Pocketsmith Investments

The best one is totally free. We are not a commercial bank and do not offer banking services to the. It is the preferred way to move and merge account data between versions of Quicken. Personal Capital doesn't have the forecasting feature but does have a lot of options for analyzing your spending and saving. PocketSmith is a new web-based financial tool to help you predict cashflow. Choosing the best personal finance software is based on your current financial needs. It reminds you that, even if you own assets totaling $500,000, you are not worth that much if you are drowning in credit card debt. I have also added other assets in there such as our home and cars. 49 when paid annually. • To find growth and challenges for global market. Lance has 37 jobs listed on their profile. PocketSmith was founded in June 2008 by New Zealanders Jason Leong, James Wigglesworth and Francois Bondiguel. Recently my wife and I need to assess our personal spending to see what we could afford to allocate to an investment. PocketSmith is a personal finance software app that enables you to view all of your financial accounts in one place. com #4 PocketSmith. organize your money in a calendar, remember bills, budget for the future and reduce debt. Pocketsmith Budgeting Software There are a number of features that I like which make Pocketsmith easier and therefore more efficient than most types of budgeting systems. The PocketSmith app consolidates all your accounts in one place, so you can have a full and complete picture of your money. PocketSmith is a fully featured budgeting tool that leans on calendars and the idea of "event-based budgeting. pocketsmith and xero cashbook Hi It would be great if you can trial and report on Pocketsmith personal finance app and xero cashbook ($15 per month plan) which has integration with Sharesight app. After signing up and linking accounts, consumers have the option to set up financial goals that allows them to plan and achieve each of these goals such as a savings and debt repayments goal. View the profiles of professionals named Jason Leong on LinkedIn. PocketLion is not offering subscriptions to its services. Developed by a bunch of. 8 Budgeting Apps to Help You Manage Your Money Advertiser Disclosure This article/post contains references to products or services from one or more of our advertisers or partners. Users can transact in multiple currencies, send expenses to Xero, find and organize transactions, and receive automatic live bank feeds of transactions. Unlike other apps, PocketSmith does an incredible thing by actually helping you project your bank balances up to 30 years into the future. If you need to import investment or business data, we recommend that you use QIF import instead. The difference between us and many other tax agents is our level of expertise. It lets you stay on top of your spending activity. PocketSmith is my new budgeting tool, and I feel much more confident about this transition than any others I’ve made in the past. It also allows you to manage your investment portfolio well, whereas PocketSmith is limited. PocketSmith makes complex financial tasks simple, allowing users to see their budgets in a relevant and understandable format. 50% OFF PocketSmith are offering Happy Savers 50% OFF their Premium Plan for the first two months. Securities in your account protected up to $500,000. Here are 7 great alternatives to mint. Securities in your account protected up to $500,000. Long term investments pay less in taxes - these are investments that you typically hold for longer than one year. This includes bank accounts, investment accounts, loan accounts and credit cards. (We'd call that a solid investment. Check looks good and provides robust bill pay features, but it does not provide budget building. Despite assurances about modern encryption and other measures, security. It allows you to forecast your cash flow based on upcoming income and expenses, and you can see your forecast-ed account from day to day, making it easy to pinpoint furue deficiencies. PocketSmith is online money management software that's used over 200 countries. Looking for best Quicken alternatives and similar software? Then check out this list of top 10 Quicken competitors. View the profiles of professionals named Jason Leong on LinkedIn. You can set multiple goals for multiple time periods. Personal Capital Advisors Corporation is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Xero'ing in on your personal finances. Lance Wiggs Capital Management was co-founded by myself and Chris Humphreys to be a premier NZ investment manager for growth funds. PocketSmith will display your bank and investment type accounts here, and you can also add other assets yourself, such as your car, property and other belongings. ) (We'd call that a solid investment. We specialize in personal financial forecasting and a visual approach to budgeting, with live bank feeds available for users in the US, UK and Australasia. I realize that similar questions have been raised, especially regarding Mint and Quicken Online, but my question is this: Is there web-based personal finance software that does not require you to. 00 But their may be other 'costs' to the fund (rather than to unitholders) that impact on this, so only $200 is distributed as income to the unitholder. Another great do-it-yourself option is to use the awesome Pocketsmith App. All