We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith gives Trevor peace of mind that his family has enough for day-to-day costs, future plans and the unexpected.
Money tips
A financial windfall can be life-changing, but suddenly having more money to manage can bring plenty of pressure with it. In this edition of Ruth’s Two Cents, Ruth explains how to assess where you stand, make a plan and put a financial windfall to thoughtful use.
Money tips
Mixing business and personal money in one account can feel simpler when you're self-employed. But that convenience can quickly make it harder to track expenses, understand what you're earning and prepare for tax time. Here's why separating the two is usually worth it.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Keith uses PocketSmith to keep tabs on spending patterns so retirement stays comfortable and sustainable.
Product feature
PocketSmith’s Files feature is now ready for you to use. Your bills, receipts, invoices, and insurance policies finally live where your money does — searchable, organised, and linked to the transactions they belong to.
Company
The principle that the CDR established, that the data a business holds about you is yours to use, has reached our banks and our power bills. The next sector should be the one we visit twice a week. PocketSmith CEO Jason Leong shares his thoughts on the next steps for Australia's Consumer Data Right (CDR) as it enters its sixth year.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Rafik uses PocketSmith to turn a year of tracking into a much clearer picture of what his money needs to do next.
Money tips
Managing your money in the UK has become more complicated in recent years. Thankfully, there are plenty of trusted UK organisations providing free, impartial support. Emma shares the top resources — from debt charities to budgeting tools and educational courses that won't cost you a penny.
Money tips
With the fees-free scheme coming to an end, many New Zealand families are suddenly facing a bigger university bill than expected. In this edition of Ruth's Two Cents, Ruth looks at how to talk honestly with your teen about the real cost of study and make a plan that keeps their options open.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Himanshu uses PocketSmith to make time for analysis and planning, rather than constantly updating the numbers.
Company
What started as a simple backyard sleepout project turned into a surprisingly complicated lesson in power, budgeting, and trying to future-proof a family project. Olav shares the budget decisions behind powering his backyard sleepout and why solar started to make financial sense.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Alica keeps on top of a financial life that has grown more complex over nearly 10 years with PocketSmith.
Money tips
A pay rise should feel like progress, not a disappearing act when that extra income vanishes before it has a job to do. In this edition of Ruth's Two Cents, Ruth shares how to enjoy earning more while keeping lifestyle creep from eating into your future plans.
Money tips
As a keen traveller or an adventurous expat, you probably have more bank accounts than you can count! Finding them hard to juggle? Here's the PocketSmith guide to managing bank accounts in multiple currencies, brought to you by Brit living down under, Emma Edwards.
Money tips
Getting a mortgage is a big enough milestone. Getting one while self-employed can add a few extra hurdles. Accountant Sam Harith shows how, with the right records and a bit of planning, you can make your case without turning your finances into a full-time admin job.
Product feature
Using PocketSmith in your phone's browser just got much better. From menu changes, to layout optimisations, to viewing a page in desktop mode - let's discuss the changes that you'll see from now.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Gavin uses PocketSmith to keep an honest view of his finances and make decisions based on what's really happening.
Company
Our recent Sydney trip took us from the Women in Open Banking summit to the Fintech Data Horizons Summit and a PocketSmith-hosted Wealthtech meetup. Here are a few reflections on open banking, AI and why this work feels so deeply human.
Money tips
As Jim Rohn once said, "Time is more valuable than money. You can get more money, but you cannot get more time." Want to learn how to reclaim more of your time to spend with your family? This new book from Andy Hill can teach you how to set up your financial life to reach these goals.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Charles uses PocketSmith to keep track of household spending and follow the cost of home renovations as they happen.
Interviews
After years of shaping a life with more freedom, John and David found themselves rethinking what staying in the U.S. could cost them. In this interview with Brynne, they talk about what pushed them towards leaving and the financial planning behind their move abroad.
Money tips
Money avoidance is more common than we admit, but it doesn’t have to run the show. In this edition of Ruth's Two Cents, Ruth reminds us that we should look first, fix later, and start rebuilding confidence one small money moment at a time.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith helped Andy get back into the habit of managing money and feel more motivated about his finances again.
Money tips
Remote work has made it easier than ever to explore the world without pausing your career. But with this freedom comes the challenge of balancing the excitement of frequent travel with the need to stay financially and environmentally sustainable. Here's how to stay sustainable while making the most of the journey.
