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Pocketsmith VS Simple

Compare Pocketsmith VS Simple and see what are their differences

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Pocketsmith logo Pocketsmith

Smart budgeting & personal finance software

Simple logo Simple

Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
  • Pocketsmith Landing page
    Landing page //
    2023-10-23
  • Simple Landing page
    Landing page //
    2018-10-06

Pocketsmith videos

+ Add

How to be more productive with money using PocketSmith

More videos:

  • Review - A Quick Tour of PocketSmith

Simple videos

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The Truth About Simple Skin Care

More videos:

  • Review - DOCTOR V Reviews Simple | Brown/ Dark Skin of Colour | SOC
  • Review - Simple Skincare Review! Micellar Water, Cleansers, Moisturizer | Clean, Affordable Skin Care

Category Popularity

0-100% (relative to Pocketsmith and Simple)

Pocketsmith

Simple

Personal Finance
55 55%
Personal Finance
45% 45
Finance
0 0%
Finance
100% 100
Financial Planner
100 100%
Financial Planner
0% 0
Accounting
100 100%
Accounting
0% 0

User comments

Share your experience with using Pocketsmith and Simple. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Pocketsmith and Simple

Pocketsmith Reviews

11 Best Quicken Alternatives in 2021 (#1 is Free)
PocketSmith started out as a calendar to plan upcoming income and expenses. Today, it’s a full-fledged budgeting app. You can synch your accounts with PocketSmith. Once synced, you can track your budget and you’re net worth. You can also see your income and spending in a handy calendar view.
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
Pocketsmith is a calendar-based financial planner that allows you to look at your upcoming spending, set goals, track your expenses, and pull reports that show you exactly where you stand financially. It will help you maintain a focus on cash flow forecasts while setting goals that help you reach your savings and debt reduction goals. You can add actual spending data from...
Source: ptmoney.com
10 Mint.com Alternatives – Money Apps Fresher than Mint dot com
Hello, thank you for your review. I FINALLY switched from Mint.com after being with it since ’14. I’ve tried just about every app, and after all these years, I have found NONE that compare to Pocketsmith. I honestly think it should be #1 because of the rich features it has. Not only was I able to switch to mint.com and add all my transactions, they all retained every bit of...
Source: wallethacks.com

Simple Reviews

The 8 Best Budgeting Apps of 2020
Simple is more than a budgeting app, it is an online bank account that replaces your old checking account and has tons of useful budgeting features built-in. When your budget and your bank live in the same app, it is much easier to manage and keep everything under control because you only have one place to visit to view and manage your money.
Source: www.thebalance.com
17 Top Evernote Alternatives for Note-Taking for 2019
Here’s the lowdown: Simplenote is free across all devices; Evernote isn’t. Evernote has an adequate amount of formatting and rich text options; Simplenote doesn’t. Evernote offers web clipping, Simplenote doesn’t.
Source: www.workzone.com

Social recommendations and mentions

Based on our record, Simple should be more popular than Pocketsmith. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Pocketsmith mentions (1)

  • I just learned about this "merge" and i'm gutted. I have 12 years of every dollar spent/earned meticulously categorized and it sounds like their only going to keep 3 years of history? Anyone know if it's rolling? When is the merge going to take place?
    Also a 9+ years Mint user who learned recently about the shut down. I discovered pocketsmith and I've imported all my Mint history easily. There is a free-tier but I decided to get the paid version a try and OMG the software is really great! If your into graphs and customizations, you'll definitely want to have a look at it. Source: 5 months ago

Simple mentions (4)

  • Closed bank closed debit card (simple.com)
    I received a refund for an item on Amazon and the debit card and bank was closed. Amazon will not reissue the refund to a different debit card and I'm clueless who to contact if there is anyone to contact since simple.com was defunct in 2021. Any help would be appreciated. Source: over 1 year ago
  • Am I selfish?
    Get a fresh bank account without him; credit unions can be good for this. Make sure it's not at a bank that he frequents...you don't want the teller to be "helpful" and clue him in on things. I used to recommend simple.com for a debit card, but they have sold out to PNC. Source: almost 2 years ago
  • I never had to call Simple.
    Patience and discovering that simple.com now points to BBVA's Simple migration page. Source: almost 3 years ago
  • Q about Simple hosted message center
    Prior to putting this on reddit the site showed a simple.com blue banner. Source: about 3 years ago

What are some alternatives?

When comparing Pocketsmith and Simple, you can also consider the following products

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

Money Guide Pro - Money Guide Pro is a financial planning software solution.

EveryDollar - Budgeting and expense tracking app

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

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