PocketSmith

Tailor your timeline, one day at a time 📅 We’ve added the ability to customise when your monthly and yearly periods start, adding to the existing ability to choose the starting day of the week. This allows you to view your PocketSmith data in the date ranges that work best for you. For example, you might want to start the month of the 15th, as this is when you get paid, or start the year in April to match the financial year in a different country. You can adjust these settings under “User preferences”. Give it a go now!, you might want to start the month of the 15th, as this is when you get paid, or

“The rest is history, and I joined in February of 2019. How do I know that? A five-second transaction search in PocketSmith gave me that information. No more trawling through transactions for me!” Our friend, long-time collaborator and superuser Ruth uses PocketSmith as her go-to tool for managing her family’s finances, and she recently penned a piece about how PocketSmith turns her financial data into meaningful insights, from tracking sinking funds to keeping an eye on her net worth. With almost five years of data now, she can make bold decisions and stick to them. For her, budgeting isn’t about deprivation - it’s about freedom, and we love hearing how has helped her feel in control as much as we love Ruth herself. Give it a read here ⬇️

It’s here 🖤 To support you in every financial step you take, we’re offering a 30% discount on all PocketSmith annual plans. Remember, this deal lasts until Cyber Monday. Here’s to a brighter financial future 🍻 https://lnkd.in/gBPSJeXy #BlackFriday #MoneyManagement #Budgeting #PersonalFinance

Cash flow is more than just numbers - it's the rhythm of your finances, and understanding it is key to staying on top 🌊 Sam breaks down his simple, accountant-approved strategies to help you get a clear view of your finances, manage your spending, and create a plan that works for your household.

As we look forward to 2025, we're pleased to offer you something special 🎊 From Tuesday 26 November, through to Cyber Monday (6 December), you're invited to enjoy a 30% discount on all PocketSmith annual plans. Keep an eye out on your inbox and our social media! #BlackFriday #MoneyManagement #Budgeting #PersonalFinance

In the Financial Services Council New Zealand's latest Money and You report, it’s encouraging to see that significantly more New Zealanders have taken proactive steps by speaking with their loved ones and financial advisors compared to last year. With the ongoing challenges of managing rising costs, it's clear that open conversations about money are crucial for building resilience. Transparency and communication about money are essential to seeing you're not alone in this ever-changing financial journey. Have you talked more about money this year?

“I was using and enjoying Pocketbook for a few years, but then it shut and I came across PocketSmith. After running through the trial and demo data in PocketSmith, I quickly realized that it was a far superior product, and even though PocketSmith wasn't free, I felt it to be really good value for money.” Read how Clinton uses PocketSmith's categories to help him identify areas to save more effectively.

House it going? Great with passive income 🏠 On the most recent Happy Saver podcast ep, Ruth chats about Jack's interesting rental investing journey in New Zealand. From buying houses to housesitting in America, Jack makes it work. Have a listen to hear about how he wants to move from property investments to investing in shares 🎧 https://bit.ly/3ZcV3c8

For digital nomads, managing multiple currencies is part of the adventure - and the challenge. Between clients in different countries and ever-changing exchange rates, staying organised can feel like a juggling act. As someone who’s no stranger to balancing her freelance work between New Zealand, the UK, and beyond, Rachel shares how she uses PocketSmith to simplify her finances. https://bit.ly/48WZzOU

We’re hiring 💻 PocketSmith is searching for our next Senior Software Engineer. You’ll join our small but highly effective team of web engineers, building unique tools to help people better manage their money across the globe. The team is remote-first, with team members located both in our home city of Dunedin and across New Zealand. This is an awesome opportunity to join a fiercely independent company at the forefront of the open banking revolution, during a time of exciting growth. Read on to learn more about the role and our company values - we’re looking forward to hearing from you! https://lnkd.in/eQHWzuCD