PocketSmith

05/06/2026

Living across countries often means leaving a few bank accounts behind. Emma shares tips for managing your money across borders, from checking old logins to closing accounts you no longer need. And for the ones you keep? You use PocketSmith’s multi-currency tools to bring them together in one place, obviously.

As a keen traveller or an adventurous expat, you probably have more bank accounts than you can count! Finding them hard to juggle? Here’s the PocketSmith guide to managing bank accounts in multiple currencies, brought to you by Brit living down under, Emma Edwards.

04/06/2026

Ruth has built something truly special with the Happy Saver community. It was a real treat for Olav and Brynne to participate in an evening full of sharing and affirmation with smart Kiwis navigating their individual financial paths towards a secure future at a meet-up in Dunedin earlier this week.

No matter where your money started or where it's going, engagement with your financial life is the key to success. We left feeling so inspired and so proud that these conversations are happening in our own beautiful city.

02/06/2026

Banks love a tidy paper trail, but self-employment rarely offers that in a neat package. Accountant Sam Harith shares how self-employed people can get mortgage application-ready, from building up the right records to showing income, business performance, and household spending in a way lenders can actually work with.

Getting a mortgage is a big enough milestone. Getting one while self-employed can add a few extra hurdles. Accountant Sam Harith shows how, with the right records and a bit of planning, you can make your case without turning your finances into a full-time admin job.

29/05/2026

PocketSmith web on your phone has taken another big step forward.

Our latest release makes the mobile web experience smoother and more useful, with fuller navigation, cleaner forms and pop-ups, improved scrolling, better home screen support, and a new Desktop mode for when you need the full view.

It’s all part of making PocketSmith easier to use when you’re away from the big screen, without losing the depth of the web app.

Using the PocketSmith web app on your mobile device has gotten far better. From menu changes, to layout optimisations, view a page in desktop mode - let’s discuss the changes that you’ll see from now.

27/05/2026

We’ve got your back-up 🤝 We’ve added the ability to be able to back up and restore your categories and your category rules.

This’ll allow you to keep a separate record of this data if you need, and allows more portability of your data if you want to share your category set-up with others.

Just head to Manage > Backup and Restore from the main PocketSmith menu to see the new options.

26/05/2026

Episode one gave us Christian Hull’s very funny, very honest money story.

Episode two gets out the fine-toothed comb.

In the latest ep of the Hot-Mess Money Makeover series, Owen joins Gemma on the Australian Finance Podcast to unpack what Christian’s first coaching session revealed — where the stress is coming from, what habits are already working, and which small changes could make the biggest difference.

It’s less about fixing everything at once, and more about finding the next right step. For Christian, that means using PocketSmith to track what matters and turn “I don’t know what I can do” into something a bit more manageable.

Watch the episode from the Rask folk here ⬇️

Learn the difference between money coaching and financial advice, f...

25/05/2026

“I find it much easier now to keep an eye on my budgets and see where my money is actually going, rather than where I think it is going.” Read how Gavin uses PocketSmith to watch his spending closely and plan ahead for bills, holidays and mortgage costs.

We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Their stories are filled with ideas, suggestions and inspiration on how you can start crafting a meaningful relationship with your finances.

22/05/2026

You may have seen PocketSmith pop up in Sydney recently.

Between the Women in Open Banking Summit, Fintech Data Horizons Summit, and our own Wealthtech meetup, we came away with plenty to think about.

Our latest blog reflects on the people behind the progress, from lived experience and fintech community to trust in AI.

Thanks to all of our Australian friends, FinTech Australia and everyone else who made it such a huge week for us - we had a blast!

Our recent Sydney trip took us from the Women in Open Banking summit to the Fintech Data Horizons Summit and a PocketSmith-hosted Wealthtech meetup. Here are a few reflections on open banking, AI and why this work feels so deeply human.

21/05/2026

New Sharesight data suggests Australian women are engaging more in their investment tracking than women in other comparable markets, and we were glad to add PocketSmith’s perspective.

Many women are already the CFO of their household, managing the day-to-day while planning for what’s next. Investing can often be a natural extension of that role.

There’s still a gap to close. But recognising the financial skill already happening is an important part to recognise.

Read the full Sharesight piece here ⬇️

New Sharesight data reveals Australian women are the most engaged investors in the Western world. So what's driving the gap?

19/05/2026

Dunedin may be cold, but it has a knack for breeding a community of innovators with warmth. As one of the originators of the city’s early start-up scene, our CEO Jason Leong spoke to that yesterday on a chilly Monday evening.

It was a great opportunity to share with growing entrepreneurs the story of PocketSmith’s beginnings and evolution, the realities of AI’s growing influence in tech and how your own character and humanity are more important than ever in business success. And when that knowledge is passed on, the next generation gets to build from firmer ground.

Big thanks to Icehouse Ventures for bringing us together, and to Yvette Shum from Coralcone for being so candid about her own business journey. We love being a part of Dunedin’s storied start-up history!