We've got widgets for days, mate. From saved searches to Sankey diagrams, you can configure the data that matters to you and access it at a glance. Hear what PocketSmith widgets are Rachel's faves, and how she's using them on her range of personalized dashboards.
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 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.
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.
Get control over your finances all year round with clever budgeting, live bank feeds and future forecasting.
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.
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.