PocketSmith news

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

pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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
pocketsmith staff image
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.
pocketsmith staff image
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!
pocketsmith staff image
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
pocketsmith staff image
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 [email protected].
pocketsmith staff image
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
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
News: Platinum (XPT) and Palladium (XPD) has been added to our multi-currency support list, which now sit alongside other precious metal rates for Gold (XAU) and Silver (XAG). Our provider has reported that more crypto-currencies will also be added soon, to join existing support for Bitcoin (BTC). Stay tuned!
pocketsmith staff image
Update: The new PocketSmith user interface is now in beta! https://new.pocketsmith.com talks to your live PocketSmith data, meaning it can be used alongside the current version of the app.

As this is a beta, we do expect problems to crop up. Known issues are listed at http://psmth.to/mS. Please let us know if you strike any oddities, and we'll update the checklists on this Trello board as things progress.

This is phase one of the intended user interface changes. As priorities are confirmed based on feedback, we'll be expanding the above Trello board with Upcoming Enhancements for phase two. We'll be sharing our plans for the full rollout soon, but for the moment, please take things for a spin at https://new.pocketsmith.com!
pocketsmith staff image
Update: Progress is coming along great on the new user interface, thanks for your feedback everyone! Next week, you'll be able to start using the new UI with your live data, alongside the normal current interface. We've taken down the alpha server in preparation for this. More information soon, hope you have a great weekend!
pocketsmith staff image
Update: Back-end upgrades were performed today, which simplifies some internal data structures. No difference should be noticed for your accounts. If you notice anything out of the ordinary, please get in touch.
pocketsmith staff image
Bug fix: If you've ever hit back in PocketSmith and been greeted with a wall of javascript code, you'll be happy to know that this is now a thing of the past! This bug related to some caching quirks, and has now been resolved.
pocketsmith staff image
Downtime: Two hours downtime for scheduled maintenance and upgrades will occur at on Wednesday June 10 at 9 AM NZST / Tuesday June 9 at 5 PM EDT / 9 PM UTC. Back-end database upgrades are being performed to set up for the upcoming user interface release, and requires that application servers are taken offline. We expect the upgrades to take an estimated 2 hours.

Check Twitter for updates during the downtime at http://twitter.com/pocketsmith. Thanks for your patience!

Update: unfortunately things are taking longer than expected. Downtime has been extended by an hour, meaning we'll be back at 8pm EDT / 12pm NZST. Apologies for the delay!
pocketsmith staff image
Feature in beta: Lots of progress this week on the new user interface, many fixes and improvements! We've also updated the test database to be up-to-date with the main application as at 12am UTC / 12pm NZST today too, so you'll have your latest data to use in the new UI over the weekend.

Access the test server at https://2015-ui.pocketsmith.com, and view the known issues at http://psmth.to/3I. Remember that live feeds won't work, and changes made in the test environment will not reflect back onto the main application.
pocketsmith staff image
Update: Mint import is now a bit more forgiving if a file has been opened in Excel. Categories with both income and expense portions will show their transactions and data correctly in the Budgets page; previously only one would correctly show. We've also made credit card processing error messages much more descriptive too, with the full error response message from the provider now being shown.