PocketSmith vs MoneyWiz Comparison

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PocketSmith

Personal Finance Software

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MoneyWiz

Personal Finance Software

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Overview

Description	PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more	MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more
Pricing Options	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.	Free Trial Not Available Starts at $4.17.
SW Score & Breakdown	87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 60% Momentum 66% Popularity 85%	84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 60% Momentum 61% Popularity 71%
SaaSworthy Awards	# 7 Fastest Growing	Not Available

Features

Total Features	12 Features	13 Features
Common Features for All	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 9 More - Show Less	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 10 More - Show Less

Technical Details

Organization Types Supported	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online
API Support	Available	NA

Pricing

Pricing Options	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.	Free Trial Not Available Starts at $4.17.
Pricing Plans Monthly Plans Annual Plans	Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month	Premium $4.17 $4.99 per month Standard $19.99 $19.99 per year MoneyWiz 3 (Pay once) Others MoneyWiz 3 (subscriber) Others
	View Detailed Pricing	View Detailed Pricing

Alternatives

	PocketGuard 3.8 22 ratings PocketSmith Vs PocketGuard Monarch Money 1 1 ratings PocketSmith Vs Monarch Money Pockett PocketSmith Vs Pockett Lunch Money PocketSmith Vs Lunch Money Xero 4.2 7,623 ratings PocketSmith Vs Xero	Moneydance 4.1 7 ratings MoneyWiz Vs Moneydance Banktivity MoneyWiz Vs Banktivity FinWise Money Dashboard 3.2 79 ratings MoneyWiz Vs Money Dashboard Quicken 3.6 31,515 ratings MoneyWiz Vs Quicken
	View All PocketSmith Alternatives	View All MoneyWiz Alternatives