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Feature Release: Dashboard, Persistent Login, Transfers in the Transactions Calendar

Tuesday, February 9th, 2010 by James

I’m very excited to present to you some new features and one small tweak. PocketSmith now has a Dashboard, the application login page has had an overhaul, we keep you logged in longer if you wish, and we’ve tweaked the way that transfers are represented in the Transaction Calendar.

PocketSmith Dashboard

We’ve always intended to have a dashboard – one area where you can get a top-down view of what is coming up, what is being spent, and how you are tracking against your budgets. It took a while to get there: the application has been evolving pretty rapidly, and the data we can show you has been changing too. With a stable feature set over the past 4 months, we decided to take the plunge.

This also solves a number of issues around the flow of PocketSmith. Previously, selecting what area to head to after login was needed, whereas a Dashboard means there is one solid consolidated area that people can go to. In keeping with the whole picture-thousand-words thing, here is the result (fresh from my personal account):

James' PocketSmith Dashboard. Isn't he trusting!

James' PocketSmith Dashboard. Isn't he trusting!

We’d love to hear what you think about the new Dashboard, get in touch with us at contact@pocketsmith.com, or even leave a note in the comments below.

This particular build has sparked off a massive amount of discussion between ourselves around how we display and process certain information in PocketSmith. As a result of this, we have some pretty awesome mockups that I am chomping at the bit to make reality. You’ll certainly hear more of this soon.

Cleaned Up Login Page

With the release of the Dashboard, we have been able to give the login page a spruce-up and strip-down to its bare necessities. We really like the new look, and find that logging into the application is a little bit more pleasurable now. There are some pretty nifty new animations in there, and we’ve also added in a few inspirational quotes into the login process as well. Have a quote you’d like to see in the mix? Just get in touch with us at contact@pocketsmith.com!

Out with the old...

Out with the old...


...in with the new!

...in with the new!

Persistent Login

Something else that has been added is the option to remain logged into PocketSmith if you so choose. This has been a long time coming, and we’re happy that we have been able to work around the technicals and deliver this to you. So if you select the “Remember me for 2 weeks” checkbox on the login page now, you will be remembered. If you return to a long-running session, you will be delivered to a loading page. This will load up your forecast balances and take you straight to your dashboard!

Transfers in the Transactions Calendar

Not so much a feature, but a tweak. Transactions which are assigned to a transfer Forecast Event are taken out of the straight income / expense totals in the transaction calendar now, and displayed in a separate area totaling your transfer transactions. Makes the numbers far more accurate in terms of what you have actually spent and earned.

Much more to come!

2010 is going to be a very large year. We have some great ideas, and some fantastic re-interpretations on how we currently display financial information. We’re going to be completing the two most requested features on Uservoice in the medium term, and releasing some exciting new ways of connecting your money to your life.

Stay tuned!

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