PocketSmith Sidekick vs iFinance 5
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
PocketSmith Sidekick
Manage your finances on the go with this companion app. Track spending, view account balances, and categorize transactions from your bank, credit card, and investments. Organize financial documents and customize your dashboard for personalized insights.
- Track spending activity
- View and categorize transactions
- Add notes and labels to transactions
- View all account balances
- Organize financial documents
- Customize mobile dashboard
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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.
iFinance 5
Manage your income and expenses with detailed evaluations and charts. This app helps you understand your spending habits, identify savings opportunities, and track financial goals through budgets and analytics.
- Income and expense tracking
- Financial evaluations and charts
- Automatic category assignment
- Budget creation and analysis
- Account transaction retrieval (subscription)
- Encrypted and password-protected database
- Multi-currency support
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iFinance helps you keep track of your income and spending in the most convenient and fastest way. iFinance's convenient evaluations and charts provide an at-a-glance overview of your income streams and expenditures so that optimizing your finances becomes a breeze. The app's automatic category assignment, tags, budgets, and analytics tools help turn your account history into much more than just a list of bare numbers. Want to find out how your assets are performing? Or why you keep maxing out your bank account each month, leaving you to wonder where your salary actually goes? Is it current expenses such as rent, insurance, food or loans? iFinance has all the answers. It can analyze your finances and helps you identify your biggest spending items and any categories with saving potential. iFinance 5 – Highlights: – Retrieve your account transactions – now available for banks in the US, Canada, and several European countries (requires a paid subscription) – Encrypted database – Password protection – Categories (including automatic assignment) – Contacts (including contacts' bank details) – Analyze expenses, income, losses, and profits – Charts (2D & 3D) – Reports – Budgets – iCloud and WiFi sync – Reconcile transactions – Handle different currencies in one database – VoiceOver support – Supported file import formats: CSV, OFX, QIF, MT940 – Multiple databases – Retrieve stock prices – Add file attachments to specific transactions Charts, Reports, Budgets, and Budgets Analysis iFinance offers a broad range of easy-to-customize charts and reports. Review your financial goals using the app's actionable budgets. How much money is there left for you to spend today or this month without stretching your budget? How much more do you need to earn in order to hit your monthly income target? Comprehensive Search Options Want to look up how much you paid for your TV four years ago, and find the corresponding invoice? If this type of task requires you to get up and browse through folders or boxes full of paperwork, you'll love iFinance's integrated search tool. Want to confirm whether the standing order for your rent payment was executed two months ago? Use iFinance 5 to find out in the bat of an eye! App Bundle for Mac, iPhone, and iPad iFinance 5 is available for Mac, iPad, and iPhone. When you buy the Mac version, you automatically get the iOS and iPadOS versions with your purchase – and vice versa. Please note: iFinance 5 is no longer available for Apple Watch. NEW IN IFINANCE 5 • Completely redesigned user interface now supporting dark mode • Account retrieval now also available for banks in the US and Canada (requires a paid subscription) • Annual budgets for year-round financial planning • Improved stock and portfolio management • Specify a custom storage location for databases and backups • Improved iCloud sync • You can now create rules for category assignment Terms of Use: https://syniumsoftware.com/terms
Screenshots
Verdict
The clearest difference is price: PocketSmith Sidekick at Free against iFinance 5's $19.99. PocketSmith Sidekick also leads on iOS requirement (13.0 vs 16.0). iFinance 5's advantage is rating (4.3 vs 3.1) and review sentiment (58% vs 35%). On ratings volume, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
PocketSmith Sidekick is free to download; iFinance 5 costs $19.99 up front. PocketSmith Sidekick sells 2 in-app purchases, starting at $10.99 per month and iFinance 5 sells 4 in-app purchases, starting at $5.99 per month. Whichever you choose, the download price is not the number that matters.
iFinance 5 holds the better App Store score, 4.3 against 3.1. Both are backed by a comparable volume of ratings — 53 and 144 respectively. Written reviews point the same way: 35% of PocketSmith Sidekick's written reviews are positive against 58% of iFinance 5's.
PocketSmith Sidekick ships an update every 6 weeks, iFinance 5 every 10 days. The most recent releases landed on October 24, 2026 and October 25, 2026 respectively.
| Parameter | PocketSmith Sidekick | iFinance 5 |
|---|---|---|
| Price | Free — better | $19.99 |
| Rating | 3.1 (53 ratings) | 4.3 (144 ratings) — better |
| Positive reviews | 34.6% of reviews | 58.1% of reviews — better |
| Number of ratings | 53 | 144 — better |
| Update frequency | Every 6 weeks | Every 10 days — better |
| Ads | No | No |
| In-app purchases | Yes | Yes |
| Monetization | Free with in-app purchases | Free with in-app purchases |
| Devices | iPhone, iPad, iPod | iPhone, iPad, Mac |
| Requires iOS | 13.0 — better | 16.0 |
| Further details — not scored | ||
| Size | 26 MB | 61 MB |
| Age rating | 4+ | 4+ |
| Developer | PocketSmith | Synium Software GmbH |
Customer experience
PocketSmith Sidekick
iFinance 5
User reviews
PocketSmith Sidekick
From 53 App Store ratingsWhat we love
- 🚀 Great app for managing finances
- 👍 Customizable dashboards and reports
- 🚀 Automatic transaction categorization
- 👍 Feels in control of finances
- 🚀 Comprehensive financial management
Room to improve
- 🐛 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
iFinance 5
From 144 App Store ratingsWhat we love
- 💻 Comprehensive finance app
- 📊 Excellent reporting and analysis
- 🔄 Easy data import and sync
- 🔢 Detailed transaction tracking
- 🗓️ Helpful budgeting and forecasting
Room to improve
- 🐛 Sync and database issues
- 🤔 Confusing interface changes
- 💰 Subscription model for online features
- 📉 Missing key features from previous versions
- 🕰️ Slow performance and responsiveness
Bugs and requests
PocketSmith Sidekick
Reported bugs
5 issues- Transactions not syncing properly
- Duplicate transactions appearing
- Categorization issues and inconsistencies
- App crashes and freezes
- Incompatibility with certain bank accounts
Requested features
5 requests- Google login option
- Ability to manually add transactions
- Custom date ranges for budgets
- Receipt scanning and attachment
- More detailed transaction history and reporting
iFinance 5
Reported bugs
5 issues- Incorrect currency display
- Unreliable transaction downloads
- Inconsistent data sync between devices
- Frequent crashes and freezes
- Disappearing or lost transaction data
Requested features
5 requests- Add manual account reconciliation
- Improve transaction categorization and tagging
- Provide more customization options
- Integrate with more financial institutions
- Enhance reporting and visualization capabilities
In-app purchases
PocketSmith Sidekick
- Premium$10.991 Month
- Super$18.991 Month
iFinance 5
- Online Services (monthly)7 Days trial$5.991 Month
- Online Services Plus (monthly)7 Days trial$6.991 Month
- Online Services (annual)7 Days trial$49.991 Year
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- Online Services Plus (annual)7 Days trial$69.991 Year
Questions
Is PocketSmith Sidekick free?
Is iFinance 5 free?
Which has better reviews, PocketSmith Sidekick or iFinance 5?
Do PocketSmith Sidekick or iFinance 5 have ads?
Which is updated more often, PocketSmith Sidekick or iFinance 5?
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