Connect your bank with PocketSmith and import your transactions automatically.
Keep track of your spending your way with categories, labels, and notes.
Track accounts from different countries and currencies at daily exchange rates.
PocketSmith was recommended by Xero as the only alternative to Xero Personal.
Create cash projections to see your daily bank balances up to 30 years into the future.
Plan your money in a calendar and see what you’re meant to have each day.
Test your decisions to see future outcomes and take uncertainty out of your planning.
Budget according to periods that are meaningful to you: daily, weekly, monthly and more.
Summarize the financial facts that matter to you, and see them in one place.
Keep track of what you own and what you owe. Add property, mortgages, loans and more.
See a report on how much you’ve earned and spent for any chosen date range.
A monthly breakdown of your historical and future financial activity.
We have worked through a number of issues around how we process multi-factor authentication security information received from the Bank Feed service. After the recent release of being able to add multiple logins at one bank, it was found that the existing processes resulted in a jarring experience. The multi-factor security information forms were often being hidden before they were able to be completed.
The updates involve reworking how we deal with expiry of multi-factor security information forms, but the most obvious front-end change is the prevention of over-reloading of a bank’s information in the Feeds overlay.
Now when security information is received, the form will be inserted into the Feeds overlay without reloading all bank information. In addition, the bank will also not be reloaded following a completed request from the Bank Feed service if there is currently a security information form available for completion - for example after a successful refresh of another login at the same bank.
In summary, security forms will now always remain on display if they need to be completed, and each additional form received will be added to the relevant area without reloading all bank information.