Pocket Kiwi
The unofficial Pocketsmith review site.
Pocket Kiwi will help you find out if PocketSmith is the right personal finance tool for you, how to make the most of PocketSmith, and how to do personal finance well.
28/07/2023
Here is my response to the question "Why people quit PocketSmith".
Is PocketSmith actually too complex and demand an unreasonable amount of time to manage? Or is there more going on here?
Why people quit PocketSmith In a recent poll on PocketSmith Pals, 48 people responded to the question "Why did you stop using PocketSmith?" Overwhelmingly, people stop using PocketSmith because the admin was too much effort (43%) or it is too complex (30%). (Remaining reasons were limited capability [10%], cost [8%], switched....
15/07/2023
I have just written a "what you need to know" guide to rollovers that you might find helpful.
It covers:
What are rollover budgets?
How to set up rollover budgets
How to read the Trends report for rollover budgets
How to reset a rollover budget to zero
How to redistribute rollover surplus
Rollover budgets - everything you want to know In this article: An introduction to rollover budgets How to set up rollover budgets How to read the Trends report for rollover budgets How to reset a rollover budget to zero How to redistribute rollover surplus When I first started using PocketSmith there was no such thing as rollover budgets. This....
13/07/2023
https://www.pocketkiwi.com/post/welcome-to-pocket-kiwi
Welcome to Pocket Kiwi Hey! I'm so glad you found Pocket Kiwi. I started Pocket Kiwi because I have been using PocketSmith for a few years and I saw the need to help people decide if PocketSmith is right for them, and to demystify the complexity of PocketSmith. I am passionate about helping people get a handle on their pe...