PocketSmith Veteran Doug Uses Forecasting Features For Home and Business [VIDEO]

We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Their stories are filled with ideas, suggestions and inspiration on how you can start crafting a meaningful relationship with your finances.

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.

Tell us a little about yourself?

I’m Doug, founder of Base Builders which is a SaaS project management solution for architects and engineers.

How would you describe your role in your household?

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.

What drew you to PocketSmith?

Cash Flow forecasting with real-time data.

How long have you been with us?

Since before it went purple. A long time.

What do you primarily use PocketSmith for?

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.

How has PocketSmith changed the way you do money?

Our goal is to project how growing (or shrinking) our subscriptions will affect our bank balances. Will we be doing shareholder distributions or not?

What are your favorite features?


Got any tips?

Use the app. Plain and simple.

What’s the best money decision you made in the past 12 months?

Keep my savings dollars invested in Apple.

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