Recent changes to the CCCFA legislation in New Zealand have made borrowing more difficult, and it mirrors a tightening of the mortgage market worldwide. See how you can use PocketSmith’s tools to reduce the stress and increase the success of your mortgage application.
Product feature
While reflecting on the changes released during 2021, we ended up striking upon a couple of new features that will make a lot of users' lives easier. Read on for details on how you can now perform math operations in key number fields in the application, and also filter through your financial events in the Calendar. But first, a quick recap.
Product feature
PocketSmith has a new main menu! Topline features are just a single click away, and organization of key secondary features and settings into menu groups makes everything more accessible. Check out the intuitive design and let us know your thoughts.
Product feature
You can now automatically track balances over time for non-transactional accounts! Build a rich balance history for accounts without typical transactions, like passive investments, to give you deeper insights into your money. Check out how you can enable this new setting for each account (tl;dr: Account Summary > Manage Account > Other settings > Track balance changes).
Product feature
After months of testing with a wonderful group of users, we're happy to announce that Data Connections is ready for primetime. It's time for you to dive in and experience the upgrade first-hand!
Product feature
We're excited to announce the introduction of a new data partner — Akahu — on the Data Connections system. This has been expedited specifically for users who bank with ASB, and you can establish a connection to ASB via Akahu right now. The ability to connect to other New Zealand financial institutions via Akahu is coming soon.
Product feature
We're delighted to announce that we've reached the next stage of PocketSmith Data Connections. Users who are keen to get started early with the new system can dive right in. Read on for more information!
Product feature
Having a side hustle can be profitable, rewarding and actually pretty fun. But the financial admin that goes along with it? Not so much. Jason guides us through managing your side hustle finances in PocketSmith, so you can concentrate on making your side gig a success.
Product feature
In this blog post, we examine the past, present, and future of this lynchpin reporting feature in PocketSmith. It's been a bit of a journey; join us!
Product feature
One of the household manager’s biggest challenges is filing and retrieving things. Warranties, invoices, receipts, insurance policies, instruction manuals. Where are they when you need them? And what happens if a family member needs a document when you’re not around? In this article, Dora shares three ways to use PocketSmith’s Attachments feature to create order from chaos.
Product feature
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!
Product feature
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!
Product feature
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.
Product feature
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!
Product feature
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!
Product feature
We're excited to announce that custom dashboards for web are now available for preview!
Product feature
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!
Product feature
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.
Product feature
Rollover budgeting is a popular exercise in personal finance that allows flexibility in your monthly budget by rolling unspent or overspent amounts from previous months into your current budget period. Check out how you can use the rollover budgeting feature in PocketSmith, when to use it, and why it might be more useful than you think.
Product feature
The things we spend money on are uniquely personal to us. But our memories aren’t infallible, and without having a system to track spending in place, it’s almost inevitable that we end up overspending in certain areas. In this article, I’ll share a few of the ways that I began to take control of my spending and how you can start to manage your money better too.
Product feature
Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
Product feature
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.
Product feature
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
