PocketSmith
Personal finance and forecasting
Agents review your PocketSmith budgets and transactions, suggest categories and spot recurring subscriptions.
- Find my uncategorised transactions and suggest a category for each
- Give me a month-end review for last month
- Which recurring subscriptions am I paying for?
How it works
Click Connect and log in on PocketSmith’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- PocketSmith
- Category
- Finance
- How it connects
- Log in with PocketSmith
- Agents can
- Read, and change what an admin allows
- Website
- pocketsmith.com