investments involve risk, including possible loss of principal. Side Pocket: A side pocket is a type of account used in hedge funds to separate illiquid assets from other more liquid investments. When any of these stocks are near a breakout, they'll be moved to a special "Near Pivot" list; when they do break out, you'll be alerted instantly via email. What is PocketSmith? PocketSmith is a personal finance software app that enables you to view all of your financial accounts in one place. The Pocktbook app helps you track your spending and categorise your transactions. Regan has 3 jobs listed on their profile. You'll need to weigh up the risk you're willing to take with your investment against how much you want to get out of it in the end. PocketSmith is web-based finance software that enables its users to manage their budgets and forecast their finances. save $1000 for vacation) and it will calculate when you would be able to save enough for that goal based on your current finances. Discussions relating to Australian Personal Finance, banking, investments, superannuation, insurance, and tax. PocketSmith is online money management software that's used over 200 countries. PocketSmith puts you in control of your money so you can focus on the more important things in life. PocketSmith vs Personal Capital. We have plenty of money, no debt except house (will be paid off in a few months), no kids, hubby and I both in late 70’s & retired, investments covered. Please call for assistance if you do not know or have never entered security questions. The app focuses on "forecasting" based on their current expenses, income, and spending habits from their linked financial accounts, including investments. I had been working around the world for one of the big Investment banks. 2,820 likes · 15 talking about this · 11 were here. Until PocketSmith. If you've suffered huge financial blows due to lack of organization and planning in your finances it might be a totally worthwhile investment to help you get back on track. How did you learn about investing? Absolutely self-taught after being unable to find any credible and legible advice aimed at me. 50% OFF PocketSmith are offering Happy Savers 50% OFF their Premium Plan for the first two months. Pocketsmith is an exciting app that helps you manage your personal finance. Apply the PocketSmith Coupon Codes before final payment to be done. One of the hardest aspects of your personal finance is Investing. New feature: adding attachments in the mobile apps. Total control of your money in four simple steps. Developed by a bunch of. Lots of busy people, entrepreneurs and those who are career-oriented simply don't have the time or the energy to devote to developing an investment strategy that is very involved. "A time machine for money" as they call it, Pocketsmith seems to be the perfect crafts tool which can give an entire makeover to the way you have ever invested or even used your money in past. , Personal Capital Corporation, The Infinite Kind, You Need. Plus, you can track your net worth like you can in Personal Capital. , Moneyspire Inc. PocketSmith is a new startup that's looking to help. Investing involves risk including loss of principal. The reason being that when you are younger, the timeline for investment is longer and even with the usual risks in economic cycles, the longer time frames may result in a higher return. I've come and gone a few times with life's changes, but I continuously advocate for Pocketsmith. Investments are not FDIC insured and may lose value. With online banking, online bill payment, investment management and budgeting, Moneydance provides all the features of Quicken plus benefits such as ease of use and no sunsetting of features. Pocketsmith Limited was started on 07 Oct 2008 and issued an NZ business identifier of 9429032539493. We offer a wide range of financial services in NZ, with global reach as a subsidiary of the ANZ Group. You can create a PocketSmith account online with your name and email address. If you have investments, you will have to use a different app or piece of software to view them. When you’ve signed in, go to Settings > Subscriptions > Enter. for tracking personal or household finances. It allows you to take control of your money through forecasting, or showing you what. Lance has 37 jobs listed on their profile. The Super account, at $12 per month,. Another great do-it-yourself option is to use the awesome Pocketsmith App. This is a person who has training (and likely a college degree) in accounting and can handle bookkeeping chores. View the profiles of professionals named Jason Leong on LinkedIn. Is a CD version available?. You can categorize your transactions on-the-go with a fun interface. Lance is an independent investment and business advisor providing investment readiness consultancy through Better by Capital and Return on Science investment committees, direct investments through LWCM and Punakaiki Fund and advice and directorships through LWCM and Lance Wiggs Consulting. If you like it, the monthly cost is $19. PocketSmith is web-based finance software that enables its users to manage their budgets and forecast. It's similar to Mint. Learn all about Philip Taylor, the creator of Part-Time Money. Anyone can have an investment portfolio, whether it is in shares, index funds, real estate, bonds, cash, peer to peer lending, or even cryptocurrency- if that's your thing. PocketSmith