Read how Cliff manages all of his investments and pensions in retirement using PocketSmith.
I’m a retired small business owner used to using Xero at work, with a lot of small investments including securities and pensions.
The one person managing the money through retirement for my partner and me.
The fact that it linked to the majority of accounts — I hadn’t realized that live feeds from investment companies like Vanguard were possible. And where this isn’t possible I can create my own accounts and maintain them manually.
Daily reconciliation of all card and bank accounts with monthly updating of the investments not on a bank feed.
I can do everything on it and no longer need to use spreadsheets. Just takes five minutes a day.
Take some time to appreciate the differences from double-entry packages like Xero and read the instructions to appreciate all the features.
Subscribing to PocketSmith.