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Net worth in beta, updated menu, new toolbar and labelling

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Posted on by Jayson

We have a few new things to announce in this post. We have released our new Net Worth feature and an Income & Expense report, to our users who have opted into the beta program. This will be released to all users shortly. We have also re-organised the menus and added a new toolbar for most pages. These design improvements are needed for the future features we have planned, and they also make an easier and consistent user experience. The last new update is the ability to label transactions. Labels allow the tagging of transactions across different categories.

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Two factor authentication, show original merchant name and other updates

Abae3652b016a3017e654dd3c8210c78
Posted on by Jayson

We've just stepped up login security for PocketSmith with a couple of key features! Firstly, two factor authentication has been introduced as an option for all PocketSmith accounts. Secondly, you're now able to view your login history into your account, so you can always spot any unexpected activity. There are also a range of other improvements released too, which we'll discuss below.

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Live bank feed site support updates, July 2014

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Posted on by James

The store of supported live feed sites has been updated, and all new and updated sites are available now in PocketSmith. Over 2,300 new sites have been added to the database, and a further 1,400 were updated. A total of 159 sites were deactivated in this update.

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Breakdown of Application and Live Feed Downtime on 27th June 2014

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Posted on by James

On Friday the 27th of June, we experienced about 90 minutes of unexpected downtime to fix an error in the way that transaction identifiers from our live feed data provider were being stored. After the fixes were applied, the live feed service was down for an additional 12 hours while transaction ID integrity was verified, and repaired where necessary.

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