Read how Antonio uses PocketSmith to spot extra savings and keep his young family’s month-to-month cash flow feeling calm and under control.
I moved to Brisbane from Italy after uni as a vacation, loved the place and decided to make roots. Fast forward 12 years, and I have a wife and two young kids, and I’m happier than ever.
Working in accounting gives me a natural inclination to look after family finances, while my wife is a chef, so she ‘gladly’ is involved in all the kitchen-related stuff, but at times I have to remind her if we really need that extra mixer.
I use many financial tools daily and wanted to have something easy to use to keep track of family expenditures. PocketSmith ticked many boxes I was looking for — affordable, direct sync with bank accounts, a great variety of reports and excellent customer service.
I’m a returning customer, so just short of two years in total.
To identify areas where we could save that little extra — it all helps at the end of the month. I mainly use the Income reports in this regard. PocketSmith also helps in keeping things clear and neat.
I would say I’m a bit more relaxed in a way, knowing that I can always log in and check how the month is going is reassuring. I feel that PocketSmith gives me that peace of mind right now.
I like the debt dashboard widget, the loan forecast in a snapshot and also the Digest. It’s useful scrolling down the report and seeing monthly highlights — the good and the bad ones!
Hit up the Support team for any questions. They are really fabulous at helping set up your account based on your needs.
It’s quite important to have categories set up correctly — that’s probably the part where things can get trickier.
Financially, it was probably maxing out my super contributions early in the financial year. It reduced my tax bill and gave that money extra months of compounding — small move, big impact.
