Pocketsmith Review and Giveaway

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Pocketsmith Review and Giveaway

November 20th, 2009 admin Leave a comment Go to comments

PocketSmith is an online personal finance management tool with some unique features. It features a calendar that allows you to add events, multiple calendars, and forecasts how much cash you will have over the next year. Like other personal finance or budgeting sites, you upload transactions to the site from various accounts and are able to see all your transactions in one place. Combining personal finance budgeting software with calendars and the forecast graph creates a unique view of your money. Instead of focusing on the past, PocketSmith allows you to focus on your future.

PocketSmith Review

Opening an Account

Opening an account is a simple process. You need a valid email address, your name, and a password. there are 3 levels of accounts: Free, $5/month, and $12/month. Unsure if you’ll like it? Try out the free version. For most people the $5/month option is the right fit. For info on what the various plans include, read more at PocketSmith.

Once signed into your account you will be able to view the “home” page. There are some directions on what to enter, and if you have trouble you can always click on help for FAQs or use the contact form for help. The process of setting up events and calendars was straightforward.

Highlights

The forecast graph: This allows you to see where your projected budget is going. It’s a great way to set a budget and see how quickly you can attain your goals by sticking to your projections. It’s instant gratification to see that number reach 5 or 6 digits.
Sharing calendars: Sharing your calendar with your spouse is an easy way to keep track of joint accounts. You can subscribe to calendars with a simple link that PocketSmith provides.It is possible to track donations, or an expense account.
Ease of use: While PocketSmith has a nice user interface, the beauty is in the ease of use. The ability to make expenses recurring over a month, or even a number of days made tracking bi-weekly pay easy.

PocketSmith Giveaway

3 lucky winners will receive the Premium Level Membership (valued at $60) to PocketSmith which includes:

Unlimited budget events
5 forecast calendars
12 months of forecast
8 transaction accounts
6 months transaction analysis
CSV and PDF analysis

Details

Must be over 18.
Must have valid email address.
Prize winners must send a reply email with their contact information within 48 hours of winners being announced (public announcement will be made via Moolanomy Fan Page on FaceBook).
Up to 3 chances to win per person, but a person can only win once.
3 winners will be chosen .
Deadline is December 11th midnight.