PocketSmith plans and pricing
We understand that the level of PocketSmith features individuals need will vary from person to person. We have several subscription tiers to help you find the best fit. Read on to find out about the inclusions at each subscription level.
To see our plans and pricing page, please head to: PocketSmith plans.
Fortune
For the financial expert
The Fortune subscription includes:
- Automatic bank feeds
- Priority email support
- Unlimited connected banks from all countries
- Unlimited dashboards
- 60 years' projection
- Unlimited accounts
- Unlimited budgets
To sign up for Fortune: Fortune sign up
Flourish
For the household CFO - most popular
The Flourish subscription includes:
- Automatic bank feeds
- Email support
- 18 connected banks from all countries
- 18 dashboards
- 30 years' projection
- Unlimited accounts
- Unlimited budgets
To sign up for Flourish: Flourish sign up
Foundation
For the financial tracker
The Foundation subscription includes:
- Automatic bank feeds
- Email support
- 6 connected banks from 1 country
- 6 dashboards
- 10 years' projection
- Unlimited accounts
- Unlimited budgets
To sign up for Foundation: Foundation sign up
Free
For the casual budgeter
The Free subscription includes:
- Manual imports
- 2 dashboards
- 12 budgets
- 2 accounts
- 6 months' projection
The Free subscription does not include automatic bank feed support.
To sign up for Free: Free sign up
View or manage your PocketSmith plan
Via the web app
Sign in to PocketSmith via the web app and head to Profile menu > Subscription & upgrade > Upgrade your plan.
From a mobile device
Check out Managing your PocketSmith subscription on mobile devices for all the details!
Frequently asked questions
How do I change my plan?
You can change your PocketSmith plan at any time!
Learn how to do this via the web app here: Changing your PocketSmith subscription
For details on changing your subscription when on mobile, see: Managing your PocketSmith subscription on mobile devices
I want to downgrade my account before my subscription renews, will I lose access to the features I've paid for?
If you change your plan (including downgrading), the plan change will come into effect straight away. However, if you want to downgrade to the Free plan but would like to keep the paid features for the duration of your original subscription period, you can learn how to do this here: Re-enable paid features until end of subscription
Why has my payment failed?
Some credit card providers block international transactions as a security precaution. If your payment fails and returns a ‘refer to card issuer’ error, it’s likely that - because we are based in New Zealand - your card provider has blocked the transaction.
You'll need to give your credit card provider a call to explain the purchase and they will allow the payment to proceed.
PocketSmith is telling me I've already entered my credit card details and won't accept my payment - what should I do?
If you attempt to re-enter the same card details multiple times within a 24-hour period, a temporary block may be placed on your credit card by our system. This is a security measure we need to take to prevent fraudulent activity.
To resolve the issue, send us a message!
Can I purchase a gift subscription for someone else?
Yes! You can purchase a gift subscription here.
Simply select the plan and subscription duration you'd like to gift, fill in the details, and choose the date you'd like the gift to be sent - easy 🙌
I've downgraded my account and have lost access to the paid features straight away. Can you help?
If you downgrade your account before its renewal date but would still like access to the paid features up until that date, you can learn how to re-enable them here.
Can I change the name that appears on my PocketSmith invoices?
Yes! You can change the name that appears on any PocketSmith invoices by updating your display name in PocketSmith. Once this is updated, any invoices downloaded will feature your new display name. See: Changing the display name for your PocketSmith account.