“Like the Fellowship, PocketSmith brings a bunch of different skills to the table.” In one of history’s greatest pieces of fantasy, the core of the Fellowship is a system that is greater than the sum of its parts. Tolkein fan and PocketSmith user Rachel joins the two for a delightful comparison that will have you more satisfied than second breakfast.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Wellingtonian couple Renee and Jamie use PocketSmith to track their finances and identify their money leakages!
Money tips
Christmas is mere days, minutes, seconds away. If your gift list is looking woefully empty this close to December 25th, fear not! The Broke Generation’s Emma has been a helpful little elf for us and gathered up some easy, low-cost options for last minute Christmas presents. You’ve still got time, so get cracking!
Money tips
Do you have a secure password? And are your devices secure? There are plenty of actions you can take to ensure your money and related data are protected. In the second part of our fraud series, Emma from The Broke Generation shares ten ways you can defend yourself from would-be hackers and scammers.
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.
Money tips
Shopping can be a rotten experience this time of year. People are stressed, shops are busy, and you have to buy presents for every second cousin once-removed at the family Christmas party. That’s why Anton, our Marketing Intern, has created this list of fun and easily accessible Christmas gifts. So whether you’ve got no time or simply have no idea what to get your loved ones, you can check out these ideas for inspiration.
Money tips
Accountants aren’t just number-lovers deep in spreadsheets. If you handle your household’s finances, you can consider yourself one too! Sam Harith, The Comic Accountant, is an accountant by trade and he explores the benefits of using home accounting software and why PocketSmith is his go-to.
Money tips
No doubt you’re not a stranger to scams — you’ve probably been hounded by an unknown number, or had a suspiciously constructed email show up in your inbox. Money scams and attempts to fraud you are a dime a dozen. But what other scams are you likely to come across? Emma from The Broke Generation explores today’s common money scams and fraud.
Money tips
Whether it’s the holiday season, a birthday or an upcoming special event, picking the right gift can be a hassle. Have you ever thought about a gift that keeps on giving? Ruth The Happy Saver is a big fan of giving shares as a gift, and talks about how it can be a thoughtful present for experienced and budding investors.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Doug is “busier than a one-armed wallpaper hanger”, so we’re keeping things short with a LIGHTNING ROUND! Read how he uses PocketSmith’s forecasting features to make sure he can cover all expenses at work and at home.
Money tips
Thanks to the gig economy, side hustle opportunities like Uber are abundant, but you might not have the capacity, nor the want, to go out and drive after work. By picking up a side hustle you can do online, you can earn a bit of extra income in comfort and at your own pace. Guest contributor Brian explores six of the best online side hustles for making the most of your time and resources.
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).
Money tips
The mention of Black Friday sales evokes images of both mammoth bargains and massive fights at the cash register. As a sale period that’s so close to Christmas, it could be your chance to keep your holiday budget intact. If you’re wondering how you can make the most out of this annual sale, check out Ruth The Happy Saver’s tips for sorting your Black Friday game plan.
Company
A big welcome to our newest data partner, Sharesight, a global portfolio management tool for DIY investors. Now, with a direct integration, PocketSmith users can connect seamlessly to Sharesight to bring in your portfolio balance automatically.
Money tips
E-waste is a growing environmental and economic burden. Mobile phones contribute a whopping 10% to all global e-waste. Instead of adding to that when you upgrade your phone, consider giving it a new lease on life! Stewart from Freedom Mobiles shares some of the many ways you can repurpose your old phone and save it from the landfill.
Money tips
It’s an inherently human desire to want to make a difference. When it comes to leaving a financial legacy, most would just think of a savings account that you leave behind. But can it be more than that? Ruth The Happy Saver ponders the concept of a financial legacy, and how you can make an impact before and after you’re gone.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Connor uses PocketSmith’s analytics and multi-currency features to track the trends of his spending habits as an expat living in Canada!
Money tips
Healthy credit is a big part of your borrowing power and there are many ways to build it. So many, in fact, that it can be confusing to know the best ways to improve your own. We explore the importance of credit and compile some tips for building your credit fast.
Money tips
These days you can work and unwind online in an abundance of ways, and investing is no different. Online investing platforms have exploded in popularity over the past few years, offering easy and accessible entry to the stock market. But are they suitable for beginner investors? Ruth explores the world of online investing platforms, and how you can use them to start your investing journey.
Money tips
As climate change intensifies, many investors are wondering how to adapt our everyday actions and decisions to build a more sustainable future. Kate Campbell from Rask Finance gives us an overview of ethical and ESG investing, and explores the impact that investors can have on the environment, by investing more mindfully.
Money tips
Patience, young grasshopper! Having a mentor and sharing in their knowledge can be hugely beneficial, both personally and professionally. If you’re thinking about pursuing a mentorship, here are some tips for determining a good mentor and positioning yourself for a successful mentor relationship.
Money tips
If you’re running your own business or side hustle, you’re often juggling multiple experiences at once. When time is your most valuable commodity, it can be difficult to find the space to check everything off your list. We’re sharing eight tools business owners and freelancers can use to stay productive and on-task.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Shay uses PocketSmith to track his expenses, savings and net worth for accurate and reliable insights to make smarter financial decisions!
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!
Money tips
When should you consider switching banks and what should you look out for when doing so? Ruth shares tips on how to form the banking structure that works for you, and we’ve thrown in a downloadable bank feature comparison checklist!
