PocketSmith (US)
PocketSmith (US)

#5 - Need a hand keeping on top your money? We're always here. 💜

Email sent: Feb 13, 2020 6:10am

Is this your brand on Milled? You can claim it.

Task: Analyzing your data and making changes 


Hi -,

Hoorah! Today is our last training session!

By the end of this session you will be able to:

  • Gain real insight into your earning and spending patterns.
  • Understand where changes need to be made to brighten your financial future.  
  • Track habits and compare changes.

Here's a quick recap of what we've shared so far


Session #1 - Getting started with your transactions 
Task: Importing your transactions into PocketSmith

Session #2 - Where did your money go?
Task: Setting up categories and categorizing your transactions

Session #3 - How can you control your spending? Part 1
Task: Setting up your budgets 

Session #4 - How can you control your spending? Part 2
Task: Using the Budget page


An introduction to PocketSmith reports 


As your PocketSmith account is populated with more data, you can really start to dig into reporting. With the facts in front of you, you can make informed changes for the better. 

When you combine automatic bank feeds with your category rules, PocketSmith’s reports will help you continually stay on track and on top of your finances.

PocketSmith offers a variety of reports to help analyze your financial activity. Check them out in the following video:
Handy tip! Use the PocketSmith mobile companion app to stay on track when you are on the go!
This is an email to help you get started in PocketSmith.
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PocketSmith Ltd
Level 3, Consultancy House, 7 Bond Street, Dunedin 9016, New Zealand
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