Money tips
Can video games teach kids essential life skills? Head of Marketing Dora sits down with her two sons, aged 8 and 12, to see what they’ve learned from their favorite game, Minecraft. Turns out it’s not all about crafting swords and battling mobs, but a surprising amount of economics as well.
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If you’re one of many global citizens required to file an FBAR, you’ve probably lost many hours to spreadsheets and cursing. Fret not, for we’re about to show you how to use PocketSmith’s nifty features to make the process straightforward - no expletives necessary!
Money tips
Financial forecasting can help you plan out your personal and business finances, and transform the way you manage your money. By looking at how your money, budget and income is likely to perform in the future, you can better plan for savings, investments and hitting your financial goals.
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Data Connections is ready for its first showing! We're moving into the public alpha phase, meaning you can play with Data Connections in a sandboxed environment. Read on for details!
Money tips
21st century living is complicated as it is. Ruth The Happy Saver shares the story behind her family’s trusty old dining table, and how it inspires her to live simply and frugally. She shows us different ways sustainable living is within our reach and shares seven practical household tips!
Money tips
The proliferation of online share trading platforms has propelled ethical investing into the mainstream. Many of us are now asking how to combine our personal values and social responsibility with an investment strategy. Ruth Henderson shares six tips on how to do that.
Money tips
Working from home can be an uphill battle of staying focused, staying productive, and trying to survive yet another Zoom call. But thankfully there are some great apps for working from home that’ll help you stay on track.
Company
We've been rebuilding the technology that connects PocketSmith to bank feeds, improving feed reliability and the experience of managing bank feeds. It'll also set us up for a future where you're able to freely connect to your data from multiple sources. Expect a public alpha release in February!
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PocketSmith has one of the most powerful and easiest to use cashflow forecasting engines on the market. In this article, we show you four ways you can use our nifty budget calendar to see into the future, and achieve your financial goals.
Money tips
Despite making her peace with her fluctuating levels of productivity throughout the nine months she spent working from her living room in 2020, Emma has found a few tricks that keep the productivity juices flowing – most of the time!
Money tips
When your neighbor unveils their latest model electric car, or invites you over to christen their new swimming pool, it’s hard not to feel a tiny stab of… something. Whether that feeling is envy or relief, is entirely up to your mindset. Ruth Henderson encourages us to discern between the type of Joneses we encounter. Some, she says, we should avoid, and others, we could learn great money lessons from.
Money tips
Whether you’re a lover or a hater of the WFH life, there are more costs involved beyond your tax deductible power bills and office supplies, so bear these sneaky spends in mind if you’ve been tasked with deciding how you’ll work in the future.
Company
Homemaker is a very evocative word. A page straight out of 1950’s “Good Housekeeping”, it conjures the image of a subservient wife relegated to the kitchen. The problematic stereotype remains, but so too does the importance of a home and how we function within it. Co-founder and CEO Jason proposes challenging the term, and redefining it to honor the unsung leaders and problem-solvers of every uniquely flavored household.
Money tips
At the start of every year, household CFO and happy saver Ruth Henderson uses PocketSmith to plan her family’s finances for the year ahead. Budgeting, she says, is the key to financial freedom. Find out which three PocketSmith features she considers essential to helping her family achieve their money goals.
Money tips
With international travel off the cards for most of us, the past year has forced those of us looking to take a break to consider holidaying locally. But that doesn’t mean you need to miss out on the fun, or some savings! Amanda shares five tips on having a cheap holiday in your own backyard.
Money tips
How does a self-confessed lover of fashion and shopping survive one year without buying any new clothes? Hear from Dora as she shares the lessons she learned, some tips on running a successful clothes swap, and the surprising amount of money she actually ended up saving.
Money tips
Have you been making more unnecessary online purchases than usual in the past year? We're all guilty of buying something ridiculous like a tub of hummus in response to the pressures of lockdown. The Broke Generation's Emma reminds us that it's not the end of the world!
