PocketSmith’s Files feature is now ready for you to use. Your bills, receipts, invoices, and insurance policies finally live where your money does — searchable, organised, and linked to the transactions they belong to.
Money tips
Achieving financial independence might have different connotations when you’re 25 compared to when you’re 55. Whatever it looks like to you, it’s never too late to take stock of your current financial situation and see how adopting a fresh approach can help you achieve your goals faster.
Company
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.
Money tips
In Ruth’s home, conversations about money happen everyday, and helping her daughter level-up financially comes as naturally as equipping her with essential life skills like cooking! In her latest article, she shares six tips for teaching kids about money.
Money tips
For many Gen Zs and millennials, student loan repayments can be a depressing part of our everyday realities. If you’re chipping away at your loan in Australia, New Zealand and the UK, this article’s for you. We’ve rounded up our top tips on managing and repaying your student loan like a pro.
Money tips
Can video games teach kids essential life skills? Head of Marketing Dora sits down with her two sons, aged 8 and 12, to see what they’ve learned from their favorite game, Minecraft. Turns out it’s not all about crafting swords and battling mobs, but a surprising amount of economics as well.
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!
Money tips
Financial forecasting can help you plan out your personal and business finances, and transform the way you manage your money. By looking at how your money, budget and income is likely to perform in the future, you can better plan for savings, investments and hitting your financial goals.
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!
Money tips
21st century living is complicated as it is. Ruth The Happy Saver shares the story behind her family’s trusty old dining table, and how it inspires her to live simply and frugally. She shows us different ways sustainable living is within our reach and shares seven practical household tips!
Money tips
The proliferation of online share trading platforms has propelled ethical investing into the mainstream. Many of us are now asking how to combine our personal values and social responsibility with an investment strategy. Ruth Henderson shares six tips on how to do that.
Money tips
Working from home can be an uphill battle of staying focused, staying productive, and trying to survive yet another Zoom call. But thankfully there are some great apps for working from home that’ll help you stay on track.
Company
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!
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.
Money tips
Despite making her peace with her fluctuating levels of productivity throughout the nine months she spent working from her living room in 2020, Emma has found a few tricks that keep the productivity juices flowing – most of the time!
Money tips
When your neighbor unveils their latest model electric car, or invites you over to christen their new swimming pool, it’s hard not to feel a tiny stab of… something. Whether that feeling is envy or relief, is entirely up to your mindset. Ruth Henderson encourages us to discern between the type of Joneses we encounter. Some, she says, we should avoid, and others, we could learn great money lessons from.
Money tips
Whether you’re a lover or a hater of the WFH life, there are more costs involved beyond your tax deductible power bills and office supplies, so bear these sneaky spends in mind if you’ve been tasked with deciding how you’ll work in the future.
Company
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.
Money tips
At the start of every year, household CFO and happy saver Ruth Henderson uses PocketSmith to plan her family’s finances for the year ahead. Budgeting, she says, is the key to financial freedom. Find out which three PocketSmith features she considers essential to helping her family achieve their money goals.
Money tips
With international travel off the cards for most of us, the past year has forced those of us looking to take a break to consider holidaying locally. But that doesn’t mean you need to miss out on the fun, or some savings! Amanda shares five tips on having a cheap holiday in your own backyard.
Money tips
How does a self-confessed lover of fashion and shopping survive one year without buying any new clothes? Hear from Dora as she shares the lessons she learned, some tips on running a successful clothes swap, and the surprising amount of money she actually ended up saving.
Money tips
Have you been making more unnecessary online purchases than usual in the past year? We're all guilty of buying something ridiculous like a tub of hummus in response to the pressures of lockdown. The Broke Generation's Emma reminds us that it's not the end of the world!
Money tips
As we fervently sing Auld Lang Syne to bid farewell to 2020 (no offence, but man, are we glad to be seeing the back of you!), Ruth The Happy Saver sits at her desk in her new garden shed, to share with us what she does every New Year’s Eve (hint: it’s not what you think).
Company
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.
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!
