Pilot Wealth
7.3#68 in personal finance softwareFrom C$6.99 a monthFree planWeb
VisitPilot Wealth vs PocketSmith
PocketSmith
9.0#2 in personal finance softwareFrom $119.88 a yearFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Pilot Wealth | PocketSmith |
|---|---|---|
| Account sync | both | both |
| Bill tracking | Yes | Yes |
| Budgeting | The Free plan includes smart budget management, unlimited transaction tracking, and manual transaction entry. | The product provides a budget calendar, flexible budget periods and what-if scenarios. |
| Budgeting tools | Yes | Yes |
| Free plan | Yes | Yes |
| Net-worth tracking | Yes | Yes |
| Purpose | Pilot Wealth offers Canadians budgeting, savings goals, net worth tracking, and an AI coach informed by their financial data. | PocketSmith is personal finance software for forecasting future bank balances and interacting with money. |
| Security | The security policy says Plaid access tokens are encrypted at rest and Pilot Wealth does not store bank usernames or passwords. | 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. |
| Support | For account access help, the site directs users to [email protected]. | Users can contact PocketSmith support through the in-app Help menu or by email, with priority email support on Fortune. |
Pilot Wealth plans
- FreeFree
- ProC$6.99 a month
- PremiumC$12.99 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 Pilot Wealth 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.