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 Clinton is using PocketSmith's categories to allocate expenses into discretionary and essential spending, making it easier to spot opportunities for cutting costs.
Money tips
Keeping a budget is a bit like owning a pet tiger. It can be beautiful, powerful and hungry, but it needs love and care to thrive. While a budget is a key part of personal finance, it can be difficult to maintain, so here are some tips on how to stick to your budget like a pro.
Money tips
Calculating your personal net worth means knowing your exact financial position. It gives you a simple strategy for managing your money, and a confident answer to the age-old question, “How much money do you have?”
Money tips
With the cost of living rising, financial stress can easily take hold. Especially as we all feel the force of rising inflation reducing our effective take-home pay, managing your financial life is becoming more important than ever. Learn how to manage your money with PocketSmith.
Product feature
To help you stay on top of your finances, we've made it easy to set-up reminders to check your budgets and categorise your transactions.
Interviews
We are a recently-married couple in southern California. We’re both under 30, and focused on making smart decisions together for our family’s financial future 😊
Money tips
Over the last 10 years, we’ve learnt a thing or two about financial advice. Our best advice, when it comes to finances, is that there isn't one solution that suits everyone. There’s no magic cookie cutter solution. Financial advice isn't a one-size-fits-all glove. It depends on who you are, and what your situation is.
Interviews
Mike is the software engineer responsible for the parts of PocketSmith that you can see and interact with. See how he uses PocketSmith as chief family budget planner to run a lean household budget.
Product feature
Through the magic of email, you can now store attachments in PocketSmith, by sending images and PDF documents to a specially generated email address.
Interviews
Meet Mindy, our designer! She’s responsible for tailoring PocketSmith’s design, both for things you see in the app, and for bits and pieces we publish to social media and our websites. Mindy also works closely with our user experience team to continually improve parts of PocketSmith!
Interviews
Meet Amanda! Brace yourselves, because she’s one of the biggest power users in our team. Amanda’s setup for tracking and paying off debt is pretty crafty — so if you’re looking to do the same, you’re going to want to read this!
Interviews
Meet Jayson! As our Product Coordinator, he informs our development roadmap by keeping tabs on user feedback and requests. He keeps his ear to the ground and meets with key members of our teams to ensure that our projects are constantly moving forward.
Interviews
I’m 62 and living in sunny Napier; married to a builder and working 4 days a week as a Dental Therapist. I love my work!
Interviews
I am — first, and foremost — a Dad and Husband, which means I am toy- and house-mender, Lego builder, and head Fort builder.
Interviews
I am a wandering Kiwi — 13 years into working overseas in Australia and now the UK. I work in tech.
Interviews
Meet Jason! He’s our CEO and a co-founder of PocketSmith. Jason created the original idea for our product, which has grown by leaps and bounds since its very first version in 2008.
Interviews
Hannah is a financial force. She is the founder and director of enableMe — Financial Personal Trainers, a Chartered Accountant, a Master of Taxation Studies, Author, TV Personality and Mum of two.
Interviews
Meet Regan! He’s one of our software engineers. He works on new features for PocketSmith, fixes up those pesky bugs, and makes sure the system runs like a well-oiled machine.
Interviews
Banqer is an online financial education platform for primary and intermediate schools. It gives kids a hands-on experience with personal finances through a classroom currency that they earn and spend over the course of the school year.
Interviews
I’m from the US and grew up in California and Utah. For work, I’m a Product Designer for Degreed.
Interviews
Think what you could do if you did not have a mortgage repayment every month?
Interviews
Dean Blair is a Financial Adviser and Director of FoxPlan, one of the largest privately-owned Financial Planning practices in New Zealand.
