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

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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.

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What's your money story?

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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.

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What drew you to BudgetBuddie?

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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.

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

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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.

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

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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

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What would you say to someone thinking about using BudgetBuddie?

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

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

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