Review 1. Bank accounts, investment accounts, credit cards, loans, PocketSmith can display all of these in a simple and easy-to-understand way. Show top sites Show top sites and my feed Show my feed. Here are 7 great alternatives to mint. Bill tracking made e f fo rt less. The Pocktbook app helps you track your spending and categorise your transactions. The only two caveats I have are the slight workaround required to run totally off-line without bank feeds or bank files (i. The tips Mike has made should be considered during the course of the investment period to avoid making errors as investing your hard earned monies must be. PocketSmith is a budgeting and personal finance software tool that allows you to take control of your money. It allows you to look forward at your upcoming spending, set goals, track your expenses, and pull reports that show you exactly where you stand financially. With its calendar function, PocketSmith helps you see your cash flowing in and out each month, and its auto-budget feature lets you make a budget and forecast in one click. It's so easy, you have to. At Serchen, we are committed to providing an unparalleled experience for our consumers, connecting buyers and sellers of the best cloud services and software in the IaaS, PaaS and SaaS categories. See all subscription plans for PocketSmith. Although they took in a small investment a couple of years ago from Lance Wiggs, they have yet to spend it; their strategy is to continue to fund growth out of cash flow. Welcome to PocketSmith, a web-based money management app that puts you in control. PocketSmith does more because it provides insights into the projected future cash flows. PocketSmith is a popular personal finance software app that enables you to view, handle and manage all of your financial accounts like bank accounts, investment accounts, loan accounts and credit cards in one place. pocketsmith. Not only does the product aim to make it simple to view all of your financial assets and liabilities, but it also seeks to forecast your future spending habits. Home loans accounts, I don't think so. Bill tracking made e f fo rt less. Personal finance software helps to manage credit cards, investments, bank accounts, income, and expenditure of an individual in a smartphone or PC. Does PocketSmith import credit card feeds from banks as well as cheque/savings accounts? Does PocketSmith import home loan payments from banks as well? Credit Cards yes. PocketSmith is a tool that helps you keep your money organised. Check looks good and provides robust bill pay features, but it does not provide budget building. ) (We'd call that a solid investment. My Prosperity This online tool suitable for your mobile, tablet or desktop gathers all of your banking information in one place. We put this tool to the test in our PocketSmith review. There is a popular car insurance commercial featuring someone who "just saved a ton of money by switching to GEICO. Unlike other apps, PocketSmith does an incredible thing by actually helping you project your bank balances up to 30 years into the future. PocketSmith does more because it provides insights into the projected future cash flows. The best way to take control of your finances is to do a budget. • To find growth and challenges for global market. Advantage Subsidy Assist: Consulting, management, gatekeeping, and resource kits for your subsidy programs Find out today how Workplace Options can help you enter a new era of workplace effectiveness. If you have investments, you will have to use a different app or piece of software to view them. This won’t be a full on review, but here are some highlights. Developed by a bunch of. You can even do this yourself with different apps or websites. New feature: adding attachments in the mobile apps. This includes bank accounts, investment accounts, loan accounts and credit cards. To get set up, we recommend first making sure that both accounts involved in the transfer are in PocketSmith. PocketSmith is a new web-based financial tool to help you predict cashflow. Besides, you enjoy several features including automatic live bank feeds made possible by PocketSmith’s connections to more than 12,000 institutions globally. You could create separate reports or comparative charts, or you could use slicers. The 23-year-old Australian Superannuation Specialist has tried just about every type of investment out there - from buying gold, to trading in penny stocks, and more recently, exchange-traded funds. You could create a budget. If you have investments, you will have to use a different app or piece of software to view them. Overview PocketSmith is a web-based financial planning and budgeting tool, developed by a team in New Zealand, whose services are provided to thousands of consumers in 190 different countries. QXF (Quicken Transfer Format) is a file format used to move data from one Quicken version to another. Avoid common startup mistakes. Organize your money in a calendar, remember bills, budget for the future and reduce debt. Online financial calculators, library of articles, and do-it-yourself tools to manage finances are also available. You can view and edit your transactions. The PocketSmith app consolidates all your accounts in one place, so you can have a full and complete picture of your money. ” Rather than viewing your transactions strictly as a ledger, the approach uses a calendar and tracks recurring expenses alongside