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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PocketSmith logo
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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Buxfer logo
Personal Finance Software

4.7 30 user ratings

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Overview

Description PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more Buxfer is a top graded online money management application that helps its users with their budgeting, retirement planning, investments, forecasting, and more. Users get access to a comprehensive financial statement in one place. Moreover, they can optimize the automatic secure sync module to integrate with 20k+ bank accounts. Besides getting access to a manual transaction facility, users can also leverage the same to upload statements from their banks or softwares. Buxfer helps users with detailed insights, showcasing their spending trends. Thus enabling them to identify irregularities and plan out budgets in an efficient manner. The application sends real-time alerts when an individual exceeds their spending limits. Detailed financial forecasts let users detect upcoming trends and make decisions accordingly. Further, Buxfer helps its users in reaching their financial goals by suggesting appropriate long-term plans and investing strategies from time to time. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $3.99.
SW Score & Breakdown

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    97%
  • Reviews
    60%
  • Momentum
    68%
  • Popularity
    85%

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    84%
  • Momentum
    65%
  • Popularity
    70%
SaaSworthy Awards # 7 Fastest Growing
Not Available

Features

Total Features
12 Features
12 Features
Common Features for All
    Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
    Bills Management Facility to add manage purchase bills and get reminded if bills are due
    Budgeting Prepares a plan to spend your money by balancing income and expenses.
    Expense Groups Allows to categorize or group the transactions with common attributes
    Financial Dashboard All in one dashboard that presents the financial performance.
    Investment Monitoring Monitors the performance of savings and investments
    Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
    Multi-Currency Enables payment and collection in multiple currencies.
    Payment Gateway Facilitates payments for bills, membership, donation, etc.
    Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
    Reports Comes with reporting capabilities and features custom pre-built reports
    Spend Tracker Tracks expense and spend patterns to make your finances manageable
    Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
    Transaction History Allows to verify or check all your historical transactions anytime
  • + 9 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 9 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    Not Available
    4.7/5 30 user ratings
    Rating Distribution
    Not Available
    • Excellent

      83.3%
    • Very Good

      13.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      3.3%
    Pros & Cons
    Not Available
    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $9.99. Offers Free-forever plan.
    • Free Trial Not Available
    • Starts at $3.99.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Foundation $9.99 $14.95 per month

    Flourish $16.66 $24.95 per month

    Fortune $26.66 $39.95 per month

    PLUS $3.99 $3.99 per month

    PRO $4.99 $4.99 per month

    PRIME $9.99 $9.99 per month

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Create bank feeds
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 1 More
    Not Available

    Vendor information

    Company Details Located in: Dunedin, New Zealand Founded in: 2008 Located in: Sunnyvale, California
    Contact Details

    Not available

    https://www.pocketsmith.com/

    +1-855-527-7722

    https://www.buxfer.com/

    Social Media Handles

    FAQs

    What are the key differences between PocketSmith and Buxfer?

    PocketSmith focuses on personal finance management with features like budgeting, expense tracking, and investment monitoring, while Buxfer emphasizes financial planning, forecasting, and retirement planning.

    What are the alternatives to PocketSmith?

    The top alternatives to PocketSmith are PocketGuard, Buxfer, Pockett, Mint, and Simplifi.

    What are the alternatives to Buxfer?

    The top alternatives to Buxfer are PocketSmith, Pockett, Spendee, PocketGuard, and You Need A Budget.

    Which product is better for budgeting and expense tracking?

    Both PocketSmith and Buxfer offer budgeting and expense tracking features, but PocketSmith may be more suitable for users who need detailed insights and customization options.

    Which product offers more advanced financial planning features?

    Buxfer offers more advanced financial planning features, such as retirement planning, investment forecasting, and long-term goal setting.

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