The new page for all your accounts and live bank feeds, organized by institution.
Watch the overview video (1:16)
Your accounts are now organized into tabs, which are available on the Calendar, Merchants and Bank Statements pages.
Accounts and forecasts now combined
No more managing forecasts separately. Forecasts can now be assigned to specific accounts.
'Calendars' are now Scenarios
An account can have multiple scenarios, and you can move scenarios to and from other accounts. Watch the overview video (1:18)
j More informationThe new version of PocketSmith focuses on Accounts, and each of your Accounts now comes with a Scenario that contains its cash projections.
Assign multiple Scenarios to an Account, and group multiple Accounts under one Scenario.
l Preview and testWe're testing and refining these features on our test server. Come check it out, help us find bugs, and give us feedback!
= Migrating your accountWhen the Account Summary upgrade is activated, PocketSmith will ask you to fill in these details when you sign in.
Confirm that Live Feed accounts that already have institutions, and add institutions to accounts that don't have them.
If you have linked account balances to your calendars, PocketSmith will merge the two into one account. Unlinked calendars are kept on as scenarios that you can later move between accounts.
Accounts organized by institution
Work with your accounts and live feeds by their bank.
Easily get to your transactions
Click on the account name to go directly to its transactions.
Quick month views
Jump back and forward in time to track running balances and income/expense
Live feed updates
See live feed statuses and manage your credentials
Income vs expense for the month
Make sure that you're earning more than you're spending.