The march of progress is upon us! We're very happy to announce that we're currently integrating with new data provider Basiq in Australia. Through them, we'll be getting access to open banking feeds for all banks in Australia as they come online, and reliable traditional feeds in the interim.
You can wipe your tears and put away your handkerchief — we’re not going anywhere. Pocketbook’s announcement of their closure cast some confusion over our own state of trading due to our similar names, but CEO Jason sets the record straight and offers some insight on the inspiration behind our treasured title.
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 Amy makes the most of PocketSmith’s bank feeds to keep up-to-date with her expenses and savings.
If you’ve ever wanted to find out how much money you need to save for retirement or whether you’re on track to meet a particular savings goal, you might have tried to work it out with a pen and paper. Luckily, there’s usually a calculator available online to figure it out.
Making our money go further and doing some good while we’re at it — sounds right up our alley! Our friends at Supergenerous help you to do just that, allowing you to regift up to 33% of your charitable donations. CEO and co-founder Guillaume Dehan talks to us about how they’re helping charities all around New Zealand.
As inflation continues to rise, those who are self-employed have the unenviable task of contending with the effects on both their personal and business finances. Emma shares some tips for managing the effects of rising inflation in self-employment.
When was the last time you read a personal finance book focusing on finances for Kiwis? Frances Cook delivers in spades with her second book, expertly covering topics from FIRE to earning more and controlling what you earn to the basics of investing. Anton shares his thoughts on this excellent read!
A recent study revealed that women have significantly less money saved in their KiwiSaver fund, New Zealand’s voluntary retirement savings scheme, compared to their male counterparts. Ruth reflects on her own experiences with saving for retirement when contending with diverse employment and motherhood, and how she’s managed to buck the trend.
With the closure of Pocketbook in August 2022, we'd like to take a moment to discuss how to move your data into PocketSmith. Things are a bit different around here, but you'll be up and running in no time!
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 Alex uses PocketSmith to remain elastic in tracking his budgets and adjust to any unforeseen circumstances.
Deciding to grow your money together is a big step in any relationship. For some, it’s a no-brainer, while for others it might not be a good fit. If you’re thinking about combining your finances with your partner, check out Emma’s considerations to help you make the right decision.
Rollover budgeting can now be visualized in much more detail than before, providing a clear picture on the state of your budgets. Software engineer Mike runs us through the new improvements to PocketSmith's rollover budgeting feature.
Traffic light methodologies are widely used in project, time and even behavioral management — so why not financial management too? Guest writer and PocketSmith super user Rachel uses her own custom traffic light system, and she shows us how she’s combined it with PocketSmith to organize her finances.
At the end of 2021, with house prices skyrocketing and rental shortages across the country, journalist Derek Cheng decided to buy a house with a few of his friends. Five months later, he reflects on his experience and shares some intriguing insights.
How do you raise financially resilient kids? For Head of Marketing Dora, getting her teenage son, Jordan, started on his investing journey early was vital. It’s been a few weeks since he opened an account with investment platform, Sharesies, and he shares his experiences making his first investment with us.
In this very first edition of Ruth's Two Cents, Ruth answers the burning question any parent or caregiver has - how do you give your kids the best financial head start?
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 Gary uses PocketSmith to track his income and expenses, so he can focus on important life goals and make sure his family remains financially healthy.
As the end of the financial year in Australia approaches, we’ve pulled together some essential reading from our partner, Sharesight, that will help you be prepared, get on top of your investments, and have a straightforward tax filing season.
As a company founded by a couple of enterprising young blokes who wanted to make a positive difference in the world, we fully believe in the significance of entrepreneurship! Our friends at nowly champion the value of this too, and they’re sharing how many entrepreneurs are a force for driving real change.
“I’ll start a budget next week” or “I’ll only dip into my savings just this once” — we’ve all told ourselves tall tales like this about our money before. When we lie about money, it’s often not for nefarious reasons, rather it’s to ease our guilty conscience. But being aware of these lies is key to helping ourselves build better money habits in the future.
Have you considered making your side hustle your main gig? As a relatively new entrant to the world of self-employment, Emma is well acquainted with what it takes to make the jump from a full-time, salaried position. Check out how she prepared to transition into being her own boss!
Long gone are the days where a down payment on your dream home could be easily achieved by saving hard. Working towards a home deposit now requires a bit more finesse. As a master of creativity herself, Ruth The Happy Saver shares some outside-the-box thinking for reaching your deposit goals.
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 Steph and her husband use PocketSmith to keep on top of their spending and plan for their financial future with features like the net worth tracker.
Perhaps you’re paying for one too many streaming subscriptions that you don’t use or it could be the coffee you buy on the way to work each morning. Whatever it is, everyone has a financial vice and it can be incredibly difficult to give up. Identifying your financial vices is the first step to being able to control them and put you back on track with your finances.