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With the quality of large-language-model-based AI becoming more impressive and surprising every day, it's a good time for us to showcase a very early release of an AI Tasks feature we've been tinkering on for over a year.
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We're bringing a new meaning to the term "search party". Follow Rachel down a search function rabbit hole, where musings on the last time she got a haircut shows the many ways PocketSmith's Search Panel can help you find insights on your spending habits.
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Mint's user migration to Credit Karma will mean the loss of Budgets, a much-loved and well-used feature. Here are ten reasons why you'll find PocketSmith's Budgets feature familiar and how our advanced features give you more insight, options, control, and flexibility.
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With the recent announcement of Mint.com merging with Credit Karma — and with it dropping most of the key features that people loved — you might find yourself at a crossroads, searching for a robust alternative. PocketSmith is the home for your personal finances you're looking for, with tools to seamlessly transfer your transaction history, and a wealth of features which match and go far beyond what Mint.com offered. Let's see how all the pieces fit together!
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With Money Dashboard shutting its doors for good at the end of October 2023, we understand the need for a reliable platform to manage your finances. We warmly welcome you to transition your data over to PocketSmith, where all your accounts, transactions, and categories can be seamlessly imported. Dive into the world of PocketSmith and discover how you can embark on this new financial journey!
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In September 2022, we launched Consumer Data Right (CDR) open banking feeds, heralding a new age of sanctioned bank feeds for Australian users. Now that a year has passed, let's discuss some of the pitfalls we've discovered while onboarding users onto open banking feeds.
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We've got widgets for days, mate. From saved searches to Sankey diagrams, you can configure the data that matters to you and access it at a glance. Hear what PocketSmith widgets are Rachel's faves, and how she's using them on her range of personalized dashboards.
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We're pressing "pause" on how we've been serving people in Canada. The landscape for automatic bank feeds in the region has become untenable, and we cannot bear disappointing our customers anymore. So we're changing up how we do things in Canada, and the environment will need to change before things go back to how they were. Read on to understand what this means and what has prompted this change.
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With Basiq open banking feeds in Australia now fully launched, PocketSmith is as globally open banking-ready as possible in 2022. It's a very bright future ahead of us all with the new technology, but along with the upsides of open banking, there are some tales from the trenches too.
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We've made it easy for you to move from MoneyBrilliant to PocketSmith, bringing all your history with you. MoneyBrilliant are shutting down completely in December 2022 — so before that happens, grab your data export file and import it into PocketSmith to see why we're the best alternative to MoneyBrilliant!
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The march of progress is upon us! We're very happy to announce that we're currently integrating with new data provider Basiq in Australia. Through them, we'll be getting access to open banking feeds for all banks in Australia as they come online, and reliable traditional feeds in the interim.
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With the closure of Pocketbook in August 2022, we'd like to take a moment to discuss how to move your data into PocketSmith. Things are a bit different around here, but you'll be up and running in no time!
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Rollover budgeting can now be visualized in much more detail than before, providing a clear picture on the state of your budgets. Software engineer Mike runs us through the new improvements to PocketSmith's rollover budgeting feature.
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Recent changes to the CCCFA legislation in New Zealand have made borrowing more difficult, and it mirrors a tightening of the mortgage market worldwide. See how you can use PocketSmith’s tools to reduce the stress and increase the success of your mortgage application.
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While reflecting on the changes released during 2021, we ended up striking upon a couple of new features that will make a lot of users' lives easier. Read on for details on how you can now perform math operations in key number fields in the application, and also filter through your financial events in the Calendar. But first, a quick recap.
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PocketSmith has a new main menu! Topline features are just a single click away, and organization of key secondary features and settings into menu groups makes everything more accessible. Check out the intuitive design and let us know your thoughts.
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You can now automatically track balances over time for non-transactional accounts! Build a rich balance history for accounts without typical transactions, like passive investments, to give you deeper insights into your money. Check out how you can enable this new setting for each account (tl;dr: Account Summary > Manage Account > Other settings > Track balance changes).
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After months of testing with a wonderful group of users, we're happy to announce that Data Connections is ready for primetime. It's time for you to dive in and experience the upgrade first-hand!
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We're excited to announce the introduction of a new data partner — Akahu — on the Data Connections system. This has been expedited specifically for users who bank with ASB, and you can establish a connection to ASB via Akahu right now. The ability to connect to other New Zealand financial institutions via Akahu is coming soon.
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We're delighted to announce that we've reached the next stage of PocketSmith Data Connections. Users who are keen to get started early with the new system can dive right in. Read on for more information!
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Having a side hustle can be profitable, rewarding and actually pretty fun. But the financial admin that goes along with it? Not so much. Jason guides us through managing your side hustle finances in PocketSmith, so you can concentrate on making your side gig a success.
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In this blog post, we examine the past, present, and future of this lynchpin reporting feature in PocketSmith. It's been a bit of a journey; join us!
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One of the household manager’s biggest challenges is filing and retrieving things. Warranties, invoices, receipts, insurance policies, instruction manuals. Where are they when you need them? And what happens if a family member needs a document when you’re not around? In this article, Dora shares three ways to use PocketSmith’s Attachments feature to create order from chaos.
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If you’re one of many global citizens required to file an FBAR, you’ve probably lost many hours to spreadsheets and cursing. Fret not, for we’re about to show you how to use PocketSmith’s nifty features to make the process straightforward - no expletives necessary!
