Product Update Blog (moved)

This blog is no longer being posted to. View recent updates at the Product Changelog page.

New pie chart in Bank Statements page

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Posted on by Jayson

We have just released pie charts for the Bank Statements page. The pie chart shows a breakdown of your transactions into income and expenses initially, and then you can drill down to show transaction totals by parent categories and sub-categories. The new option is available under the "Graph" menu within the toolbar of Bank Statements.

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New zoomable graph

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Posted on by Jayson

We have recently updated the graphs on the Bank Statements and Calendar pages, so that you can now easily zoom in on different date periods.

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We present to you: multiple currency support. Seasons Greetings!

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Posted on by James

With the end of the year rapidly approaching and Christmas in just three days, we'd like take a moment to announce the beta release of multi-currency support in PocketSmith. Following years of planning and months of development, we've very excited to get this into your hands!

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Recent changes and live feed site support updates

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Posted on by James

A quick product update as November comes to a close. We've got a number of bits of news about multi-currency, faster uncategorised transaction access, live feed site updates and more, wrapped up in a few paragraphs.

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What we're working on now, and other recent releases

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Posted on by James

It's been 6 weeks since we launched the new Bank Statements page and search. The feature has been received extremely well, and it has also saved us significant amounts of time when finding transactions in using PocketSmith ourselves.

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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

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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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