PocketLion PocketSmith Budget

Firstly, this is an app interface for your paid pocketsmith account. What the pocketsmith app does: Gives you a general overview of your profile Tracks budgets Displays net worth Categorises transactions Passcode lock only What this app does: All of the above plus: Cashflow statements Trends Amend categories FaceID/TouchID support If any of those features are important to have on your mobile device, then get this app. 4 Stars because I believe they could add more desktop level functionality. The bones are there. Such as: View budgets by custom times. E.g. make all budget categories present over the same timeframe. Account balance over time graphs Calendar view Scan receipts

Pocketsmith is the only service that uses bank feeds for NZ banks. Weirdly it has no app or mobile functionality. PocketLion is supposed to fill the gap. Its functionality is ok but glitchy. Basically, get this because it is the only app for personal finance tracking using bank feeds, but only until the second someone makes something better.

Great app - a way better interface to PocketSmith than the default app. Categorisation using PocketSmith is way faster. It is also far more feature complete than the default app.

PocketLion (PL) is in a sense a streamlined collation of the most useful PocketSmith functions. I don’t believe PL is a complete substitute for their website app, but one would need to be pedantic indeed to believe there isn’t enough presented here. I really liked the trend lines on the accounts screen, and the PL developer has indeed found a nice way to offer practically as much information on an iOS app as the PocketSmith website does... particularly around budgets and something of an emphasis on the Cashflow statement. Good form with the notifications too, bringing to attention those pesky transactions that should be categorised and perhaps edited. The rather useful rolling 30-day expenditure report is now found in Expenses! One further suggestion is to add the ability to recall payees, though categories are accurately suggested after entering an existing payee. The developer is active (witness response to said feature request in a prior review) and new features may well be on the way. A decent, if marginally expensive one-time purchase (plus tips if there be surplus value) that complements the PocketSmith system.

Not very financially literate and have found your LION POCKETSMITH app easy to understand. I had to get help from EnableMe to help me set up my budget plan.

PocketLion is a PocketSmith client, and has made the latter so much more useable on the iPhone and iPad. The app is well presented, provides numerous ways to drill down into your financial transactions, provides for trend views, progress against budgets and ability to export data into a csv file. All in all I’m very impressed, thank you

Much easier to understand and drill down than the PocketSmith app.

Far more user friendly than the Pocket Smith mobile app. Provides oversight of transactions and accounts in a user friendly layout. Developer quick to assist with queries and provide updates. Recommended.

Very clean and great app for users of PS. Great work

We stumbled across Pocketlion while looking for a companion app for the web based Pocketsmith personal accounting system which have now settled on after testing three other system. The install, setup and bank feeds were seem less. Very simple to operate, categorise and enter cash transactions. The monthly charting tools have been revealing - we spend way too much on take-outs:) The support too has been excellent and have been amazingly quick to respond to some of our ideas and suggestions. Pocketlion has been an excellent find for our family and has made our personal finances so much easier to manage.