Courses & Resources
Learn the tools, systems, and habits that help you feel calm, confident, and in control of your money.
PocketSmith Online Course
(Self-Paced)
If you’re ready to get PocketSmith set up properly - without guessing, Googling, or feeling overwhelmed - this self‑paced course gives you everything you need.
Inside the 3‑module PocketSmith Course, you’ll learn how to:
• Build a clean, simple category structure
• Create budgets that reflect your real spending
• Understand your Income & Expense Statement
• Use Trends, Reports, and Forecasts
• Fix common issues like mismatched transfers, duplicates, and rollovers
• Use PocketSmith confidently day‑to‑day
You’ll get:
• Short, clear video lessons
• Step‑by‑step walkthroughs
• Real examples and demonstrations
• A clean, organised PocketSmith setup that saves time and reduces stress
Join the Skool Community
If you want ongoing help and a place to ask questions, my Skool community is a warm, supportive space for people learning PocketSmith.
Inside the community, you can:
• Ask questions
• Get troubleshooting help
• Share your progress
• Learn from others
• Stay updated with new tutorials and tips
YouTube Tutorials
If you want quick, bite‑sized help, I’ve created simple tutorials that walk you through the most important PocketSmith features.
Topics include:
• Category setup
• Transfers
• Income & Expense
• Trends
• Forecasting
• Fixing common mistakes
