Loans Canada Launches Free Credit Score Portal And Is Recognized As One Of Canada’s Top Growing Companies
Loans Canada is pleased to announce it placed No. 131 on the 2022 Report on Business ranking of Canada’s Top Growing Companies.
Everyone could use a little professional help in the personal finance department, but you don’t necessarily have to book an appointment with an actual financial advisor when there are tools like PocketSmith available. This personal finance app will make you feel as if you’re carrying your own personal finance expert with you everywhere you go so that you make the right financial decisions every time you open your wallet.
PocketSmith promises to help you better manage your money and organize your expenses in an easy-to-understand way that will provide you with a snapshot of your finances at any given moment. The app will help you identify how and where you spend your money. You can also create a financial plan that can help you get a handle on your spending while also helping you achieve your savings goals.
If a lack of financial planning and organization has gotten the better of you, a tool like PocketSmith can help. Let’s dig deeper into this personal finance app to see if it’s something that you can use to organize your personal finances and come up with a budget you can stick to.
Once you sign up with PocketSmith, you can connect all of your accounts – including investment accounts – to the app, after which the app will import both real-time and historical transactions. That way you can see what your financial profile looks like in one clear picture. The app allows you to label and categorize your spending as you see fit, and the many available tools will allow you to assess your current plan to help you make any changes necessary to improve your financial situation.
Here are the features of PocketSmith and how they can help:
PocketSmith is great for those who:
PocketSmith offers three plans: one free, and two paid:
All you need to do to create an account with PocketSmith is to choose the package you want, enter your email address, and choose a username and password. It only takes a few seconds.
After you’ve created an account, you’ll be taken to the dashboard where you will input your financial information. Otherwise, you can skip this step and go straight to the checklist to set up your account. A demo will be available that will show your current, past, and future net worth. An overview of your current financial profile will be shown, as will your active budgets, upcoming bills, and notifications.
You’ll go through a checklist that will help you link your bank accounts and categorize your first transactions.
|Fee||Basic plan: FreePremium plan: $9.95/month ($7.50 when paid annually)|
Super plan: $19.95 per month ($14.16 when paid annually)
|Sync bank accounts||Yes|
|Platform||Website browser or mobile|
|Compatibility||iOS, Android, desktop, laptop|
|Credit Score Monitoring||No|
|Personal Support||Contact form|
Yes, your data is secure when you use PocketSmith. The tool makes use of two-factor authentication, meaning you’ll need to take an extra step to verify your identity. This will make it much more difficult for hackers to access your data. After entering your password, you’ll then have to enter another code that will be sent to your mobile phone to access your account. This can help protect your sensitive financial data from theft.
Email notifications will also be sent to you and will provide you with updates on your account balances and receive reminders on upcoming bill payments.
To contact support, you’ll need to fill out and submit a contact form on the website.
If you’re not very good at managing and organizing your finances, then a tool like PocketSmith might be appropriate. While there is a slight cost to the premium account, PocketSmith can help you get a hold of your finances and get you back on track.
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