See how our diverse group of customers in Canada and around the world use PocketSmith to supercharge their financial productivity. Track your income, expenses, assets, and net worth, customize your budgets, forecast your cash flow up to 30 years into the future, and see it all in a nifty calendar view.ĭon’t take it from us, hear what our amazing user community has to say. Made in NZ for a global audience, PocketSmith suits customers in Canada from all walks of life. PocketSmith is world-class personal finance software that lets you manage your money, your way. What makes PocketSmith the best personal finance software in Canada?

Use PocketSmith as your personal finance app to make day-to-day decisions or to plan for your retirement. Our home accounting software gives you detailed features that will help you record your finances just the way you want it. We go further by helping you plan for the future. Most personal finance software solutions only track your expenses. Our support team is passionate about helping you to achieve great outcomes, even with the imperfect feed technology that exists. You can also email our Support team for any non-bank feed-related assistance required. You can continue to use all other features of PocketSmith and control your finances with all your data in one place. While we cannot guarantee 100% bank feed uptime, our Canadian customers can still import transaction files downloaded from your bank into PocketSmith, using our bank file upload features. It’s no secret that we have built the best bank file uploader in the market, and many users prefer this option.

You may prefer to take a foolproof approach and import bank files into PocketSmith instead. Ultimately, the choice to use bank feeds is left up to each user. To assist you in making an informed decision, we have compiled the current reliability statistics for Canadian banks with the best-performing feeds. Sadly, Canada lags behind in this regard, though the government is currently considering the best way to enable its safe introduction in Canada. The rest of the world is catching up with open banking, with sanctioned bank feeds becoming par for the course in Australia, the US, UK and Europe. Our co-founder and CTO James explains what is going on and what we’re doing about it. Many Canadian bank feeds are experiencing ongoing issues, with some banks even blocking all aggregation attempts from both of our data providers for Canada, Yodlee and Plaid.

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