Using PocketSmith’s Dashboard to Track Money Goals

We asked our team to share with us how they use PocketSmith to manage their finances and plan ahead. We hope their stories give you ideas and inspiration about how you too, could use PocketSmith to build meaningful relationships with your money. If you have any questions, feel free to ask us - we’re always happy to help!

Meet Seb, one of our Software Engineers! Seb’s recently joined PocketSmith to help build out our new dashboards UI and bank feed integrations. Outside of work, you’ll find him tinkering with new tech, playing video games or having a cold IPA with some friends.

What do you primarily use PocketSmith for?

I use it to track my weekly expenditure, income targets and overall net worth.

How has PocketSmith changed the way you do money?

I’ve always loved setting goals for personal and professional growth. When I reflect back, I’ve found my financial goals are easier to measure if I can track my expenditure, my income and the forecast.

This is what I use PocketSmith for. Currently, I’m putting my focus into the new Dashboard feature which is in beta stage. This allows me to separate the concerns of my finances into groups, which makes it easier to conceptualize and plan around.

It’s made my partner’s and my own management of personal finances an enjoyable process. It would be fair to say that we have some fairly large financial goals over the next 10 years and in order for us to achieve those goals, I have to track my expenditure and income. As a consequence, I’m more mindful of my weekly earning and spending that’s for sure.

What pages/features in PocketSmith do you use the most?

Most of my time with PocketSmith is spent in the new Dashboard feature. It gives me all the relevant information I need like budgeting, weekly expenditure, upcoming bills, totals, overall net worth, future forecasting, and more!

I also spend a lot of time distributing what surplus (or deficit) I have from my budgets using the new Rollover budgeting feature recently released - just so I don’t get too carried away ;)

How often do you login?

I’m obsessed with tracking my progress so I’m logged in at least once a day. I find watching my growth exciting because I can see our goals being achieved sooner.

Any tips?

I would recommend taking full advantage of the categorization tools. Definitely use the Category Rule function when categorizing so you don’t have to make too many changes in your budget. However, if you have any spontaneous spending that isn’t regular, add notes! It’ll help you divulge any complicated information later.