PocketSmith news

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

pocketsmith staff image
Update: The "Uncategorized" row can now be hidden from the Cashflows page, as if it were a normal category on that page. Also, a bug fix was released for annual repeating budgets, which were previously slipping back a day when repeating over a leap year.
pocketsmith staff image
Bug fix: Quirks in actual balance display for net worth accounts have been fixed. The balance line graph was previously incorrect when the net worth account started after the graph. Also, historical actual net worth balances were stuck at zero when the calendar was in "Show actuals in history" mode.
pocketsmith staff image
Update: We've updated the new fuzzy live feed search to be a bit smarter. Results with an exact match will now appear at the top of the list, with fuzzy results afterwards. This makes it quicker to find your institution. Big work continues in other areas, more updates soon!
pocketsmith staff image
Update: Now when you categorise transactions from Bank Statements, your current search will be reloaded afterwards. So if you're working through "uncategorised" transactions for example, the newly categorised transactions will disappear once processed, streamlining the process.
pocketsmith staff image
Update: We've updated our Google login to a new authentication standard. Don't worry, you'll log in just like before—all changes are in the background to help set us up for the future. We'll also now send you a confirmation email if you change your email address, so you'll know you've entered it correctly and we can still get in touch.
pocketsmith staff image
Update: Cashflows now features an "Uncategorized" row in each section, summing all transactions without a category. Searching for bank feeds is now fuzzy, meaning exact search terms aren't needed to find an institution. We've also fixed the XLSX transaction export for Numbers for Mac, as previously some columns would not appear at all.
pocketsmith staff image
Update: The Bulk Actions window now uses the same controls as everywhere else now, meaning you can now un-categorise transactions in bulk from here too. Also, updating a category now triggers required account reloading, resolving some oddities that could occur after editing a budget's category.
pocketsmith staff image
Update: Online shopping sites are now available as live feeds. These include previously discontinued sites: Gap.com, Banana Republic, Walmart and Amazon (UK).
pocketsmith staff image
Bug fix: Yodlee occasionally displays incorrect transaction dates, sometimes with future dates. This can cause recent transactions to not be found by PocketSmith. We've now fixed this, and incorrect future transaction dates will no longer affect finding recent bank feed transactions.
pocketsmith staff image
Incident: 15:18 NZST - Errors are occurring on connection attempts between our live bank feed application and Yodlee. This is causing the live bank feed service in PocketSmith to work intermittently, with unexpected behaviour when attempting to add new credentials or perform a live feed update.

20:39 NZST - Yodlee have performed fixes on their end, and errors are no longer occurring. Everything appears to be normal, but we'll continue monitoring.
pocketsmith staff image
Update: We've upgraded the Calendar in preparation for the new UI. Most of the changes are under the hood, but you'll notice a difference in the way balances are depicted.
pocketsmith staff image
Bug fix: Account forecast data will now be reloaded correctly when a category has a budget added, edited or removed from the Budgets page.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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.
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...
pocketsmith staff image
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...