Product changes

We're constantly improving PocketSmith.
Check out our recent updates here.

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Update: As part of Safe Balance going into beta, we've enhanced the Forecast Start adjustment information modal window. Now when you click on the Forecast Start events in the calendar, you'll be shown a graph which clearly illustrates the Forecast Start changes, instead of only text information.
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Feature in beta: We're pleased to announce the beta of the Safe Balance feature! This optionally adjusts your balances to account for planned income and expenses, so you can see how much money you really have available, learn more here!
Brief overview of Safe Balance
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Feature in beta: The new categorisation interface is now in beta! Focus on your new items one card at a time. Write memories, make rules, and send them zipping off the pile. So easy!

For more details, check out the knowledge base article.
New categorisation interface in beta
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New feature: We've introduced a handle to the left of each category row on the Categories page, making it easier to reorder categories. Works great on tablets too! We've a lot of updates coming soon, please stay tuned!
Drag handle on categories page
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Feature in beta: The PocketSmith companion mobile app is now in public beta, which means it's available for everyone to download and test. The app is available for iOS and Android, and will let you quickly categorize transactions and view your account balances. You can also view and edit transactions. Learn more on the mobile landing page.
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Feature in beta: We’re beta-testing the new Digest, which gives you simple, key insights into how you're doing with your money. Choose to see present and historical reports by week, month or year! To activate this report, become a beta tester via Beta settings, and then view it from the "Budgets & Reports" menu. Please let us know your thoughts!
Introducing your PocketSmith Digest
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New feature: Now you can choose to review transactions as they're received by PocketSmith! Review all new transactions, live feed categorized, or rule categorized transactions. Head to Settings > User Preferences > Transaction Reviewing to set it up!

For more details, check out the knowledge base article

Transaction Reviewing in PocketSmith
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Update: We've released an update which stops live bank feed transactions that have been deleted from being reimported. Once deleted, transactions will not reappear unless an option under the individual "Account preferences" is unchecked. Read more on our knowledgebase here.
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Update: We've updated our support list for live bank feeds, and over 500 new institutions have been added across the US, United Kingdom, Australia and Spain. See all additions here.
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Update: A number of improvements to how Net Worth accounts work have been released today. We've introduced a new "purchase date" field, and have resolved a number of other quirks with how these accounts are managed and appear in the app. For a complete overview of what has changed, please see this article on our knowledgebase.
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New feature:
Now when you click on something that contains transactions (e.g. Dashboard pie chart and budgets, Calendar, Cashflows etc), you'll be shown them straight away in a pop-up, along with a link to jump off into the full Transactions view for the displayed transactions. Much quicker to see what is going on!

Transactions Popup
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News: The dust has settled on the release of the newer, speedier PocketSmith yesterday. We hope that you're finding things quicker to use - all metrics here are showing a huge improvement.
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News: We're launching a faster version of PocketSmith on Wednesday, October 14 at 1pm NZT, 12am UTC / Tuesday October 13 at 5pm PT, 7pm CT. Though no downtime is required for this launch, anyone using PocketSmith at the upgrade time will need to re-login again.

Please feel free to give the faster version a spin at https://faster.pocketsmith.com in the meantime!
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New feature:
New feature has been released, you can now upload multiple OFX or QIF files at the same time! This is great for getting set up, or updating all your non-live-feed accounts far faster than before. Find this under the "Add" menu in the Transactions page.

New improvements for PocketSmith's Calendar sidebar
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Feature in beta: Recently some back-end changes to make PocketSmith faster have been completed. We've now passed the internal testing stage, and are ready for you to give things a test! Check it out at https://faster.pocketsmith.com - we hope that things feel snappier. Please report any issues that you notice to us at help@pocketsmith.com.
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New feature:
The Calendar now offers more flexibility for viewing your accounts and scenarios! A panel can be activated from the sidebar, which features toggles for individual accounts and scenarios. This is especially useful for grouped accounts, and also resolves all issues around referencing another account from Net Worth assets too.

New improvements for PocketSmith's Calendar sidebar
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Update: We've changed the Calendar sidebar to make scenarios easier to access from an account. This paves the way for making Net Worth accounts work better within the sidebar. Just click the vertical dots next to each account in the sidebar to select which scenarios you'd like displayed.
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Update: The net worth graphs in PocketSmith have been updated to convert foreign currency amounts into your native base currency! This is featured on all combined balance graphs throughout the app.
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Feature in beta: Today we’re launching the much-anticipated PocketSmith API into beta, allowing developers to build awesome apps on top of PocketSmith. Register as a developer and take a squiz at the documentation over at the new developer centre.
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Update: Selected dates are now persisted in the Earning & Spending pie chart widget on the Dashboard. When you log in to PocketSmith now, the date range shown in the pie chart should span the same period that was previously set.
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Update: This is one for those people who upload their transaction files. When uploading a file, You can now choose to "Leave overlapping transactions out", as well as the old "Replace existing transactions with overlaps" option. More info at http://psmth.to/IU
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Update: The balance / Net Worth graph that appears throughout the application will now have its Y-axis automatically scale to the data being viewed. The upper bound will always display the maximum value of the data shown, and the lower will show the minimum.
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New feature: We're delighted to release a major update to the application, which features a ton of usability updates and improvements. Read about what's new, and also take a look at the older versions of PocketSmith's design.
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News: Tomorrow we'll be launching the new user interface, alongside our new website! We're currently aiming for around 11am NZST. While no downtime is required, you will need to log in again after the switch. More information tomorrow!

If you want another look before launch, head to https://new.pocketsmith.com.
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Update: We've fixed the ordering of accounts in the Account Summary. Within their own account types, each account will now respect the order given to them on the Organize Accounts & Scenarios page.
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Bug fix: Previously, current budgets in the account update email didn't include refunds in the budget calculations. This bug has now been fixed, bringing the update emails in line with the rest of the application.

Don't have account update emails set up yet? Learn more about them here.
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Update: Small change on the main app: labels are now included in the "Export All Transactions to CSV" option (Settings > User Preferences > Export data). Some bugfixes for deleting transfer budgets have also been released. All development items are also completed for the beta of the new user interface! We're now in the final stages of testing on this side, join us at https://new.pocketsmith.com.
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Update: The new user interface beta is nearing its end! Many improvements have been launched this week, log in at https://new.pocketsmith.com to check them out as we gear up for launch.
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New feature: We've updated our Xero integration so that your connection is no longer limited to 30 minutes. In fact, you will remain connected to your Xero organisation until such time as you disconnect from your Xero preferences.
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Bug fix: We've fixed Account Summary graph display for secondary accounts (those which belong to a group). The full grouped account graph data (with forecast) will appear on the "All institutions" and "Grouped accounts" tabs. Each account that is part of a group will display their own separate historical balances in their institution tab.