When tax season rolls around, we all find ourselves scrambling to organize our W-2s, receive our 1095-A, and find an accountant that won’t burn a huge hole in our wallets. In the end, no one knows your financial situation better than you. And now, you can stay in complete control and manage your finances with ease and organization with the PocketSmith Subscription.
This fully immersive finance application takes your financial statements and lays them all out in front of you in a neat and organized fashion. With PocketSmith, you can view and edit all of your bank, credit card, and loan accounts in one place and edit them as granularly as you’d like. The application is also an excellent forecasting tool by generating a projected daily balance up to ten years in the future based on your current savings. With connections to over 12,000 institutions worldwide, the app gives you automatic live bank feeds and keeps track of what you owe and what you own. By connecting you to your Xero accounts, PocketSmith can send expenses over in just a matter of clicks. And to give even more preparation time, PocketSmith will test possible financial decisions to estimate future financial outcomes.
Don’t get lost in your budgets and rely on accountants to do what you could easily do for yourself. Keep track of your finances and daily expenses on your terms while planning carefully for the future with PocketSmith.
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