The news of Mint's impending closure caught us here at PocketSmith off guard, considering its status as one of the leading brands in personal financial management (PFM) software. Its wind-down in 2024 marks an end to a nearly two-decade-long experiment at making PFM more accessible to the broader public. Whether for better or worse, Mint has played a significant part in driving the shape of online money management.
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.
Having a solid foundation of financial literacy is a hugely beneficial and often under-serviced skill. As staunch believers in “knowledge is power” when it comes to your money, we thought we’d share how some of the team teach ourselves about personal finance, what education we received at school, and who inspires our financial journey.
As the sun rose on a brand new year, co-founder and CEO Jason found himself ruminating on the ‘what’, ‘when’ and ‘how’ of 2021. As for the ‘why’? That’s going to be PocketSmith’s focus for the year ahead, and it can be yours too. Read on for Jason’s thoughts about approaching your ‘why’ with intent to help you reach your goals.
It’s that time of year to look back on the past 12 months and ruminate on all of your choices made. We asked some of the PocketSmith team to do just that and reveal their purchases of delight and disappointment in 2021. From video games, mops, stock and new beds, it’s been quite the year of retail therapy!
A big welcome to our newest data partner, Sharesight, a global portfolio management tool for DIY investors. Now, with a direct integration, PocketSmith users can connect seamlessly to Sharesight to bring in your portfolio balance automatically.
Startup Weekend is a worldwide event where both budding and experienced entrepreneurs come together to work on unique and innovative business ideas, and PocketSmith jumped at the chance to support Dunedin’s own celebration. Hear what wisdom the team gained from 54 hours spent with brave makers and problem-solvers.
Whether you’re facing another lockdown or a long drive, we’ve curated a list of our favorite podcasts for kids to keep them informed, entertained and thoroughly delighted. The best thing? These shows make great listening for adults too!
Our team loves settling back with a good podcast. For many of us, they’re the ideal accompaniment to household chores, exercise, commutes, you name it! Recently, we asked PocketSmithers about the podcasts that tickle their earbuds and make them happy – here’s what they had to say.
Starting a new job can be scary but exciting, difficult but rewarding too. Among learning new skills and meeting new people, newest addition to the PocketSmith team Chloe shares her thoughts on how her first few months have gone.
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!
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.
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.