Get more out of PocketSmith, sooner
I help you set up PocketSmith so you can clearly understand your spending, plan ahead, and make confident financial decisions.
20-minute Google Meet • Complimentary • No preparation required
Getting started can feel unclear
PocketSmith is a powerful and flexible tool – which means there are a lot of ways to set it up.
Without a clear approach, it can be hard to know where to begin, how to organise your categories, or how to get reports that actually make sense.
Most people figure it out over time – but the path to a setup that works can be slower than it needs to be.
That's where I help
I help you get set up in a way that reflects how you actually manage money.
Instead of working it out as you go, you get a setup that is consistent, reliable, and useful from the start.
The focus isn’t on adding more – it’s on getting the fundamentals right.
What you get
A well-structured setup gives you:
- A category structure and rules that fit your spending
- Numbers you can trust
- Dashboards that show what matters
- Confidence in your decisions
How I can help
Cash Flow Review
Connect your bank accounts to PocketSmith, then review where your money is going and how things look today.
PocketSmith Setup
Set up your categories, rules, and reports in PocketSmith properly from the start — so everything works the way it should.
Planning Ahead
Use PocketSmith to look ahead — so you know where you’re heading.
System Tune Up
Review and fine tune your PocketSmith setup so it continues to work as your situation changes.
See how I work
I recently joined Rask’s Australian Finance Podcast with Gemma Mitchell, and shared how I use PocketSmith — and why it’s more than just a budgeting tool.
If you’re thinking about moving from spreadsheets, this shows what that transition looks like in practice.
- Move beyond tracking spending
- Build a system that fits your habits
- Connect your accounts and automate your data
- Use forecasts to plan ahead
Ready to get clarity on your money?
A Cash Flow Review is a simple way to see where things stand.
About Andrew
I’m Andrew Fisher, a PocketSmith coach based in Melbourne, Australia.
With a background in finance systems and consulting, I’ve helped businesses structure data and build systems that work in practice.
I bring that same approach to PocketSmith — setting things up so they’re simple, reliable, and actually useful.
Most people don’t need a better tool — they need a better setup. That’s where I help.
Let’s make your money clearer
If you’re not sure where to start, that’s completely normal.
Book a free 20 minute call and we’ll talk through your situation and what might help.
- No prep required
- No pressure or commitment
- Just a practical conversation