Money tips
As we fervently sing Auld Lang Syne to bid farewell to 2020 (no offence, but man, are we glad to be seeing the back of you!), Ruth The Happy Saver sits at her desk in her new garden shed, to share with us what she does every New Year’s Eve (hint: it’s not what you think).
Company
2020 started on a note of unbridled optimism here at PocketSmith. This was going to be our year of growth and new feature rollouts! Then in early March, everything changed. Co-founder and CEO Jason reflects on the tumultuous year that was, and on the importance of kindness and wellbeing as measures of success.
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We’re wrapping up 2020 by making it easier for our lovely community to share PocketSmith with friends and family! Help them be more productive with their money, by gifting them a free month of PocketSmith Premium. If they choose to stay, you get a free month too. Everybody wins!
Money tips
Last Christmas, I gave you my… what? If holiday gifting has gotten a little out of hand for you, Ruth The Happy Saver has six handy tips to help avoid that end-of-year overspend! Paraphrasing Mariah, ultimately, all most people want for Christmas… is you!
Money tips
Couples who talk about money with each other have stronger relationships. The same applies to families! Ruth The Happy Saver shares how she uses PocketSmith’s tools to help have productive financial conversations with her family!
Money tips
When it comes to your finances, are you a Chandler or more of a Monica? Guest writer Emma uses her unagi to assess how the characters of Friends handled their money.
Money tips
Globally, 2020 will be a hard year to forget. We've had to rapidly adjust to COVID-19 and its effects, and our money habits are no exception. Here are nine tips to help you adjust your finances to the new normal.
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Did you know that you can share access to your PocketSmith account with a trusted family member, friend, or advisor? Here are three ways sharing your financial goals with someone can help you achieve them faster!
Money tips
Talking to your partner about money can be stressful. Our friend Ruth, The Happy Saver shares 8 steps she uses to have positive money conversations with her husband.
Money tips
Feeling stressed or worried about your finances? It's normal to experience financial anxiety. Emma from The Broke Generation shares some tips you can use when you're feeling in over your head.
Interviews
Ellen runs a tight ship in her Auckland flat of five. She talks to us about how she uses PocketSmith to keep track of her flat’s shared rent and expenses!
Money tips
Did you take out the 6-month mortgage holiday when COVID-19 hit? That six months is coming to an end in Australia. Here’s what to do next if you’re reaching the end of your mortgage holiday.
Money tips
Side hustles are a great way to make extra income. Learn how to commit to the hustle with PocketSmith.
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We're excited to announce that custom dashboards for web are now available for preview!
Money tips
Millennial money guru Emma is back to answer more of Gen Z Maddie's money questions. We find out that you're never too young to start thinking about your credit score and saving for retirement.
Money tips
Whether you’re self-employed or just thinking about freelancing, here are three tips on how to manage your money as a contractor.
Money tips
If you’re committed to achieving FIRE, you’ll need to track your finances carefully and meticulously. We’ll show you how software like PocketSmith can help you do the heavy lifting!
Money tips
Our resident Gen Z, Maddie, asks our resident millennial money guru, Emma, her burning money questions. She might not know TikTok, but she knows taxes.
Interviews
Seb and his partner have some big financial goals planned for the next 10 years. He talks to us about how he uses PocketSmith’s Dashboard to track their progress!
Money tips
It takes incredible levels of grit and motivation to achieve Financial Independence and Retire Early (FIRE). How have those who’ve FIREd actually done it? Ruth The Happy Saver shares some inspirational examples with us.
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Calling all global citizens: If you're looking for an elegant yet customizable approach to managing multiple currencies in your financial life, PocketSmith is here to help!
Money tips
Earning more than one stream of income? Welcome to the new normal! We've put together five tips that we hope will save you time and stress when managing multiple incomes.
Money tips
Amanda Konyn's best friend and best dog Fritz not only brings her immense joy on a daily basis, he’s also taught her some valuable lessons about money.
Money tips
Followers of the FIRE (Financial Independence, Retire Early) movement aim to create a large nest egg that will produce an income of its own, letting them step away from paid work.
Money tips
The Broke Generation’s Emma Edwards shares how mindful spending can help you feel more in control and confident with your money.
