Pocketsmith

About this Tool

PocketSmith is an AI-powered personal finance platform that excels at forward-looking cash flow forecasting and scenario modeling. Its AI can project your financial future up to 30 years based on current income, expenses, and savings rates.

PocketSmith’s scenario comparison lets users model financial decisions like buying a house or changing jobs and see the long-term impact. The AI-powered transaction categorization supports multi-currency accounts across 12,000+ financial institutions.

Key Features

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30-Year Cash Flow Forecasting

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Financial Scenario Modeling

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AI Transaction Categorization

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12,000+ Bank Connections

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Multi-Currency Support

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Net Worth Tracking

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Budget Management

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Calendar-Based Finance View

📋 Scripts & Prompts for Pocketsmith +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

Your debts (name, balance, rate, min payment)

Extra monthly payment

Your priority

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

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💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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🔐 Browse All Scripts in the Vault →

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