Free
Free
Always-free tier with feature caps
- Accounts
- 2 accounts and manual imports
- Forecast
- 6 months projection
PocketSmith pricing
● Identity checkedAssistant · Vendor site 2026-10-04
PocketSmith is personal finance software for budgeting, cashflow forecasting, and multi-currency tracking with automatic bank feeds from thousands of institutions. It adds dashboards, calendar views, and an MCP server so compatible AI assistants can query your finances with your permission.
- Category
- Assistant
- Free access
- Free plan with manual imports, 2 dashboards, 12 budgets, 2 accounts, and 6 months of projection
- API access
- PocketSmith MCP server connects ChatGPT, Claude, and other assistants to your financial data
Understand the total cost
PocketSmith pricing & plans
Foundation
$14.95 /mo
Lower monthly rate when billed annually (33% savings advertised)
- Banks
- 6 connected banks from 1 country
- Forecast
- 10 years projection
Flourish
$24.95 /mo
Lower monthly rate when billed annually
- Banks
- 18 connected banks from all countries
- Forecast
- 30 years projection
Fortune
$39.95 /mo
Lower monthly rate when billed annually
- Banks
- Unlimited connected banks worldwide
- Forecast
- 60 years projection and priority email support
Price history
| Date | Entry plan change | Observation |
|---|---|---|
| 2026-10-04 | $9.99 → $14.95 | Entry paid monthly commitment changed in a reviewed publication. Source ↗ |
How this profile is supported
Identity and profile
Reviewed vendor source
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