PocketSmith

Connect all family bank accounts and credit cards to PocketSmith.

Categorize transactions to identify spending patterns.

Create budgets for different spending categories (groceries, entertainment, etc.).

Use custom dashboards to monitor family expenses.

Review monthly reports to identify areas for improvement.

Connect investment accounts to PocketSmith.

Input expected retirement income and expenses.

Use the calendar forecast to project account balances up to retirement age.

Adjust spending and savings to optimize retirement plan.

Monitor progress regularly and make necessary adjustments.

Create specific categories for tax-deductible expenses (e.g., professional development).

Tag transactions related to tax-deductible items.

Use saved searches to quickly find and report on these transactions at tax time.

Export data to tax preparation software or provide reports to accountant.

Connect business bank accounts and credit cards to PocketSmith.

Categorize business expenses and income.

Create budgets for different business expenses.

Use the calendar forecast to project future cash flow.

Monitor cash flow regularly and make necessary adjustments.

Create specific categories for rental income and expenses.

Tag transactions related to investment properties.

Use custom dashboards to monitor rental income and expenses.

Generate reports for tax purposes.

Track property performance over time.

Connect all accounts to PocketSmith.

Let PocketSmith automatically categorize transactions for a month.

Review spending patterns using graphs and charts.

Identify areas where spending can be reduced (e.g., eating out, subscriptions).

Create budgets to limit spending in those categories.