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Overview

Money management, personal budgeting and cashflow forecasting with PocketSmith, the best personal finance software on the web. Connect multiple bank accounts securely.

News

Open Banking, AI and the Rise of Household CFOs - CanadianSME Small Business Magazine
In this exclusive interview, Jason Leong, CEO and Co-founder of PocketSmith, shares how the company is helping people take control of their finances through intelligent forecasting and personal finance technology. Under his leadership, PocketSmith has gro
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News researchmoneyinc.com 3 months ago
If Canada measures open banking by switching, it will declare failure on a system that
Jason Leong of PocketSmith argues that Canadian regulators and policymakers should not use bank switching rates as the primary metric for open banking success. Instead, the country should focus on fostering a richer, more competitive ecosystem of financia
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News Australian FinTech 5 months ago
PocketSmith launches online Open Banking Hub to help consumers embrace secure data sharing
Personal financial management fintech PocketSmith have created an Open Banking Hub to make secure data sharing easier for consumers to understand.
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Award FinTech Australia 6 months ago
FinTech Australia announces 2026 Finnie Award Finalists
FinTech Australia has named the finalists for the 2026 Finnies Awards as the awards celebrates its 10th year. The Finnies celebrate achievements in the fintech sector, which contributes $13.8 billion in direct value added to the Australian economy and 50,
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News YahooFinance 1 year ago
Pocketsmith review
The Pocketsmith app can help with managing personal finance situations including budgeting and planning.
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News CNET 1 year ago
PocketSmith Review 2025: Best Budgeting App for Long-Range Forecasting
This budgeting tool can be pricey, but its long-range forecasting and desktop-friendly software might make it worthwhile for you.
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