PocketSmith
9.0#2 in personal finance softwareFrom $119.88 a yearFree planAndroidiOSWebAPI
VisitPocketSmith vs SortMe
What both publish
| Fact | PocketSmith | SortMe |
|---|---|---|
| Account sync | both | both |
| Bill tracking | Yes | Yes |
| Budgeting | The product provides a budget calendar, flexible budget periods and what-if scenarios. | Budgets can follow weekly, fortnightly or monthly pay cycles and include group or category caps and a Budget Cycle Review. |
| Budgeting tools | Yes | Yes |
| Forecasting | Its forecasting tools show daily bank balances up to 60 years into the future on the Fortune plan. | The Cashflow Forecast shows 6 to 12 months ahead and flags tight months with a Health Score and plain-language summary. |
| Free plan | Yes | No |
| Headquarters | Dunedin, New Zealand | Auckland, New Zealand |
| Mobile apps | both | both |
| Net-worth tracking | Yes | Yes |
| Report export | Yes | Yes |
| Security | 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. | Bank connections are read-only, data is encrypted with AES-256, and SortMe says it passed the Google Security Audit. |
| Support | Users can contact PocketSmith support through the in-app Help menu or by email, with priority email support on Fortune. | Boost includes one and Pro includes two free 30-minute SortMe consultations. |
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
SortMe plans
- Boost$29 a month
- Pro$49 a month
- 7-day trial1 NZD, paid once
- Boost99 NZD a year
- Boost149 NZD, paid once
- Pro299 NZD a year
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.
Pick SortMe if…
You want what its maker publishes above — check its page for the details.