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With the quality of large-language-model-based AI becoming more impressive and surprising every day, it's a good time for us to showcase a very early release of an AI Tasks feature we've been tinkering on for over a year.
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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!
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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.
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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!
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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!
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We're excited to announce that custom dashboards for web are now available for preview!
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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!
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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.
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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.
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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.
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Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
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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.
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Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
