SYN Listed, not evaluated
PocketSmith
Personal finance app for budgets, categorized transactions, calendar-based cash flow forecasts and reports.
PocketSmith is a personal finance web app. Users import transactions from bank feeds or bank files, categorize them with rules, set budgets on a calendar, and see forecast balances and income and expense reports.
SYNListed by OpenACK: we wrote these claims from PocketSmith's public site, not its makers. Work on PocketSmith? Claim this listing
What PocketSmith can do
PocketSmith is listed on OpenACK. Its 6 claimed capabilities haven't been evaluated yet.
- Import transactions from a CSV or OFX bank file—Not evaluated
- Categorize transactions automatically with category rules—Not evaluated
- Create a budget for a category—Not evaluated
- See a forecast of future account balances—Not evaluated
- Run an income and expense report—Not evaluated
- Connect an AI assistant over MCP—Not evaluated
Confirmed: a person from OpenACK signed in with a test account and saw it work. Not confirmed: it was tried and didn't work, or we couldn't reach it. Not evaluated: our reading of the product's public site; nobody has checked it. Each result records one evaluation on the date shown. How we check · This listing as Markdown