Product changes

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

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Update: We've just run the latest site updates from the data provider, which sees over 60 new institutions available to start syncing with. There were also a number of institutions which are made unavailable as a result of the updates. If your institution is included in this list, please get in touch with us and we'll be happy to request the reasoning behind the removal from the data provider. Read more...
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News: At the end of this week we're releasing version 2.5 of PocketSmith! This is a major revision of the application, and details of what is included in this upgrade can be found on the Roadmap. Read more...
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Downtime: The PocketSmith mobile and web applications will be unavailable for a maximum of one hour on the 18th / 19th of April 2013. Read more...
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Downtime: Update: services appear to have returned to normal. If you are experiencing any glitches or oddities with the bank feed service, please get in touch. Read more...
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New feature: Hope that you've all had a great start to the holidays! We've been working through the rebuild of a much-missed feature from PocketSmith version one - account updates sent via email. We're happy to announce that we've now released the new version of this feature, which is more flexible and extensive than before. Read on for details! Read more...
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Update: The year is quickly coming to a close, and we're happy to make some announcements as we head towards the holiday and Christmas period. Some important changes have been made to the Bank Feed service which we'll discuss below, as well as some enhancements to the Personal Summary. We'll also discuss one of our priorities for immediate development in the coming month as well. Read more...
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Update: Welcome to our first Product Blog post in 2 months! Though we've deployed a very large number of tweaks and fixes in the past 2 months, however there are a couple which warrant special mention - a new main Dashboard, and the release of calendar to account balance sync - an oft-request feature which has been in the works for months. Read more...
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Downtime: Update Monday 8th October 11am NZST: the problems have been resolved by the data provider and normal service has resumed. Thanks for your patience! Read more...
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Update: We're happy to announce the release of three new and oft-requested features! Transactions just got a lot more manageable for people whose transactions contain "junk" information (which is most of us), with two new tools available for bulk-management of transactions - both manually yourself in the app, and also automatically as they're received by PocketSmith. The Personal Summary has also been enhanced to show average spending and period information, providing more depth in analysis of spending trends over time. Read on for more information! Read more...
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Update: We're happy to announce that this coming Monday we're launching transaction filtering for PocketSmith. This allows for greater control over your transactions and merchants as they're received by PocketSmith, with specified actions (renaming, categorizing etc) being performed on transactions which match your specified search criteria (e.g. merchant name includes xxx, amount is more than yyy). This has been oft-requested since the earliest days of PocketSmith, and we're very confident that the long-awaited implementation has all the flexibilty required. Read more...
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Update: The last few weeks have been busy for us here at PocketSmith. We're currently finishing up an important and long-awaited feature which we will be releasing more information on soon. In the meantime we've a couple of smaller things to announce, with the introduction of better category controls for the Cashflows and Personal Summary sections and some user interface for PocketSmith mobile. Read on! Read more...
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Update: Exactly a month since our last update! There have been a fair number of changes during the past 4 weeks, and below is a quick-fire screenshot summary of them. Read more...
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New feature: We're pretty big fans of Google. Quite aside from search, we love their speedy browser Chrome and their nifty Web Store for web apps like ours (install our app here!). Read more...
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Update: We've made some significant improvements to the database server's response speeds over the past week, meaning you may notice that PocketSmith has become a bit snappier. On the whole, we're seeing between a 30% and 80% improvement for requests to the database from the application server. Read more...
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New feature: The option to accept pending transactions has been added to each institution in your feeds! This has been a long time coming, and means that if your institution features un-confirmed transactions you're able to make sure everything is always up-to-date. Read more...
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Update: We're happy to announce a number of interface updates to PocketSmith that should improve your experience overall. We focused on: Read more...
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Update: Hard to believe it has been a month since our last post! There have been major updates to the Personal Summary and the reliability of PocketSmith Mobile has been improved. We've got some other important updates being released over the next week as well, with user interface cleanups and setting up for some restructuring and streamlining of the app - we'll post here once these are live! Read more...
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Update: One feature which was lost with v2 of PocketSmith was the ability to see how much you spend on any particular category for any period. In the consolidation we did of the PocketSmith v1 comparison graphs into the unified one in v2, we lost this very valuable piece of functionality. We've now released a re-imagining of examining your spending for any time period, utilising the new budget history graphs of v2. Read more...
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Downtime: Our application servers will be taken offline to perform hardware upgrades this Sunday the 20th of May, at 9am UTC, 2am PST, 9pm NZST. We expect that there will be a total of 1 hour of downtime, with an allowance given for a total of 2 hours of downtime. Read more...
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Update: All PocketSmith users are now able to access the Alpha version of PocketSmith Mobile! After many, many requests, we're happy to be able to share this first cut of the new Mobile PocketSmith with you. Read more...
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Downtime: The main queued-job processor on the Bank Feed Service failed for 8 hours today. At 7:30am 18th April NZST / 3:30pm 17th April EDT an application job process ballooned in size, which resulted in monitoring software being shutdown, along with the job processors. Because the process monitoring software running on the server itself was down, this went unnoticed until this afternoon. Read more...
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Update: Updates have been deployed to both the Bank Feed service and PocketSmith, improving the way transaction signs are dealt with (i.e. positive and negative values). In addition, a problem with returning all transaction set when selecting "Clear account from first transaction?" option in the Feeds overlay has also been resolved. Read more...
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Update: We have worked through a number of issues around how we process multi-factor authentication security information received from the Bank Feed service. After the recent release of being able to add multiple logins at one bank, it was found that the existing processes resulted in a jarring experience. The multi-factor security information forms were often being hidden before they were able to be completed. Read more...
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Update: Some minor changes have been deployed which affect how alerts display on the Dashboard, and how the scenario minimum balance functions. In addition, a time zone bug was identified and fixed with the displaying of the budget event period start and end dates. Read more...
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Update: A number of updates have been deployed in the past few days. Firstly, the Bank Feed service now accepts multiple logins at one financial institution, and has had some login form handling tweaked. In addition, we've started to include relevant links to the PocketSmith Wiki within the parts of the application. Read more...
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Update: We have further enhanced multi-factor authentication in the Bank Feed service, and image-based security information is processed correctly. Read more...
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Update: An issue was identified which led to the incorrect representation of forecast events with complicated repeat patterns in the Personal Summary. Read more...
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Update: An issue was identified with how Loan accounts were being displayed in the Bank Feed service. If loan accounts were to appear, there would generally only be one, and account numbers were showing to be incorrect. Read more...
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Update: Updates have been performed on the Bank Feed service which has enhanced the reliability of credential checking for complex login forms. Institutions and banks with more advanced login forms that may have failed previously will now be able to be successfully added to the Bank Feed service. Read more...
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Bug fix: Updates have just been deployed which fix an issue with balance calculations for Transaction Accounts, with symptoms being particularly prevalent with newer accounts with few transactions. The issue was also more apparent when transactions were added to the account manually. Read more...