PocketSmith's Brand New Main Menu

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.

This blog post will outlines the recently released changes to the main menu, which should help you with the transition.

The PocketSmith Dashboard featuring the new main menu

The PocketSmith Dashboard featuring the new main menu

The topline PocketSmith features

Based on what PocketSmith is and what our users hit most frequently, we highlight four primary features: Dashboard, Transactions, Calendar and Budget. You can now get to the goods without having to go via a drop down. It also focusses new users on the features which serve the day-to-day PocketSmithers the best.

Topline PocketSmith features in the main menu

Topline PocketSmith features in the main menu

Do you want to be able to choose what four features are the main menu items? We’re considering making this section customizable, so please get in touch and let us know.

Reports and secondary features

To the right of these main feature buttons, a “Reports” drop down contains all of the reporting features of PocketSmith, which don’t relate to the management of any settings within PocketSmith.

Reporting features in the Reports menu

Reporting features in the Reports menu

Here you’ll find the Income and Expense report, Cashflows, Net Worth, Trends, the Digest and Timeline features.

Collating these (still important but less-used) features together in one Reports drop down takes the guesswork out of accessing these handy tools and lets you get on with what matters. Each menu item has a short description of the feature, to help those who are less familiar. We increased the size of the click area as well, so you can get to where you need to go quickly.

The Manage menu

This menu contains all the primary settings for PocketSmith. This is where you now go to manage the data that you have in the app, with Bank Feeds, Categories, and the Account Summary all being under the Manage menu from here on.

Data management menu items in the Manage menu

Data management menu items in the Manage menu

The Manage menu also gives you access to the Category Rules and Filters dialog, the Organize Accounts & Scenarios page, and the simple categorization page.

The rule of thumb we’ll be adhering to from here is that if you’re managing your data in PocketSmith — bank feeds, accounts, categories and so on — you’ll be able to find the page you are looking for under the Manage menu.

Notices, Help and Profile menus

On the right-hand side of the screen are menu items for Notices, Help and a new Profile menu.

In the old menu, the icon for Notices was a warning icon — we’ve now switched this to a regular notification bell, as it aligns more closely with what this menu will be used for in the future.

Next to this is the Help menu, which provides overall access to help and Learn Center resources for PocketSmith, as well as the per-page specific help items that existed in the old Help menu.

Finally is the new Profile drop down, which is where you’ll find all account-related settings that were previously jumbled into the old “Settings” menu item with the other bits that have now ended up under Manage. Within the Profile menu, you’ll have access to your User Preferences, Access Controller, Security and Connections settings, Messages, and also your Subscription management section. Any setting that relates to your account, and not your data in PocketSmith, will be found under the profile menu.

The new Profile menu dropdown

The new Profile menu dropdown

Quick reference guide

The below table lists out the location of old menu items if they’ve moved, and where they’ve been moved to. This reference may be useful in helping you make the transition between the old and new menus.

Feature Old Location New Location
Dashboard Dashboard Dashboard
Account Summary Accounts > Account Summary Manage > Account Summary
Bank Feeds Accounts > Bank Feeds Manage > Bank Feeds
Transactions Accounts > Transactions Transactions
Timeline Accounts > Timeline Reports > Timeline
Categorize items Accounts > Categorize items Manage > Categorize Transactions
Calendar Forecast > Calendar Calendar
Cashflows Forecast > Cashflows Reports > Cashflows
Budget Budget & Reports > Budget Budget
Trends Budget & Reports > Trends Reports > Trends
Net Worth Budget & Reports > Net Worth Reports > Net Worth
Income & Expense Budget & Reports > Income & Expense Reports > Income & Expense
Digest Budget & Reports > Digest Reports > Digest
Categories Settings > Categories Manage > Categories
Organize accounts & scenarios Settings > Organize accounts & scenarios Manage > Organize Accounts & Scenarios
Category rules, saved searches and filters Settings > Category rules, saved searches and filters Manage > Category Rules, Saved Searches and Filters
User preferences Settings > User preferences Profile menu > User preferences
Access control Settings > Access control Profile menu > Access control
Security & integrations Settings > Security & integrations Profile menu > Security & integrations
Subscription & billing Settings > Subscription & billing Profile menu > Subscription & billing
Messages Message menu (mail icon) Profile menu > Messages

Our intention for this new menu layout was multi-faceted — allow immediate access to most-used tools, provide logical groups for new features and settings to be housed, and give new users clearer steps to gain insight and understanding of the product. Alongside this, UI improvements to make features easier to understand and menu items more accessible (as well as just looking damn good) were a must.

We hope you love this change as much as we do, please let us know if you have any feedback!

James Wigglesworth profile image

James is the CTO and co-founder at PocketSmith. He loves tech from software to hardware to music, and is passionate about technology being a net-positive in people’s lives. He lives off-grid with two humans, two axolotls, two rabbits, one dog, and too many possums.

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