Hello,
I've recently purchased my first property in Wellington (I know, unbelievable right?!) which as prompted me to get a better grip of my personal finances.
After shopping around, I've landed on a open banking tool called PocketSmith. I have set up a yearly subscription that I believe will work for me, and I'm loving it!
Just spotting a couple of minor tweaks I'd love to see:
Rolling Fortnight – I'm a shift worker, so being able to align my finances with my fortnightly pay would be great
IOS/ App expansion – Mobile overview dashboards seem super limited.
Calendar – Great idea – still struggling to figure out how it works.
Kiwisaver providers – My Booster Kiwisaver provider cant seem to sync unfortunately
All this might be already in the tool, so if its a user error let me know.
Keen to understand other user experiences and how they use it, to optimize the tool to work for me!
Also, any PocketSmith SME's in the chat? let me know.
I have Booster Savvy which syncs with Pocketsmith, and I thought their Kiwisaver’s did also, but could be wrong.