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Blog archive for September, 2009

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Add Transactions to PocketSmith on the go with Twitter and Text Messages

Monday, September 14th, 2009 by James

A new feature has just been released, for the people out there using Twitter. You can now add transactions to your PocketSmith account by direct messaging our special Twitter-robot-account, pstxt, via Twitter or your cellphone. (why ‘pstxt’? Could be ‘PocketSmith Transaction Tweet’, or ‘PocketSmith Text’. Either way, we like the five-letter thing.)

pocketsmith_twitter_blogUnder your “Preferences” section (link on the upper right hand side of the application)  you will now see a new menu item on the right – “Twitter Details” https://my.pocketsmith.com/preferences/twitter_details. This gives you instructions on how to get running, and has a button to connect up your Twitter account with your PocketSmith account in one click.

Anyway, here is a run-down. Takes about two minutes, maximum.

1) Follow ‘pstxt’ on Twitter. To do this, just send a Tweet with ‘follow pstxt’ in it, or click right here and then click send.

2) The robo-PocketSmith account will follow you back within a minute.

3) You will then be able to enter your transactions through sending a Direct Message to pstxt, in the format of:
D pstxt <amount> <payee>
So, for example, if you just spent $12.45 on lunch, you could send the following via Twitter:
D pstxt 12.45 lunch
Or be more descriptive:
D pstxt 12.45 Coffee and a Bagel

PocketSmith is pretty forgiving however, so you don’t need to remember the exact order above (although it isn’t too hard!). The main thing is that there is a space between the amount and the transaction description.

4) Direct messages are checked and added every minute. Even if your Twitter account has not been linked to your PocketSmith account yet, the tweets are stashed away in PocketSmith until you do.

5) Setting up the link between Twitter and PocketSmith is super-easy. Just go to the Twitter Details (”Preferences > Twitter Details”) page within PocketSmith (https://my.pocketsmith.com) and click on the “Connect with Twitter” button. This will take you to Twitter to authorise there, and then take you back to PocketSmith. The ONLY thing we do with the authorisation is retrieve your Twitter username.

6) And you are set up! Any direct messages sent by you to pstxt will show up in your transactions within a minute.

You can TXT / SMS your transactions in too!

Because you can tweet via text message, you can log your transactions via text message when you are out and about too! Twitter has a bunch of short-codes for a few countries, or an international number – but make sure you check out the SMS / TXT rates with your cellphone company before going made on these international numbers. Here is a quick run down of linking your phone to your Twitter account: http://twitter.zendesk.com/forums/10711/entries/14589 (I was going to re-write it here, but they do it best).

Then you can text your transactions by sending ‘D pstrn <amount> <payee>’ the relevant number from the below (these are the most up-to-date ones that we could find. Now includes New Zealand – yus!)

US: 40404
New Zealand: 8987
Canada: 21212
UK: 86444
Germany: +49 17 6888 50505
Sweden: +46 737 494222
All other countries: +44 762 4801423

And there you have it! Now you can log your actual transactions in PocketSmith quickly and easily from pretty much anywhere.

Social Media Guide: Engage a Community around a TweetUp

Monday, September 14th, 2009 by Francois

In early September 2009, the PocketSmith team was up in Auckland (first time the three of us were in AKL togther).  We had exactly 4 days and 3 nights to make the most of our time in the biggest city in New Zealand.  While we could have spent half of the money for the TUANZ ceremony awards ($270 per head!) cruising around Auckland in a stretch Hummer drinking champagne (as suggested by Jason) we ended up being really busy – catching up with people, meeting with potential partners and attending the ceremony on Thursday.

A week prior to our trip, I had the idea of organising a TweetUp in Auckland  - the idea was to get bunch of cool people together and provide them with a conformable space where they can mingle and meetup with the PocketSmith team! According to the Urban Dictionary, a TweetUp is “a group of friends on Twitter (social network) that are planning to meet up.” (the second definition being “a gathering of nerds attempting social contact, likely for the first time. Usually disintegrates into everyone running to the nearest computer to type to one another.” hilarious ;) ).  More seriously, a TweetUp is actually a networking event on steroids! Here is my “secrets” to get it right:

1) Organisation:

  • I personally use a (free) service called Twtvite, a very easy-to-use invitation service built for Twitter.  They have a large number of tweetups listed and make it easy to organising your own.  It also helps you to keep track of who intends to attend the event.  Don’t forget to use an appropriate hashtag, in that case we used #akltweetup, which made it really easy to follow what people where saying about this event in real-time (Twitter, I <3 you!)
  • Pick a nice venue – ideally, find a spot that has a separate drinking area. Not that you cannot socialise with people outside the TweetUp but proximity is key when people are meeting up for the first time!  This time, we organised it at Brooklyn Bar, 57 Lorne Street – friendly staff and free venue!  Also, make sure to plan for more people to show up than you think (hope), the reason being that the people you are inviting are generally really good at spreading the word (well, that’s the power of Twitter right? :)
  • Super-ideally, have a guess speaker + wifi. We had none of these but the event was definitely successful! It all comes down to people!  What makes such a event special is its “random” factor – everyone should be welcome ! Also, remember that you have to talk to the 16 year old kid with the same respect that you would show Seth Godin. (More on dos and don’ts in this great article by Stuart Foster).
  • Get names tags print out – these are great to break communication barriers! Plus if you are like me and your username is totally different from your real name (e.g. @kaedron), chances are that people would only recognise your Twitter name. Jason designed names tags in 5 minutes (he is awesome, check the new The Distiller website he recently re-designed in an hour!!!) and we got them printed out on the same day.