one-time transactions to give you a better understand of your spending. This includes bank accounts, investment accounts, loan accounts and credit cards. PocketSmith tried to automatically recognize transfer transactions and added the transfer icon to a transaction even if it did not belong to a transfer category. Pocketsmith uses all of your financial information that you feed into it, including checking and savings accounts, credit cards, investments, spending patterns, and student loans in order to predict just how much money you will have at various points in the future based on your actual and scenario budgets. Show top sites Show top sites and my feed Show my feed. Create, store and share important documents that your loved ones might need. PocketSmith is a personal finance software app that enables you to view all of your financial accounts in one place. Consider whether you use possessions to lift your status?. It's online money management with cash flow forecasts as well as superb historical tracking. This page explains why you should read Part-Time Money and why the site exists. Avoid common startup mistakes. Pocketbook is a way that you can track where your money goes, while skipping on the elaborate task of categorising transactions. Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Bill tracking made e f fo rt less. There are 200+ professionals named Jason Leong, who use LinkedIn to exchange information, ideas, and opportunities. View Lance Wiggs’ profile on LinkedIn, the world's largest professional community. com, You Need a Budget app, preaches zero sum game approach, with every dollar assigned a ‘job’. Some personal finance software can help you master budgeting and expense tracking while others can help with investment portfolio management. Transfer transactions 🔄are special, so PocketSmith deals with them in a special way. PocketPals: Devin Northrup. start a fund to buy a second home/investment property by 2015(really the fund is started - but it only has $1 and obviously I want it to grow!) And to Pocketsmith, we extend our most. Is there a software tool that meets the following requirements:. Talk to the Bank with more experts in more places. The best personal finance software is easy to use and helps you improve your money management. The person that is attracted to investment strategies for lazy people is not necessarily a couch-potato. Securities in your account protected up to $500,000. PocketSmith connects to over 14,000 banks worldwide to automatically download and categorize transactions from your bank, credit card and loan accounts. 3 totally free personal finance apps you need to install today by PocketWise · December 28, 2017 In a world where Tinder and Snapchat filters and Pokemon GO (is anyone still playing that?) can be accessed on your phone with a casual flick of the finger, who really has time to be messing around with personal finance apps?. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. PocketSmith also breaks down your net worth in clear, easy to understand language. Here's how it will work: 1. Discussions relating to Australian Personal Finance, banking, investments, superannuation, insurance, and tax. Xero'ing in on your personal finances. Click here for a bit more info. Start saving today! See all your bank, credit card and loan accounts in one place. For details, please see www. Two expenses, eating out for $150 and grabbing coffee for $100, are added as events. We put this tool to the test in our PocketSmith review. Pocketsmith offers personal finance software to help you manage your budget and forecast your finances. In a nutshell, PocketSmith is a software tool that aims to help you keep track of your personal finance. Make better money choices. Total control of your money in four simple steps. I checked out PocketSmith a while back and it looks like it's just a yodlee backend with a few extra bells and whistles. Plus; get a free trial. PocketSmith’s Pricing. PocketSmith is a budgeting and personal finance software tool that allows you to take control of your money. Like Mint, Personal Capital is totally free to use and hence a direct competitor to it. manually entered transactions only), and there being no Android app. App of the month - Pocketsmith. Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Not only does the product aim to make it simple to view all of your financial assets and liabilities, but it also seeks to forecast your future spending habits. OK, I got Money to work under Windows 10. So instead of $10. Now you can set your occupation, answer a few questions about your work expenses and MoneyBrilliant will find all your transactions that might be allowable tax deductions. Please consider, among other important factors, your investment objectives, risk tolerance and Acorns pricing before investing. The reason being that when you are younger, the timeline for investment is longer and even with the usual risks in economic cycles, the longer time frames may result in a higher return. Anyone can have an investment portfolio, whether it is in shares, index funds, real estate, bonds, cash, peer to peer lending, or even cryptocurrency- if that's your thing. PocketSmith is a fully featured budgeting tool that leans on calendards and the idea of "event-based budgeting. Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. ” Rather than viewing your transactions strictly as a ledger, the approach uses a calendar and tracks recurring expenses alongside one-time transactions to give you a better understand of your spending. ClearCheckBook. Keep up the good work. Understand your money and its potential. PocketSmith So PocketSmith is actually a New Zealand company, but they do have coverage and offerings in Australia, so I wanted to put it here. Short term investments are taxed at your regular income rate. Organize your money in a calendar, and forecast your future bank. Choosing the best personal finance software is based on your current financial needs. If I have a PocketSmith coupon or deal to offer you, you'll see it here. Nothing here is licensed personal financial advice. FREE alternatives for PocketSmith ? PocketSmith is an online calendar-based personal financial application/budget system. 95 PocketSmith Premium 1 year Subscription worth the investment. Mint is the free money manager and financial tracker app from the makers of TurboTax® that does it all. Personal Capital doesn't have the forecasting feature but does have a lot of options for analyzing your spending and saving. PocketSmith is online money management software that's used over 200 countries. How did you learn about investing? Absolutely self-taught after being unable to find any credible and legible advice aimed at me. All I want to do is track expenses. • To find growth and challenges for global market. Keep up the good work. Jul 10, 2019 (marketresearchupdates. Welcome FMF newsletter readers! Here's a chance for you to win a PocketSmith Premium account for one year (note: there are three accounts up for grabs this month). Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. Plus; get a free trial. See the complete profile on LinkedIn and discover Regan’s connections and jobs at similar companies. Pocketsmith however does not support getting my credit cards feeds automatically. Dunedin Start-up Pitches In to Improve Quality of Life for Millions of Employees Worldwide Dunedin, 14 May 2009 – Dunedin tech start-up PocketSmith has partnered with industry leaders to improve. PocketSmith also breaks down your net worth in clear, easy to understand language. When Quicken first launched in 1983, personal finance nerds everywhere were overjoyed. To get set up, we recommend first making sure that both accounts involved in the transfer are in PocketSmith. Pocketsmith, a new budgeting software program, was created in June of 2008 with a vision to improve the way we handle our money. The biggest drawback of Pocketsmith is that you cannot use it for investment tracking. You’re years from that magical age 59-1/2 when the IRS would stop penalizing you 10% for an early withdrawal, but you’re itching to get at your IRA nest egg. Berwyn, PA 1000 Chesterbrook Blvd #135 Berwyn, PA 19312. Information on valuation, funding, cap tables, investors, and executives for PocketSmith. If you want to get a better handle on your money, PocketSmith might be for you. Apply the PocketSmith Coupon Codes before final payment to be done. Get PocketSmith Premium for 2 months at HALF PRICEStep 1: Visit PocketSmith using this linkStep 2: Set up a free accountStep 3: Go to Settings > Subscriptions >. A budget shows you if you are spending more or less than you can afford. Personal Capital. Consider whether you use possessions to lift your status?. It allows you to forecast your cash flow based on upcoming income and expenses, and you can see your forecast-ed account from day to day, making it easy to pinpoint furue deficiencies. Flexible Budgeting - you can break down your budget into specific expenses, expense categories or time frames and this makes it easier to review things. If you've suffered huge financial blows due to lack of organization and planning in your finances it might be a totally worthwhile investment to help you get back on track. com via COMTEX) -- "Market Synopsis: Personal finance software helps to manage credit cards, investments, bank accounts,. ) (We'd call that a solid investment. And Pocketsmith is offering readers of Passive Income NZ 50% off the PocketSmith Premium Monthly plan for the first two months. PocketSmith tracks your spending, builds a budget and shows your upcoming bills in a calendar view. Redwood City, CA 3600 Bridge Parkway, Suite 200 Redwood City, CA 94065 Tel: +1 650 980 3600. com main page is 985. I tried importing an OFX file to update my bank accounts and the program crashes. Don’t just forget about your investments, check-in once in a while. It has the capability to manage payrolls and. 12 Best Personal Expense Management Software in July 2019. I now have a young family, property investments, work and all kinds of spending. it helps you maintain a focus on cash flow forecasts. You can create a PocketSmith account online with your name and email address. Keep up the good work. If you've suffered huge financial blows due to lack of organization and planning in your finances it might be a totally worthwhile investment to help you get back on track. Their inspiring stories have strengthened PocketSmith's resolve to provide the best possible assistance that PocketSmith can in order to see help them succeed. The list of alternatives was updated Aug 2019. “PocketSmith is the comprehensive personal finance app with cashflow forecasting. It helps you to have control over your bank accounts, loan accounts, investment accounts and also credit cards. PocketSmith is web-based finance software