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.
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!
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.
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.
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!
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.
Side hustles are a great way to make extra income. Learn how to commit to the hustle with PocketSmith.
We're excited to announce that custom dashboards for web are now available for preview!
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.
Whether you’re self-employed or just thinking about freelancing, here are three tips on how to manage your money as a contractor.
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!
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.
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!
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.
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!
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.
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.
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.
The Broke Generation’s Emma Edwards shares how mindful spending can help you feel more in control and confident with your money.
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.
Rollover budgeting in PocketSmith, now in beta. How it works, when to use it, and why it might be more useful than you think.
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.
What are credit scores or ratings and how do they work? Learn how to check your credit score.
‘Getting out of debt’ is a phrase used often in personal finance. Learn how to get out of debt with PocketSmith.
Our friend Ruth Henderson, The Happy Saver joins us again to talk about all things credit.
We sat down with Ruth Henderson, The Happy Saver and asked her some big questions about our spending habits.
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.
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.
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!
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.
Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
Read how Kevin found control over his spending and paid off his debts!
Keeping a budget helps you manage the balance of income versus expenses. Learn how to keep to your budget with PocketSmith.
Calculating your personal net worth means knowing your exact financial position. It gives you a simple strategy for planning ahead.
With the cost of living rising, financial stress can easily take hold. Learn how to manage your money with Pocketsmith.
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.
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 😊
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.
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.
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
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!
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!
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.
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!
I am — first, and foremost — a Dad and Husband, which means I am toy- and house-mender, Lego builder, and head Fort builder.
I am a wandering Kiwi — 13 years into working overseas in Australia and now the UK. I work in tech.
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.
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.