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3 posts

Wannabe Geek
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PocketSmith

  Reply # 1481937 30-Jan-2016 20:14
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@IcI Yes indeed, you can customise your own categories or choose from an available template. You can also label your transactions for additional identification, and create saved searches to quickly pull up reports based on your criteria. Please check out our knowledge base at https://psmth.to/kb if you're interested in learning more about PocketSmith's features.

@mentalinc Yes, we use Yodlee, who are also Xero’s provider for non-partner bank feeds. Your login details are passed securely to Yodlee and not stored by PocketSmith. We have an article that explains more about our Bank Feed Service, and Yodlee, at https://psmth.to/feed-sec


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Uber Geek
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  Reply # 1482035 30-Jan-2016 23:00
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What about WaveApp Accounting? 

 

It's mainly free!





 
 
 
 


233 posts

Master Geek
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  Reply # 1482079 31-Jan-2016 07:36
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Has anyone tried ANZ Money Manager? http://www.anz.com/ANZ-moneymanager/features.asp

 

Supposedly works OK with non-ANZ accounts. Free.


IcI

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Ultimate Geek
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  Reply # 1482102 31-Jan-2016 09:21
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Mattnzl: Has anyone tried ANZ Money Manger?

 

Just registered. Found my ANZ -00. Waiting to see if my ANZ CC is auto discovered. I don't think my BonusBonds will be auto discovered.

 

Tried linking my Westpac accounts, only CC found, not -00.

 

I don't have any Kiwibank accounts to link

 

No ASB accounts available, only ASB CC.

 

I have no use of all the other Australian banks listed.

 

Nice to see American Express listed as being supported.

 

Nice to have the ability to create other manual accounts. Maybe other personal loans and Kiwisaver investments can be created here. This will need further investigating.


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Subscriber

  Reply # 1482104 31-Jan-2016 09:44
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You have to register your CC/Mortgage separately. It comes up as an option under add accounts. 


506 posts

Ultimate Geek
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  Reply # 1484514 3-Feb-2016 15:56

@sonyxperiageek Have you used WaveApp? I do like the receipt function and the progress bar looks much easier then PocketSmith

 

 


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  Reply # 1484536 3-Feb-2016 16:18
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Oriphix:

 

@sonyxperiageek Have you used WaveApp? I do like the receipt function and the progress bar looks much easier then PocketSmith

 

 

 

 

 

 

Yep, I use it for quite a while now! It can connect to NZ banks and grab your statements on there. Once in, it'll ask you to categorise each line of statement, if it couldn't automatically work out which category it is in.





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