PocketSmith Sidekick vs Monarch Mobile
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.
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.
- Secure financial information access
- Dashboard control for assets and accounts
- View financial statements
- Access performance reports
- Share information with advisors
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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
Verdict
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
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.
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.
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.
| Parameter | PocketSmith Sidekick | Monarch Mobile |
|---|---|---|
| Price | Free | Free |
| Rating | 3.1 (52 ratings) | 5.0 (3 ratings) — better |
| Positive reviews | 35.2% of reviews — better | 0.0% of reviews |
| Number of ratings | 52 — better | 3 |
| Update frequency | Every 6 weeks — better | Every 5 months |
| Ads | No | No |
| In-app purchases | Yes | No — better |
| Monetization | Free with in-app purchases | Free — better |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 13.0 — better | 15.6 |
| Further details — not scored | ||
| Size | 25 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | PocketSmith | Monarch Wealth Strategies |
Customer experience
PocketSmith Sidekick
Monarch Mobile
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
PocketSmith Sidekick
- Premium$10.991 Month
- Super$18.991 Month
Monarch Mobile
No in-app purchases
Questions
Is PocketSmith Sidekick free?
Is Monarch Mobile free?
Which has better reviews, PocketSmith Sidekick or Monarch Mobile?
Do PocketSmith Sidekick or Monarch Mobile have ads?
Which is updated more often, PocketSmith Sidekick or Monarch Mobile?
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