Help with Budget and Pocketsmith

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Forums › Finance and wealth management › Help with Budget and Pocketsmith

Geektress

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#311316 5-Jan-2024 14:34

I have been using Pocketsmith a bit over the last few years and have it pretty well set up but want some help on a few things I can’t get quite right or need to understand more, I am thinking a budget advisor would be helpful, does anyone know of independent advisors who are knowledgeable with pocketsmith? I have used Enable Me in the past but they won’t/ can’t help unless I use their whole model/program. Thanks 😊

ANglEAUT

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#3178191 5-Jan-2024 21:46

Sorry, can't help with finding an adviser.

I've used PocketSmith myself before.

Please keep this GZ community vibrant by contributing in a constructive & respectful manner.

muppet

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#3178226 6-Jan-2024 07:17

ANglEAUT:

Sorry, can't help with finding an adviser.

I've used PocketSmith myself before.

tweake

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#3178266 6-Jan-2024 10:42

Geektress: I have been using Pocketsmith a bit over the last few years and have it pretty well set up but want some help on a few things I can’t get quite right or need to understand more, I am thinking a budget advisor would be helpful, does anyone know of independent advisors who are knowledgeable with pocketsmith? I have used Enable Me in the past but they won’t/ can’t help unless I use their whole model/program. Thanks 😊

might pay to mention what you can't get rid or struggling to understand. granted that might get a bit personal, maybe fake the numbers a bit.

eracode

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#3178268 6-Jan-2024 10:57

ANglEAUT:

Sorry, can't help with finding an adviser.

I've used PocketSmith myself before.

”Please keep this GZ community vibrant by contributing in a constructive … manner.” 😀

Sometimes I just sit and think. Other times I just sit.

ANglEAUT

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#3178531 6-Jan-2024 17:00

eracode:

ANglEAUT:

Sorry, can't help with finding an adviser.

I've used PocketSmith myself before.

”Please keep this GZ community vibrant by contributing in a constructive … manner.” 😀

Agreed, I could've spelt out more clearly that I'm willing to give advice if requested.

Please keep this GZ community vibrant by contributing in a constructive & respectful manner.

Geektress

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#3178566 6-Jan-2024 18:37

Thanks guys, I’ve managed to find an advisor ex enable me who is a pocketsmith whiz by googling,chch based too
But while I wait for them to respond here are the areas I’m stuck a bit with
1. Linking my husbands visa account, same as my bank but not my log on , using his logon but just getting error not connecting
2. Best way to handle/categorise mortgage payments to get the budget to balance correctly
3. We have one account where all our bills including annual bills and left over money goes, how can I best track what this account should have in it as a minimum for upcoming bills

ANglEAUT

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#3178781 7-Jan-2024 15:17

Geektress: ...

Linking my husbands visa account, same as my bank but not my log on , using his logon but just getting error not connecting
Best way to handle/categorise mortgage payments to get the budget to balance correctly
We have one account where all our bills including annual bills and left over money goes, how can I best track what this account should have in it as a minimum for upcoming bills

PocketSmtih say they support multiple accounts for the same bank. If they still use Akahu, I found it's better to create the connection there & then the accounts become available for importing in PS.
Can't help
Can't help. PS mentions the budget feature, but I never got it working to my satisfaction.

Please keep this GZ community vibrant by contributing in a constructive & respectful manner.