Product Update Blog (moved)

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

Yodlee Bank Feed Additions and Removals, July 2016

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Posted on by James

An update of our live bank feed support list has been performed. This has added support for 1671 new institutions added across a wide range of countries. There were 288 bank feed site deactivations as well, most of which were replaced with an alternative. Below is the full list of additions and removals.

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Yodlee Bank Feed Additions, November 2015

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Posted on by James

An update of our live bank feed support list has been performed, which introduces support for over 500 new institutions added across the US, United Kingdom, Australia and Spain. Below is a full list of all institutions that have been added.

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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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