2) Promotion: Now that we got the basics covered, it is time to promote the event!

  • I started by leveraging my existing Twitter network. For example, both @audaciousgloop (Simon Young) and @bwagy (Ben Young) are active Twitter members in Auckland – I flicked them an email seeking support/advices and they immediately put me in touch with TweetUp “organisers” in Auckland, aka @lewisbostock @justinflitter. These two have been amazingly supportive, inviting their community of tweetpeeps to join the event.
  • Leverage on your connections’ collective wisdom and networks to create buzz and support for the event.  There is no need to be a Marketing / PR guru to promote a tweetup – ask your friends to help you out spreading the word by re-tweeting your invitations.  Invest a bit of time get the ball rolling and you will see exponential results (imagine friends of your friends re-tweeting!) With regards to this, I’d like to thank Paul @five15design who literally “pimped” the event from Dunedin (Eg: “five15design: sorry doing a little unashamed pimping for @kaedron and the #akltweetup http://twtvite.com/h74r8i he and @pocketsmith are organising.”) + Big Up to @michaelqtodd who supports Kiwi businesses from Japan!
  • Invite people, even if you don’t know them!  Twitter is a fantastic networking tool because you can talk directly to someone using 140 characters, meaning that you don’t have to spend hours introducing yourself before connecting with people! Obviously, be polite but also franc (funny is a bonus :) There are plenty of third-party apps that would help you to find Twitter users in a specific location: Twitter Search, TwitterLocal, Nearby Tweets, Twitter Grader, Geofollow… More about this in this article by Josh Catone.
  • Try to contact community leaders: I use a service called meetup to get in touch with local communities.  I am always informed when they organise regular meetings and I try my best to attend their events when I am in Auckland.  I recommend you to join the following groups in Auckland: the “Auckland Web Meetup” (@sponno) and the “Auckland Game Development Meetup” (@sknightly who joined us at the TweetUp, thanks mate!)
  • Tweet! Make sure you reply to everyone asking you questions via Twitter/email/texts – be professional! Remember that it is your event so be front and center to handle and address any concerns/problems that may arise. Also on the day of the event, act as a “facilitator” i.e. introduce new folks around.

TweetUps are a lot of fun – if you organise one, feel free to invite me!

Auckland TweetUp

@PatrickCavill: “#Akltweetup was a great night! Not use to being around people I don’t know (men in suits = intimidating) but thanx twitter for bridging the  gap”

Sources:

HOW TO: Organize a Successful Tweetup by Stuart Foster

How to plan for a tweetup; Your before, during and after to-do-list

10 Ways TO Create A Community Around Your Tweetup by Jade Craven

Local Tweets: 9 Ways to Find Twitter Users in Your Town by Josh Catone

Introducing the PocketSmith Mobile alpha for iPhone and Opera Mini

Friday, September 11th, 2009 by James

Many things have been happening around at PocketSmith HQ, however I’m going to let one of the other guys spread that news and discuss the journey (but here is a peek) and get on with explaining a new feature!

We have launched an Alpha version of an iPhone / mobile (with Opera Mini) interface for using PocketSmith. This is a first step down the road to having a full mobile application – but the first step is always important! We’ve focussed on getting a working version up and running, with a range of features based on your feedback.

How do I get access?

All you have to do to access the mobile version is point your mobile browser – Mobile Safari (iPhone) or Opera Mini – at http://my.pocketsmith.com, and you will be automatically taken to the mobile version.

The mobile version is tailored for both iPhone’s Mobile Safari as well as Opera Mini – meaning chances are you are able to get up and running on pretty much any phone from the last 3 years. I still use an old Nokia 6020 from 2005, and use Opera Mini 3 to access PocketSmith.

All you have to do is visit http://opera.mini.com from your mobile phone’s built in browser and follow the instructions from there.

What features?
The initial feature set includes a quick and easy way of adding manual transactions, viewing your upcoming forecast events for the week, and viewing your manual transactions. See a few screenshots below.

iPhone Login Screen

iPhone Login Screen

iPhone Menu

iPhone Menu

iPhone New Transaction

iPhone New Transaction

iPhone Transaction List

iPhone Transaction List

Opera Mini Login

Opera Mini Login

Opera Mini Menu

Opera Mini Menu

Opera Mini New Transaction

Opera Mini New Transaction

Opera Mini Transaction List

Opera Mini Transaction List

Now you can see why I really want an iPhone.

What’s missing?
The next step for the mobile version of the application is to get your log in to be persistent – at the moment you’ll have to log in each 30 minutes. We know this is a problem, and we are working on it!

Jump in!
So if you are on an iPhone, point the web browser to http://my.pocketsmith.com and have a tinker. And if you are running any other phone, grab Opera Mini (http://mini.opera.com) and then have a look. As always, we welcome your feedback!