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The first step to getting your spending under control is to find out where your money goes. Only then can you make meaningful changes to your habits.
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Rollover budgeting in PocketSmith, now in beta. How it works, when to use it, and why it might be more useful than you think.
Money tips
Our friend Ruth Henderson, The Happy Saver shares eight bad money habits she sees too often. Many of these habits are not about dollars and cents, but more about our own behaviour.
Money tips
What are credit scores or ratings and how do they work? Learn how to check your credit score.
Money tips
‘Getting out of debt’ is a phrase used often in personal finance. Learn how to get out of debt with PocketSmith.
Money tips
Our friend Ruth Henderson, The Happy Saver joins us again to talk about all things credit.
Money tips
We sat down with Ruth Henderson, The Happy Saver and asked her some big questions about our spending habits.
Money tips
Debt can come in many forms. Credit cards, student loans, and medical costs are some of the most common. Despite its reputation, debt isn’t inherently bad either.
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The things we spend money on are uniquely personal to us. In this article, I’ll share a few of the ways that I began to take control of my spending.
Money tips
The Barefoot Investor is a financial guide followed by thousands of people around the world. Find out how to structure this unique system in PocketSmith!
Money tips
If you’re looking for a celebrated financial plan to help you take control of your money, we encourage you to read this post, watch videos and to get a copy of the book.
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Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
Interviews
Read how Kevin found control over his spending and paid off his debts!
Money tips
Keeping a budget helps you manage the balance of income versus expenses. Learn how to keep to your budget with PocketSmith.
Money tips
Calculating your personal net worth means knowing your exact financial position. It gives you a simple strategy for planning ahead.
Money tips
With the cost of living rising, financial stress can easily take hold. Learn how to manage your money with Pocketsmith.
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To help you stay on top of your finances, we've made it easy to set-up reminders to check your budgets and categorise your transactions.
Interviews
We are a recently-married couple in southern California. We’re both under 30, and focused on making smart decisions together for our family’s financial future 😊
Money tips
Over the last 10 years, we’ve learnt a thing or two about financial advice. Our best advice, when it comes to finances, is that there isn't one solution that suits everyone. There’s no magic cookie cutter solution. Financial advice isn't a one-size-fits-all glove. It depends on who you are, and what your situation is.
Interviews
Meet Mike! He’s the software engineer responsible for the parts of PocketSmith that you can see and interact with. Mike builds new features, fixes bugs, and adds some magic to make PocketSmith a joy to use.
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Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
Interviews
Meet Mindy, our designer! She’s responsible for tailoring PocketSmith’s design, both for things you see in the app, and for bits and pieces we publish to social media and our websites. Mindy also works closely with our user experience team to continually improve parts of PocketSmith!
Interviews
Meet Amanda! Brace yourselves, because she’s one of the biggest power users in our team. Amanda’s setup for tracking and paying off debt is pretty crafty — so if you’re looking to do the same, you’re going to want to read this!
Interviews
Meet Jayson! As our Product Coordinator, he informs our development roadmap by keeping tabs on user feedback and requests. He keeps his ear to the ground and meets with key members of our teams to ensure that our projects are constantly moving forward.
Interviews
I’m 62 and living in sunny Napier; married to a builder and working 4 days a week as a Dental Therapist. I love my work!
Interviews
I am — first, and foremost — a Dad and Husband, which means I am toy- and house-mender, Lego builder, and head Fort builder.
Interviews
I am a wandering Kiwi — 13 years into working overseas in Australia and now the UK. I work in tech.
Interviews
Meet Jason! He’s our CEO and a co-founder of PocketSmith. Jason created the original idea for our product, which has grown by leaps and bounds since its very first version in 2008.
Interviews
Hannah is a financial force. She is the founder and director of enableMe — Financial Personal Trainers, a Chartered Accountant, a Master of Taxation Studies, Author, TV Personality and Mum of two.
Interviews
Meet Regan! He’s one of our software engineers. He works on new features for PocketSmith, fixes up those pesky bugs, and makes sure the system runs like a well-oiled machine.
