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PO
PocketSmith
Budget App
New Zealand-based budget app with 60-year financial forecasting. Uses Yodlee and Plaid for bank connections. Unique calendar-based approach.
PocketSmith is a New Zealand-based app that stands out with its 60-year financial forecasting. Its unique calendar-based approach lets you visualize your future income and expenses on a timeline.
The app uses Yodlee and Plaid for bank connections, giving it good coverage of Canadian banks. The combination of both providers can compensate for each other's weaknesses — for example, TD works better via Yodlee than via Plaid.
PocketSmith offers multi-currency support and couple sharing. The free plan is very basic (manual only), but paid plans starting at $9.99 USD/month add automatic sync and advanced forecasting. Warning: the mobile app is poorly rated (2.8/5 on iOS, 2.3/5 on Android).
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PO
General
CA Banks
French
Canadian
Features
Auto-categorization
Manual entry
Net worth
Investments
Couple sharing
Multi-currency
CSV import
Forecasting
Credit building
Pros & Cons
60-year forecasting
Multi-currency
Free basic plan
Yodlee + Plaid (better CA coverage)
Poorly rated mobile app
Complex interface
No French app