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Budgeting with PocketSmith

If you’ve ever watched one of the Mortgage Lab’s webinars or Facebook livestreams, you will most likely have heard us rave about this app.  It’s one of our favourites – PocketSmith.com.  Their company website is here and the app is available on Apple and Android.

What does the PocketSmith app do?

PocketSmith does for budgeting what Xero did for accounting.  It makes categorising your expenses simple which means you know where the “holes in your bucket are”.  It also has a beautiful user experience.  No spreadsheet that eventually tell you the bad news.  This website generates your budget by categorising your spending and telling you what you have actually achieved.

Pocketsmith Dashboard preview
Pocketsmith’s dashboard is clear and easy to read
Pocketsmith Setup
The setup process for Pocketsmith is smooth and a step-by-step process.

Mortgage Lab’s mission is to be the digital town square for financial decision-makers to gain knowledge about their current and future mortgage. Follow us on Facebook and LinkedIn or subscribe to our newsletter to be notified of our latest articles.

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