Real budgeting no spreadsheets required
Dec 16, 2025•Channel
AI Analysis
Data from YouTube Data API v3•Updated Just now
Video Overview
Video Details
Published6 months ago
Duration1:08
Video IDkR5XbcgGUfw
Languageen
CategoryEducation
PrivacyPublic
Made for KidsNo
Video TypeYouTube Short
Performance Metrics
Views228
Likes3
Comments0
Engagement Rate1.32%
Likes per 100 views1.32
Comments per 1K views0.00
Video Tags
#pocketsmith#financial plan#cash flow tracking#budgeting#personal finance#household budgeting#expense tracking#financial planning nz#money management#budget software#lighthouse financial#inside a financial plan#pocketsmith onboarding#how to track cash flow#setting up a household budget#budgeting without spreadsheets#tracking income and expenses#using pocketsmith for financial planning#real life financial plan walkthrough#cash flow tools for financial goals
Description
In this episode of Inside a Financial Plan, Jess walks Rachel and Dion through a real PocketSmith onboarding, covering how to set up accounts, track cash flow, customise categories, and use clear insights to stay aligned with their financial plan over time
Listen now
https://youtu.be/nA-1BltRvw0?si=_MjPDFKiTEn9l9XU
This series is proudly sponsored by @pocketsmith 💜 Like Dion and Rachel, you can see how today’s choices shape tomorrow with PocketSmith. Plan your future with confidence and get 50% off your first two months via the link in the episode show notes.
The content of this post and podcast is the opinion of the hosts. It should not be treated as financial advice. Always consider your own personal situation and goals before making any financial decisions.