PocketSmith Sidekick

The companion app for PocketSmith, online money management software.

PocketSmith Sidekick - Money Management Companion

"PocketSmith Sidekick" is a mobile companion app for the PocketSmith online money management software. It allows you to check budgets, balances, and spending activity from anywhere. With Bank Feeds, your financial information stays updated. Effortlessly view and manage all your bank, credit card, investment, and loan accounts in one place. Key features include categorizing transactions, adding notes, and tracking spending, ensuring you make informed financial decisions on the go.
Install from Google Play Store

App stats

Version: 3.5.4 (Last updated: 2024-08-26)
Creation date: 2017-12-21
Permissions
Identity: find accounts on the device, read your own contact card
Contacts: find accounts on the device, read your contacts
Other:
  • receive data from Internet
  • view network connections
  • full network access
  • prevent device from sleeping

Ranking

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App summary

PocketSmith Sidekick works alongside the web app so you can check your budgets, balances and spending - wherever you are!

This mobile app makes staying on top of your PocketSmith account a breeze. See all your bank, credit card, investment and loan accounts in one place without needing to use different apps. Bank Feeds keep PocketSmith automatically updated, so you can see where your money is going.

This app requires a PocketSmith account. Learn more and sign up at https://www.pocketsmith.com.

APP FEATURES

- Stay on top of your spending activity
- Categorize your transactions on-the-go
- Add notes and labels to your spending to record your memories
- View all your account balances at a glance
- View and edit your transactions

We're constantly improving the app to help you make better decisions on-the-go.

User reviews

These summaries are automatically generated weekly using AI based on recent user reviews. Google Play Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.
Pros
  • Fantastic service and customer support
  • Efficient categorization of transactions
  • Flexible budgeting features
  • Customizable dashboard on the web version
  • Useful for quick budget checks and spending summaries
Cons
  • Limited features compared to the web version
  • High subscription cost relative to offered features
  • Mobile app functionality is quite basic and requires web for full features
  • Issues with syncing bank accounts, especially with multi-factor authentication
  • Slow loading times for the mobile app
Most mentioned
  • Mobile app is primarily a companion to the desktop version
  • Need for more features in the mobile app
  • High subscription cost
  • Praise for the desktop version and overall service
  • Frustrations with transaction syncing and categorization process
User reviews
They make this app far to complex and over engineered. To many subcategories when making budgets and takes far too long to delete them. Needs more simplicity!
by Toby Coulter, 2024-12-15

Wow the pocketsmith website is fantastic even on a mobile browser. This is app is unfortunately absolutely useless, you are better off login into your web browser on your phone. Really disappointed
by Samuel Tieu, 2024-11-29

Most things work fine. Could use some polishing in areas, especially with ease of use and more options to chart certain variables against others.
by Britain W, 2024-09-09
View all user reviews

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