PocketSmith’s earns a 4.0-star rating from 1 reviews, showing that the majority of personal finance tool users are very satisfied with financial management experience.
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PocketSmith: Empower Your Financial Future
As someone who values financial organization and planning, PocketSmith is a game-changer. With its intuitive interface and comprehensive features, PocketSmith acts as your personal finance assistant, helping you gain a clear understanding of your financial landscape. The forecasting tool allows you to project your account balances up to 30 years ahead, empowering you to make informed decisions with confidence. While the pricing may seem a bit steep for some, the benefits of using PocketSmith far outweigh the cost. Whether you're a meticulous planner or someone with multiple accounts to manage, PocketSmith offers the tools you need to take control of your finances and secure your financial future. It's time to embrace the power of PocketSmith and unlock a brighter financial tomorrow.
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Pros
- Intuitive financial forecasting
- Customizable budgeting tools
- Multi-currency support
- Robust account integration
- Detailed spending insights
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Cons
- Limited free version features
- Higher learning curve for new users
- No direct bill pay within the app
- Potentially expensive for premium features
PocketSmith Complaints 0
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Is PocketSmith Legit?
PocketSmith earns a trustworthiness rating of 91%
Highly recommended, but caution will not hurt.
PocketSmith has received positive review on our site. This is a good sign and indicates a safe and reliable experience for customers who choose to work with the company.
Pocketsmith.com has a valid SSL certificate, which indicates that the website is secure and trustworthy. Look for the padlock icon in the browser and the "https" prefix in the URL to confirm that the website is using SSL.
Pocketsmith.com has been deemed safe to visit, as it is protected by a cloud-based cybersecurity solution that uses the Domain Name System (DNS) to help protect networks from online threats.
Several mixed reviews for PocketSmith have been found on various review sites. While some customers have had positive experiences with the company, others have reported issues with their products or customer service. It's important to read and consider a variety of reviews before making a decision to purchase from this website.
We looked up PocketSmith and found that the website is receiving a high amount of traffic. This could be a sign of a popular and trustworthy website, but it is still important to exercise caution and verify the legitimacy of the site before sharing any personal or financial information
About PocketSmith
The service offers the flexibility to connect to bank accounts from various financial institutions, enabling automatic transaction imports and real-time updates to users' financial data. For those who prefer manual entry or have privacy concerns, PocketSmith also supports manual transaction uploads.
PocketSmith's calendar feature gives users a visual representation of their financial activity, helping them to see when bills are due and how their spending aligns with their budget. The application also includes what-if scenarios, allowing users to project their financial trajectory based on different financial decisions.
In addition to its budgeting tools, PocketSmith provides comprehensive reporting features. Users can generate income and expense reports, as well as detailed insights into their spending habits. The software also includes a mobile app, which offers on-the-go access to financial data and budgeting tools.
PocketSmith offers various subscription tiers, including a basic free plan with limited features and paid plans that offer more advanced capabilities such as automatic bank feeds, unlimited budgets, and premium support.
The company is geared towards individuals seeking a comprehensive and flexible tool to gain greater control over their personal finances, whether they are just starting to track their spending or are experienced users looking for in-depth financial planning features.
Here is a comprehensive guide on how to file a complaint or review about PocketSmith on ComplaintsBoard.com:
1. Log in or create an account:
- Start by logging into your ComplaintsBoard.com account. If you don't have an account yet, create one.
2. Navigating to the complaint form:
- Locate and click on the 'File a Complaint' button on the ComplaintsBoard.com website. You can find this button at the top right corner of the website.
3. Writing the title:
- Summarize the main issue with PocketSmith in the 'Complaint Title'.
4. Detailing the experience:
- Provide detailed information about your experience with PocketSmith.
- Mention key areas such as transactions, nature of the issue, steps taken to resolve it, personal impact, and company's response.
5. Attaching supporting documents:
- Remember to attach any additional supporting documents but avoid including sensitive personal data.
6. Filing optional fields:
- Use the 'Claimed Loss' field to state any financial losses.
- Use the 'Desired Outcome' field to specify the resolution you are seeking.
7. Review before submission:
- Review your complaint for clarity, accuracy, and completeness before submitting.
8. Submission process:
- Submit your complaint by clicking the 'Submit' button.
9. Post-Submission Actions:
- Regularly check for responses or updates related to your complaint on ComplaintsBoard.com.
Ensure to follow these steps to effectively file a complaint or review about PocketSmith on ComplaintsBoard.com.
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PocketSmith Contacts
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PocketSmith emailsprivacy@pocketsmith.com100%Confidence score: 100%contact@pocketsmith.com91%Confidence score: 91%Supporthelp@pocketsmith.com90%Confidence score: 90%Supporthello@pocketsmith.com89%Confidence score: 89%Supportfeedback@pocketsmith.com83%Confidence score: 83%Supportsupport@pocketsmith.com79%Confidence score: 79%Supportwas-once-with@pocketsmith.com78%Confidence score: 78%mobile@pocketsmith.com78%Confidence score: 78%
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PocketSmith social media
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Checked and verified by Jenny This contact information is personally checked and verified by the ComplaintsBoard representative. Learn moreDec 21, 2024
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