Behind the budget
Behind the budget

Sumit's money journey

Sumit, a single dad from Lower Hutt, is focused on building a better financial future for his son. With BudgetBuddie, he’s gained visibility across his accounts, tracks spending with ease, and is shifting from passive investing to a more intentional, goal-driven approach to money.
June 6, 2025
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4 minute read

Tell us a bit about yourself

I'm a single dad living in Lower Hutt. I work full-time and have my son with me all the time. My goal is to provide him with a future free from financial difficulties, which is why I actively manage my finances.

What's your money story?

My goal is to achieve financial freedom. I used to be a passive investor, but that approach wasn't sufficient for me. So, I decided to adopt a more aggressive strategy. I conduct thorough research and ensure that I diversify my investments. Although having a single income makes it challenging to allocate funds, with careful planning, it's definitely possible. Additionally, I now invest funds for my son as well.

What drew you to BudgetBuddie?

I am looking for an app that provides insights into my spending and allows me to track my expenses using a budgeting feature. I want to monitor my spending to avoid overspending. One of the most appealing features is the automatic categorization of transactions, which makes the app more attractive to me. I don't want to spend my time manually adding and managing transactions.

How has BudgetBuddie changed the way you think about and manage your money?

Since I started using this app, I have gained better visibility into my finances and can access all my important accounts in one place. I can track my spending habits, which has made me aware of areas that need improvement. It's easy to see if I'm overspending and identify what I need to do to fix it.

What’s a money goal that really matters to you, and how is BudgetBuddie helping you work towards it?

Improve my savings. I am yet to achieve what I want as I am still not there yet. But I know this app can help with my goals

What would you say to someone thinking about using BudgetBuddie?

This app is for those who want to actively manage their finances.

Still need help? Get in touch.
Date:
June 6, 2025

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