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BankTree Personal Finance vs PocketSmith

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PocketSmith

9.0#2 in personal finance softwareFrom $119.88 a year
Free planAndroidiOSWebAPI
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What both publish

FactBankTree Personal FinancePocketSmith
Account syncbothboth
Bill trackingYesYes
Budgeting toolsYesYes
Free planNoYes
Mobile appsbothboth
Net-worth trackingYesYes
PurposeBankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting.PocketSmith is personal finance software for forecasting future bank balances and interacting with money.
Report exportYesYes
SecurityBankTree Online states that its site certificate uses 2048-bit encryption, it does not store passwords, it logs account logins, and it supports two-factor authentication.Connections are encrypted, stored data is encrypted at rest, passwords use bcrypt hashing, and PocketSmith reports an SSL Labs A+ transport rating as of February 2024.
SupportThe maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups.Users can contact PocketSmith support through the in-app Help menu or by email, with priority email support on Fortune.

BankTree Personal Finance plans

  • Starter£3.50 a month
  • Premier£4.50 a month
  • Desktop Personal Finance£35 a month
  • BankTree Online TrialFree
  • BankTree Desktop Personal Finance£35, paid once
  • BankTree Online Starter—

PocketSmith plans

  • FreeFree
  • Foundation$14.95 a month
  • Flourish$24.95 a month
  • Fortune$39.95 a month
  • Foundation$119.88 a year
  • Flourish$199.92 a year

Pick BankTree Personal Finance if…

You want what its maker publishes above — check its page for the details.

Pick PocketSmith if…

It suits people who want to budget, monitor connected accounts and project balances, including users managing finances across currencies. The free plan is aimed at casual budgeters.

Charts they share