LemSubs vs PocketSmith

Long-range cash-flow forecasting with calendar view — strong on projections, lighter on subscription specifics

PocketSmith is a New Zealand-built personal-finance app whose unique angle is long-range cash-flow forecasting on a calendar — schedule recurring income and expenses, drag them around, and see your bank balance projected 6 months or 30 years ahead.

It supports bank feeds in 100+ countries via Yodlee, manual accounts, and budgets. The forecasting calendar will include subscriptions if you set them up as recurring expenses, but there's no dedicated subscription portfolio view, no trial-expiry alert, no overlap detection, no health score, no cancel guide.

Paid tiers start at $9.95/month and climb to $39.95/month. LemSubs is narrower and sharper on subscriptions specifically — and includes a 12-month cash-flow forecast tuned to your subscription portfolio at $7.99/month.

PocketSmith pricing

Free (limited); Foundation $9.95/mo; Flourish $19.95/mo; Fortune $39.95/mo

PocketSmith is best for

Users who want long-range, calendar-style cash-flow forecasting across all spending

Where PocketSmith wins

Where PocketSmith falls short

Moving from PocketSmith to LemSubs

  1. In PocketSmith, filter Recurring transactions in the calendar view.
  2. Export the list of merchants, prices, and next-charge dates.
  3. Sign up for LemSubs and pick a workspace.
  4. Add each subscription manually or via CSV import.
  5. Turn on renewal and trial alerts.
  6. Keep PocketSmith for whole-life cash flow; use LemSubs for subscriptions.

Frequently asked questions

Is LemSubs a PocketSmith replacement?

No — PocketSmith forecasts all of personal finance. LemSubs is the subscription layer, with its own 12-month cash-flow view.

Does PocketSmith have trial-expiry alerts?

No. It treats subscriptions as generic recurring expenses on a calendar.

Can I import bank data into LemSubs?

By design, no. LemSubs is manual-first to keep the privacy posture. Upload statements or use the smart import instead.

Related

Recommended next

LemSubs — Subscription Tracker Without Bank Login

LemSubs is a privacy-first subscription tracker. Track every recurring charge, lifetime deal, and renewal in one place — no bank connection, no Plaid, no credentials. Free for individuals.

Built by Deepak Shukla after losing $47,000+ to forgotten renewals and zombie subscriptions across six businesses. Used by founders, freelancers, and small teams who want to know what they're actually paying for without handing a third party read access to their bank accounts.

What LemSubs does

Why no bank connection

Every other tracker on the market — Rocket Money, Mint, Bobby, Trim — asks for your bank credentials through Plaid. LemSubs does not. You add subscriptions manually, forward a receipt, or import a CSV. Your bank stays your bank.

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