that enables its users to manage their budgets and forecast their finances. alternative investments, Bitcoin, Gold, In the news As Bitcoin Soars to New Highs, Ransom Ware Hijackers Hold the World's Computers Hostage for Bitcoin Payments This past week saw the world's most devastating and far-reaching cyber attack on computers across three quarters of the nations of the world (so far). Cryptoasset investment scams; How to avoid investment scams; How to avoid pension scams; Loan fee fraud; Money transfer scams; Online trading scams; Protect yourself from scams; Share, bond and boiler room scams. KiwiSaver providers generally describe their funds as being: Defensive (low risk). Breaking it down into categories like "What You Own" and "What You Owe" is brilliant. PocketSmith recognizes that, which is why it designed a comprehensive set of features to give you absolute control over your money. For Investment Tracking: Personal Capital. Get control over your money. While its competitors offered a free product, took in millions of dollars in investment, and focused on fast growth. Jason believes that Pocketsmith is well placed to become the centrepiece in a personal finance ecosystem. It allows you to take control of your money through forecasting, or showing you what. Back in the day, Quicken was "the bomb" when it came to money management. Home loan payments from accounts yes. 00 But their may be other 'costs' to the fund (rather than to unitholders) that impact on this, so only $200 is distributed as income to the unitholder. Envestnet | Yodlee’s data aggregation platform enables financial institutions, registered investment advisors, and FinTechs to help consumers achieve better financial outcomes through their innovative products and services. I am a proud affiliate of PocketSmith - a money management app that hooks into live bank feeds globally. PocketSmith is a financial app that will not only analyze your spending and saving, but it will forecast your finances up to 30 years in the future and allow you to craft what-if scenarios so you can see how specific actions will help or hurt you down the road. 95, or 44% off. If this sounds familiar, it is because there are many competing products in the industry that offer similar features. Personal Finance Software Market Size and Forecast to 2025 | Leading Key players - Quicken Inc. PocketSmith is online money. 3 totally free personal finance apps you need to install today by PocketWise · December 28, 2017 In a world where Tinder and Snapchat filters and Pokemon GO (is anyone still playing that?) can be accessed on your phone with a casual flick of the finger, who really has time to be messing around with personal finance apps?. You can even do this yourself with different apps or websites. Yati Labs is a true development partner whose mission is to design, build & inn. I then discovered Sharesight and I use it to track all of my investments now as their math is a lot better than my own! I also use PocketSmith to track my incomings and outgoings. Security answers provided at a previous logon are required to proceed. Not only does the product aim to make it simple to view all of your financial assets and liabilities, but it also seeks to forecast your future spending habits. I am satisfied that these companies have ceased to carry on business and there is no further reason for these companies to continue in existence or that no liquidator is acting. Electronic trading poses unique risk to investors. Pocketbook is Australia’s answer to Mint. On the whole, PocketSmith is a comprehensive application designed to assist you when planning budgets, create cash flow and net worth reports, as well as view a financial forecast for preparing ahead to accomplish your financial goals. One difference is PocketSmith's insistence on organic growth, Mr Leong says. It's usually far better than what you're on track to achieve alone. Mint does not offer some investment tracking options. Whereas my bank account balances are being continually updated automatically into PocketSmith, I update my investments manually on the last day of each month, which in turn gives me a total net worth figure. PocketSmith does more because it provides insights into the projected future cash flows. PocketSmith is online money management software that's used over 200 countries. Track all your bills on the go in Mint—from credit card and utility bills, to rent payments and the. PocketSmith is online money. Once you connect Pocketbook to your bank account ( scary at first ),. Pocketsmith however does not support getting my credit cards feeds automatically. Save Cancel Reset to default settings. OK, I got Money to work under Windows 10. Keep up the good work. We don't have enough data to visualize adoption by company size for PocketSmith. Talk to the Bank with more experts in more places. Although some helpful features require technical know-how, it doesn't entirely isolate those who are not so tech savvy. Investorjunkie. The only way I can recover is to delete Money, reinstall (SUNSET edition, BTW), and open my Money backup file. That’s good enough for me, especially that one of those countries is Israel, when my main account are. The First Home Buyer's Club has teamed up with Pocketsmith to provide a special discount for their financial assistant app. PocketSmith is a budgeting and personal finance software tool that allows you to take control of your money.