Andrew Fisher

Yeah, let's just zoom in and focus on some key areas, right?

And I think with a tool like Pocketsmith, it's starting off with the spend tracking.

Let's get the bank feed set up, get your data in there, and then understand what are some of your goals, what are some of the problem areas that you've got, and then we can start building some dashboards to sort of really highlight those rather than trying to do it all at once.

I'll try not to do that to you today, Gemma.

Hopefully I won't sort of bring out that look on your face.

Right, so we set up, we created an investment account in Pocketsmith with a starting point.

We made an assumption on the investment return on that account and the monthly contributions that were required there.

So we set up...

the month that contribution as a monthly budget.

And now, you know, we can see projected out to, I think we're looking at five year timeframe, you know, what that's going to grow to in that time.

That's right, yeah.

So Christian will need to sort of get in there, say, once a month, ideally, because it's a pretty aggressive goal.

He won't want to lose sight of that.

But I think the beauty of it is that the workbook that you've got there is

It captures the goal, but then Pocketsmith with this dashboard actually operationalises it and it gives us an anchor where we can come back and check on progress towards that.

He made that pretty clear.

Yeah.

So you go in and have a look at your dashboard and then from your calendar, you can then go into that asset and update the balance or the value of that asset.

Yeah, so it's typically most, I think, investment accounts, they don't have that ability to take a bank feed, which brings in the balances automatically.

Absolutely.