PocketSmith news

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

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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...
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New feature: We’ve built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users. Read more...
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Update: We've introduced a couple of highly requested features to Transactions this week. But before we get into that, we'd like to point you to our development roadmap on Trello: Read more...
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New feature: Happy to announce that a long-in-development enhancement has been released! This update changes the way that PocketSmith deals with current balances, and dramatically improves accuracy and recency of your balance information. Finally, PocketSmith can use the native balances given by the data provider as your current balance! Read more...
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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...