Andrew Fisher
๐ค SpeakerAppearances Over Time
Podcast Appearances
So I always try and focus on automating the categorization of transactions as much as possible.
So there's tools within the product to do that.
So you certainly want to get as much of that automated as possible.
Then it's a matter of just checking in
I try to look on a weekly basis just to categorise the transactions that have slipped through.
So that might be sort of 10 minutes.
Sometimes I don't do it all month and I'll do it as part of my monthly check-in.
I do because some of the descriptions that end up on your bank statements, it's like,
Who was that?
Yeah, I don't remember.
What was that business like?
Yeah, I don't think we put a security category in there, did we?
No.
Livestock.
So they can have a look at my website.
It's andrewfisher.com.au.
Also on the Pocketsmith website, they have a coaching directory.
They'll find my details there and they can book an intro call and we can have a chat and see where you are and how I can help.
Thank you.