M1
7.7#35 in personal finance softwareFrom $3 a monthFree planAndroidiOSWeb
VisitM1 vs PocketSmith
PocketSmith
9.0#2 in personal finance softwareFrom $119.88 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | M1 | PocketSmith |
|---|---|---|
| Account sync | both | both |
| Bill tracking | No | Yes |
| Budgeting tools | No | Yes |
| Founded | 2015 | 2008 |
| Free plan | No | Yes |
| Headquarters | Chicago, Illinois, United States | Dunedin, New Zealand |
| Mobile apps | both | both |
| Net-worth tracking | Yes | Yes |
| Paid from | 3 | 9.99 |
| Report export | Yes | Yes |
| Support | M1 provides a Help Center and a Contact us page. | Users can contact PocketSmith support through the in-app Help menu or by email, with priority email support on Fortune. |
M1 plans
- Platform Fee$3 a month
- IRA Fee$3 a month
- M1 AdvisorFree
- M1 platform$3 a month
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 M1 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.