash app *2025-04-13, version 3.5.3* IOS app but can’t set up on the app, don’t bother just a waste of time ## Frequently asked questions about PocketSmith Sidekick ### What is PocketSmith Sidekick? PocketSmith Sidekick is a mobile application designed to complement the PocketSmith web service. It allows users to manage their budgets, check account balances, and review spending activity directly from their smartphone or tablet. ### Do I need a PocketSmith account to use PocketSmith Sidekick? Yes, a PocketSmith web account is required to use the PocketSmith Sidekick mobile app. You can learn more and sign up for an account on the official PocketSmith website. ### What are the subscription plans for PocketSmith? PocketSmith offers two main subscription plans: Premium, which costs $14.49 monthly and includes features like bank feeds and 10 accounts, and Super, which costs $28.49 monthly and offers unlimited accounts and a 30-year projection. Prices may vary by location. ### How does PocketSmith Sidekick handle transaction categorization? PocketSmith Sidekick allows you to view, categorize, and edit your transactions on the go. You can also add notes and labels to your spending to help record your memories and gain better insights. ### Can I attach documents to transactions in PocketSmith Sidekick? Yes, you can organize household documents such as receipts and warranties by attaching them as images and documents directly to your transactions within the app. ### What devices is PocketSmith Sidekick available on? PocketSmith Sidekick is available on iPhone, iPad, and iPod. It is designed for iOS devices. ### Does PocketSmith Sidekick have ads? Yes, PocketSmith Sidekick contains advertisements. As a free app with in-app purchases, it utilizes ads to support its operation. ### How often is PocketSmith Sidekick updated? The latest version of PocketSmith Sidekick is 4.0.6, and it was last updated on May 5, 2026. The developers are continuously improving the app to help users make better money decisions. ## Version history (last 5 releases) ### 4.0.6 — 2026-05-05 * minor bugfixes ### 4.0.5 — 2026-05-01 * minor bugfixes ### 4.0.4 — 2026-02-26 * minor changes for NZ open banking support. * adding the ability to split transactions, from the transaction edit screen. ### 4.0.3 — 2025-12-31 * adding the ability to split transactions, from the transaction edit screen. * minor bug fixes ### 4.0.0 — 2025-12-15 * adding the ability to split transactions, from the transaction edit screen. * compatibility improvements for iOS26. ## Apps similar to PocketSmith Sidekick | App | Rating | Price | Category | | --- | --- | --- | --- | | [iSpending - Expense Tracker](https://appshunter.io/ios/app/ispending-expense-tracker/id484100875) | 4.4 (634) | Free | Finance | | [Buxfer: Budget & Money Manager](https://appshunter.io/ios/app/buxfer-budget-and-money-manager/id312260980) | 4.3 (167) | Free | Finance | | [Goodbudget Budget Planner](https://appshunter.io/ios/app/goodbudget-budget-planner/id471112395) | 4.6 (13,377) | Free | Finance | | [Buddy: Budget Planner App](https://appshunter.io/ios/app/buddy-budget-planner-app/id936422955) | 4.7 (9,413) | Free | Finance | | [Toshl Finance - Best Budget](https://appshunter.io/ios/app/toshl-finance-best-budget/id921590251) | 4.7 (1,782) | Free | Finance | | [Pocket Expense 6](https://appshunter.io/ios/app/pocket-expense-6/id424575621) | 3.9 (2,046) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-29.*