Money management and budgetings
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PocketSmith Sidekick Super review

PocketSmith Sidekick Super

CHOICE Expert Rating

70%
Recommended
What is the CHOICE Expert Rating?
Good points

Good Points

  • Excellent identification of transactions
  • Charts to show expenditure
  • Easy to sync between devices
  • Can set categorical budgets
Bad points

Bad Points

  • No savings goal feature
  • No built-in categories; category must be added with each initial expense
  • Paid version is a costly subscription

Recommended products

Recommended
Recommended

Test results

CHOICE Expert Rating
70%
Versatility score
66%
Ease of use score
75%
General comments
PocketSmith Sidekick Super is a costly subscription service ($186.95) offering spend tracking and categorical budgeting. Despite its high cost, there's a fair bit of effort needed to set up the app properly, due to it not having built-in categories. However, once it's all set up properly, it can auto-assign categories to relevant entries and give a quick overview and projection of your net worth.

Specifications

Android
iOS
Web browser
Windows
macOS
Security PIN
Data import supported file types
QFX, QIF, QFX, CSV
Account aggregation service
Yes (Yodlee)
Website
pocketsmith.com

Cost

Price
$186.95
Subscription required

Features

Free version available
Free trial period (days)
N/A
Exports to CSV
Exports to PDF
Sync to banks
Can set recurring transactions
View scheduled transactions
No (only repeating budget categories)
Categorise transactions
Generates reports
Displays trends
Yes (via web)
Displays forecast
Spending graphs or charts
Set savings goals
Attach images to transactions
Flag transactions for tax
No (but can add a note that is searchable)

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