# PocketSmith

Personal finance app for budgets, categorized transactions, calendar-based cash flow forecasts and reports.

- Website: https://www.pocketsmith.com/
- Listing: https://openack.co/p/pocketsmith
- Not evaluated. Listed by OpenACK: its 6 claimed capabilities are OpenACK's reading of the product's public site, not the maker's word, and nobody has checked them yet.

OpenACK's description (not checked):

> 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.

## Capabilities

- **not evaluated**: 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

## What the statuses mean

- **confirmed** (ACK): a person from OpenACK signed in with a test account and saw it work.
- **not confirmed** (NAK or ?): it was tried and didn't work, or we couldn't reach or check it. Not proof it's missing, but not verified.
- **not evaluated** (—): nobody has checked it. It's the founder's word only.

Treat only "confirmed" as verified. A result is a record of one evaluation on the date shown, not a guarantee.