Really time consuming
Not an easy use app. Really fiddly and annoying. Absolute time consumer. Definitely not for the everyday person who wants to set budgets and have an easy categorising tool. The categorising itself every week takes ages and the budgeting tool - you spend ages fiddling and correcting. Not for me.
Hope the free version can connect to the bank in the future
Very easy to use but the UX is nice but UI is not the simplest. I hope I can see the past months spends, now I can only see past one month’s. And I hope in the future the free version can allow us to connect our bank account. Also I’d very much like to change the user named not the display name
Time for competition
Such a disappointing platform.
Difficult to tolerate much less love
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.
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.
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Great App for managing my finances
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.
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App login
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.
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No email log in support
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
Google Login Option
Would be great to have a Google login option so those who have setup an account using Google can use the app.
Fading patience
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.
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.
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Little more than a balance summary
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.
Useful but it could improve a bit
The budget setting up process should have less clicks in it. But once all is set it’s amazing.
Best budgeting App in Australia
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!
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!
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Trash app
IOS app but can’t set up on the app, don’t bother just a waste of time
Billing model
Very sneaky with the way they run this. I do not recommend using them. Product may be okay but the way they bill is questionable
Good but could be better
I like many features of the platform , but however I find there could be improvements such as an increase of categories of transactions since it’s bit too simple in comparison to my banning apps version. Also I had technical issues with the linking with certain investment accounts. Also I wish I could do more things on the app that didn’t require web browser. Also wish the arrangement of things on the app was easier to access things rather than trying to find it .
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No update in 8 months
Why no update on 8 months, and no update before that was 2 years ago.
Disappointing app
The website app looks great but the mobile app is miles behind. I think even having a mobile app is doing you more damage than good. It looks half baked and sends a poor message. I am a long term YNAB user and was looking for something else that looks a bit more modern and has better reporting capabilities. Whilst the underlying system of this product does tick those boxes, not providing a fully functioning app for users is borderline suicide. Who carries a laptop with them? People want to use their mobile device, not spin up a Web Browser.
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One simple request
The app can be improved by allowing users to set custom periods. I get paid fortnightly so the app is pretty much useless as it only shows me data for a whole month.
That being said, the webpage works really well on a phone browser so I might just stick with that for now until the app gets better.
That being said, the webpage works really well on a phone browser so I might just stick with that for now until the app gets better.
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Feel in control of my finances
Love that the platform is customisable. Dashboards and reports are great, and good for checking in on over/underspends. I feel more in control of my finances than I ever have. Have recommended to friends and family.
Pretty Good Little App
I only wish it could more of the things the desktop application does.
Example 1: When I enter Home Depot in the transaction search box, the app quickly lists all Home Depot transactions but it doesn't give me the total of all transactions it found. The desktop application does.
Example 2: The desktop application allows me to display budgets for any time period. I can pull up This Month, Today, Last Year or any date range I choose. Sidekick only allows me to display the current month.
So, I give the truly awesome Pocketsmith Desktop Application 5+ Stars and Sidekick only gets 3 Stars. I really hope someday the Sidekick Team catches up to the Pocketsmith Team
Example 1: When I enter Home Depot in the transaction search box, the app quickly lists all Home Depot transactions but it doesn't give me the total of all transactions it found. The desktop application does.
Example 2: The desktop application allows me to display budgets for any time period. I can pull up This Month, Today, Last Year or any date range I choose. Sidekick only allows me to display the current month.
So, I give the truly awesome Pocketsmith Desktop Application 5+ Stars and Sidekick only gets 3 Stars. I really hope someday the Sidekick Team catches up to the Pocketsmith Team
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