PocketSmith

We're no longer active on Twitter. Find us on LinkedIn, Instagram, and Facebook for updates, or join our FB group, PocketSmith Pals, to connect!

[PocketSmith @PocketSmith]

@heyjonyee We can't identify anything widespread occurring over the past month or so, and responsiveness is as per normal. Could you please reach out to our Help team so that we can investigate further? [email protected]

[PocketSmith @PocketSmith]

@Avodovnik Feel free to reach out to us at [email protected] if there’s anything else we can assist with! ^Dora

[PocketSmith @PocketSmith]

@Avodovnik Hi Anže, thanks for reaching out! Our Advisor Access feature currently grants full access to all areas of PocketSmith. While more fine-grained controls may come in the future, they’re not on our immediate roadmap.

[PocketSmith @PocketSmith]

We're no longer active on Twitter. Find us on LinkedIn, Instagram and Facebook for updates. Or join our FB group, PocketSmith Pals, to connect with PocketSmithers from around the world!

[PocketSmith @PocketSmith]

Good times, good food and good vibes to all! From our family to yours, wishing you all a very happy holiday season. Catch you in the new year 🎁👪 🎉

[PocketSmith @PocketSmith]

🎉 Holiday Heads-Up from PocketSmith! 🎉

🗓️ Reduced Support: Dec 18 - Jan 12. Replies may take a bit longer than usual.

We're closed:
🎄 Dec 25-26
🥂 Jan 1-2

Back in full swing on Jan 15, 2024! Ready to help you achieve your financial goals 💪🏽

#HolidaySeason #CustomerSupport

[PocketSmith @PocketSmith]

Are you a Mint user sad to see their beloved Budgets feature go with the Credit Karma migration? 🍃 Don't worry, we've got great news! Say hello to PocketSmith and discover a world of advanced budgeting, calendars, and forecasting that will grow with you. https://t.co/5JZUmmy5i3

[PocketSmith @PocketSmith]

Open banking, facilitated through partners like @saltedge, enhances bank feed reliability and speed for real-time financial data access. This collaboration ensures accurate data for our UK and EU users, creating a solid financial foundation. Thanks, Salt Edge!

[Salt Edge @saltedge]

Here's how @PocketSmith, a smart #PFM app from New Zealand, partnered with @saltedge to make life easier for its users. Now, they can connect to any financial institution in the #EU and #UK and securely access their account data for hassle-free budgeting. https://t.co/8OCqMqv6R6

[PocketSmith @PocketSmith]

@saltedge It’s a pleasure to collaborate with you, Salt Edge!

[PocketSmith @PocketSmith]

🌱 Time's almost up! 🌱 This is your last chance to get 30% off your next year of PocketSmith. Our special Black Friday promotion concludes at midnight. Here’s to making sense of money, together 👯 #BlackFriday https://t.co/QNsC3iLXab

[PocketSmith @PocketSmith]

Mint's closure reflects a changing landscape in free PFMs; privacy awareness and subscription-based PFMs are gaining recognition for their true value. PocketSmith CEO Jason discusses the industry's evolution and optimism for the future. https://t.co/fUeeDi59Hl

[PocketSmith @PocketSmith]

@penguin_cow Hit up Support, and let's see what we can do for you 💜

[PocketSmith @PocketSmith]

@jeremylg_nz Our Black Friday deal is for new annual plans only, but as an existing user, you should get in touch with our Support team - we may be able to cook something special up for our loyal customers like yourself 🎁

[PocketSmith @PocketSmith]

🌱The Savings Bloom! 🌱 To support you in every financial step you take, we’re offering a 30% discount on all PocketSmith annual plans. Remember, this deal lasts until Cyber Monday. Here’s to a brighter financial future 🍻 #BlackFriday https://t.co/QNsC3iLXab

[PocketSmith @PocketSmith]

@iamguyster Thanks for reaching out Guy! You can't bulk refresh manually, but turning on automatic syncing will make sure all update feeds simultaneously. You can read more in the following article, or get in touch with our Support team😊 https://t.co/DI3HLLjV7h

[PocketSmith @PocketSmith]

🌱 As we look forward to 2024, we're pleased to offer you something special. From Tuesday 21 November, through to Cyber Monday (27 November), you're invited to enjoy a 30% discount on all PocketSmith annual plans. #BlackFriday

[PocketSmith @PocketSmith]

Calling all Mint users! 🍃💚 Thinking about your next move? Come team up with us at PocketSmith - you might find that we’re mint to be. Read how you can easily migrate your data from your Mint account so you can continue to manage your money, your way. https://t.co/jNAcvnfv8f

[PocketSmith @PocketSmith]

@recurrentryan That would've been the dream! The trickier parts of the CDR would still have been necessary: User authentication, permissions, regulations around receiving the data, etc. But the data quality issues would be much easier to solve if banks provided the same CSV data everywhere!

[PocketSmith @PocketSmith]

After a full year at the coalface, it's time for a candid discussion about the state of AU open banking. As regulators look to phaseout bank feeds via screen-scraping, we’re sharing the hurdles that stand between CDR open banking and its full potential. https://t.co/xkBHMPI4tv

[PocketSmith @PocketSmith]

@clinteidelman Appreciate your interest, Clinton. We've been quietly releasing new features - they just haven't been announced on the news site yet. This will be updated soon 😊