Read how Wendy keeps everything in one place with PocketSmith, from 29 business components to her grocery plan.
I like, therefore I am. I like George (since high school!) I like to cook (we have 317 cookbooks). I like to read (on my phone, on my Boox). I like gadgets (Supernote, fountain pens, bebird), and people who disagree with me, and scuba, giraffes, and…
George and I are 1 + 1 = 11. We don’t step on each other’s stuff. He does hardware, I do software. When we’re cooking, I do mise en place, he does cleanup. Of course, there are exceptions: we both feed the cats.
There may not be an accounting platform I haven’t tested. PocketSmith works for me.
Five years.
I track everything. We have a business, it has 29 components, and I know the income and costs for each of them. We have hobbies, and I know how much we spend on each of them. We have cats — I know what that costs! Recently, I started a new food plan, and I’ve been coding those expenses as a sub-category of groceries. I like to know. PocketSmith lets me know.
I used to have a paper backup. Then I had a scanned backup. Now everything is in one place. I keep notes, attach invoices — and voila, I know everything. In one place.
The dashboard is fun — I like to see my account totals, the donut graph, the most recent transactions. That lets me know (I like to know) in just a literal minute.
We switched banks. For 27 years, we had five accounts at a local community bank. The people were nice, but the bank couldn’t sync with PocketSmith. A client who is a banker asked me where we banked, and George and I started thinking, “What if?” The moving process was just horrid. And worth it. I am so glad we switched banks!
We changed CPAs. She is a QuickBooks Pro, and she told me not to switch to QuickBooks — it can’t give me the information I need about the 29 components.
