Product changes

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

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Bug fix: Account forecast data will now be reloaded correctly when a category has a budget added, edited or removed from the Budgets page.
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Update: The pie graph on Bank Statements now respects the search dates entered into the main search form by default. So, a date entered into the search form will be immediately reflected in the graph.
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Bug fix: Historical forecast and budget information is now being calculated when navigating backwards through the calendar, in "Show actuals in history" mode. Previously, calculations weren't triggered properly when in this mode, meaning required data wasn't available if "Show actuals" was turned off.
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New feature: PocketSmith's Advisor Access feature allows you to invite an advisor, friend or family member to access and manage your account without requiring your password. Learn more and see an example on our knowledge base: http://psmth.to/5Z
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Update: Splitting transactions now ensures that the sum of the split transaction amounts equals the original transaction amount. Prior to this change it was possible to inadvertently enter amounts that did not sum to the original transaction amount.
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Update: The Bank Statements view now displays pie charts first, so you can quickly see if you're earning more than you're spending. This can be changed to the traditional line chart by clicking on the 'Graph' menu option. PocketSmith will remember your preference for next time.
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New feature: Bank Statements now has a Tools dropdown within the toolbar, where you'll find two new options - Find duplicates and Find transfers, alongside the existing Bulk actions item. This allows you to quickly find any suspected transfers between accounts, and ferret out duplicate transactions much quicker.
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New feature: We have just released pie charts for the Bank Statements page. The pie chart shows a breakdown of your transactions into income and expenses initially, and then you can drill down to show transaction totals by parent categories and sub-categories. The new option is available under the "Graph" menu within the toolbar of Bank Statements. Read more...
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Downtime: We're performing some regular maintenance to PocketSmith's servers, which will mean we will be offline while this occurs. This will mean that all services will be unavailable for up to 2 hours on the 24th of February, 2015 (or, 23rd of February in the US). Read more...
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New feature: We have recently updated the graphs on the Bank Statements and Calendar pages, so that you can now easily zoom in on different date periods. Read more...
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Feature in beta: With the end of the year rapidly approaching and Christmas in just three days, we'd like take a moment to announce the beta release of multi-currency support in PocketSmith. Following years of planning and months of development, we've very excited to get this into your hands! Read more...
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Update: A quick product update as November comes to a close. We've got a number of bits of news about multi-currency, faster uncategorised transaction access, live feed site updates and more, wrapped up in a few paragraphs. Read more...
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Update: It's been 6 weeks since we launched the new Bank Statements page and search. The feature has been received extremely well, and it has also saved us significant amounts of time when finding transactions in using PocketSmith ourselves. Read more...
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New feature: We're happy to announce that after a long period of development and testing, the new Bank Statements search engine is ready to be released! It's a huge upgrade to our transaction search and management engine, and we can't wait to you all to be able to finally use it. Read more...
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Update: We have a few new things to announce in this post. We have released our new Net Worth feature and an Income & Expense report, to our users who have opted into the beta program. This will be released to all users shortly. We have also re-organised the menus and added a new toolbar for most pages. These design improvements are needed for the future features we have planned, and they also make an easier and consistent user experience. The last new update is the ability to label transactions. Labels allow the tagging of transactions across different categories. Read more...
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New feature: We've just stepped up login security for PocketSmith with a couple of key features! Firstly, two factor authentication has been introduced as an option for all PocketSmith accounts. Secondly, you're now able to view your login history into your account, so you can always spot any unexpected activity. There are also a range of other improvements released too, which we'll discuss below. Read more...
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Update: The store of supported live feed sites has been updated, and all new and updated sites are available now in PocketSmith. Over 2,300 new sites have been added to the database, and a further 1,400 were updated. A total of 159 sites were deactivated in this update. Read more...
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Incident: On Friday the 27th of June, we experienced about 90 minutes of unexpected downtime to fix an error in the way that transaction identifiers from our live feed data provider were being stored. After the fixes were applied, the live feed service was down for an additional 12 hours while transaction ID integrity was verified, and repaired where necessary. Read more...
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Incident: Update at 2.40am NZST: Live feeds are now back up and running. We'll be posting up a full breakdown of the incident soon. Thanks for your patience during the live feed downtime! Read more...
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News: In the last couple of weeks we have been working hard on improving PocketSmith. We are getting closer to releasing the updated 'Bank Statements' page and we have had some users help us in testing it. We have received some good feedback during testing which has really helped us. Do you want to give it a try as well? Find out how below. Read more...
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News: It has been a little while since our last product update post and we have a shiny new home for the update blog. We have been very busy over the last few months, with new team members, a new office and new features for PocketSmith. Read more...
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Incident: We take security very seriously at PocketSmith. On the 8th of April 2014 at 05:30am NZST (7th of April 2014, ~17:30 UTC), a major vulnerability dubbed "Heartbleed" was disclosed by researchers from Google and the Finnish security consulting group Codenomicon. Read more...
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Downtime: We're performing upgrades to PocketSmith's servers, which will mean that all services will be unavailable for up to 2 hours on the 26th of March, 2014. Read more...
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Update: Hope that 2014 is off to a great start for you all! Things have been crazy busy here at PocketSmith, and between looking for a great new person to join our team, to the roadmap we're making our way through, we've been able to push through a couple of important features. Read more...
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Feature in beta: It’s been a big month for us, and we’re very glad to have released the Account Summary to all our users as a beta feature. Your response has been very encouraging, and our thanks go out to our users who’ve been patient with us as we’ve fixed bugs arising from the upgrade. Read more...
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Update: We’re updating the way PocketSmith organizes your accounts and forecasts, with the aim to simplify and streamline your experience. Read more...
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Update: This week we've launched some improvements to forecasting in PocketSmith, and are also happy to be able to share some screenshots from the upcoming Account Summary. Read more...
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Update: We've introduced a few updates which should make importing and managing accounts within PocketSmith a bit more straightforward. Read more...
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Update: Everything went well tonight, and the application servers and services are running on new hardware. Read more...
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Update: New servers are now up and running, thanks for your patience! Read more...