Comparison

PocketSmith Sidekick vs Monarch Mobile

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

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.

Highlights
  • Track spending activity
  • View and categorize transactions
  • Add notes and labels to transactions
  • View all account balances
  • Organize financial documents
  • Customize mobile dashboard
Features
Read full 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. --- 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.

About

Monarch Mobile

Access your financial information securely and conveniently on the go. View your assets, accounts, financial statements, and performance reports with a clear, simple interface. Share critical data with your trusted advisor easily.

Highlights
  • Secure financial information access
  • Dashboard control for assets and accounts
  • View financial statements
  • Access performance reports
  • Share information with advisors
Features
Read full description

Gain the ultimate convenience of accessing your financial information anytime, anywhere with the Monarch Mobile app delivered by the Monarch Wealth Strategies team. Monarch Mobile gives you a snapshot of your assets and accounts with dashboard control access to view financial statements, performance reports, and more. Key features include: - Protection of your information through a secure environment - Access to your financial information in a clear and simple format - A snapshot of your portfolio and performance reports - Share information with your trusted advisor, before, during and after meetings

Screenshots

PocketSmith Sidekick4 screens
Monarch Mobile4 screens

Verdict

The call

The clearest difference is rating: Monarch Mobile at 5.0 against PocketSmith Sidekick's 3.1. Monarch Mobile also leads on in-app purchases (none vs 2). PocketSmith Sidekick's advantage is review sentiment (35% vs 0%) and update cadence (every 6 weeks vs every 5 months). On price, ads and device support 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

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. PocketSmith Sidekick sells 2 in-app purchases, starting at $10.99 per month. Monarch Mobile asks for nothing beyond the download.

ReceptionRating · Positive reviews · Number of ratings

Monarch Mobile holds the better App Store score, 5.0 against 3.1. That said, the two scores are not equally well evidenced: PocketSmith Sidekick has 52 ratings behind it against 3, so its average is the more settled of the two. Written reviews complicate that: 35% of PocketSmith Sidekick's written reviews are positive against 0% of Monarch Mobile's, so the app with the better star average is not the one people write more warmly about.

UpkeepUpdate frequency

PocketSmith Sidekick ships an update every 6 weeks, Monarch Mobile every 5 months. The most recent releases landed on September 20, 2026 and September 17, 2026 respectively.

Scorecard7 real differences · 3 level
PocketSmith Sidekick versus Monarch Mobile: the parameters behind the verdict, then further details
ParameterPocketSmith SidekickMonarch Mobile
PriceFreeFree
Rating3.1 (52 ratings)5.0 (3 ratings) — better
Positive reviews35.2% of reviews — better0.0% of reviews
Number of ratings52 — better3
Update frequencyEvery 6 weeks — betterEvery 5 months
AdsNoNo
In-app purchasesYesNo — better
MonetizationFree with in-app purchasesFree — better
DevicesiPhone, iPad, iPodiPhone, iPad, iPod
Requires iOS13.0 — better15.6
Further details — not scored
Size25 MB1 MB
Age rating4+4+
DeveloperPocketSmithMonarch Wealth Strategies

Customer experience

PocketSmith Sidekick

All ratings52 ratings
Positive48.1%
Neutral9.6%
Negative42.3%
Written reviews125 reviews
Positive35.2%
Neutral18.4%
Negative46.4%

Monarch Mobile

All ratings3 ratings
Positive100.0%
Neutral0.0%
Negative0.0%
Written reviews1 reviews
Positive0.0%
Neutral0.0%
Negative100.0%

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

Monarch Mobile

Not enough reviews yet to summarise bugs or requests.

In-app purchases

2 purchases

PocketSmith Sidekick

Subscriptions2
  • Premium$10.991 Month
  • Super$18.991 Month
None

Monarch Mobile

No in-app purchases

Questions

Is PocketSmith Sidekick free?
PocketSmith Sidekick is free to download, with in-app purchases available.
Is Monarch Mobile free?
Monarch Mobile is free to download, with no in-app purchases.
Which has better reviews, PocketSmith Sidekick or Monarch Mobile?
Monarch Mobile is rated higher. PocketSmith Sidekick averages 3.1 out of 5 from 52 ratings, while Monarch Mobile averages 5.0 from 3 ratings.
Do PocketSmith Sidekick or Monarch Mobile have ads?
Neither PocketSmith Sidekick nor Monarch Mobile shows ads.
Which is updated more often, PocketSmith Sidekick or Monarch Mobile?
PocketSmith Sidekick ships an update every 6 weeks, and Monarch Mobile every 5 months. Most recently, PocketSmith Sidekick was updated on September 20, 2026 and Monarch Mobile on September 17, 2026.

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