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.
I’m Doug, founder of Base Builders which is a SaaS project management solution for architects and engineers.
I run the company including doing the books. I do have two PS accounts — one for personal and one for business. I would be dead in the water without them as I run a tight ship in both harbors.
Cash Flow forecasting with real-time data.
Since before it went purple. A long time.
Cash Flow forecasting. I try to maximize my investment dollars so I run my checking accounts as lean as possible. This means that I need to know what my future expenditures look like so I can ensure I have the funds to cover everything.
Our goal is to project how growing (or shrinking) our subscriptions will affect our bank balances. Will we be doing shareholder distributions or not?
Use the app. Plain and simple.
Keep my savings dollars invested in Apple.