Product changes

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

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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...
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Update: Since the launch of the Bank Feed service into beta, there has been an issue with the volume of "Pending" transactions for some banks. This meant that some accounts had transactions appear a number of times, with up to 3 duplicates in some cases. Read more...
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Feature in beta: We're delighted to be able to launch multi-factor authentication for the Bank Feed service into public beta! It has been very challenging to get to this stage, however the beta phase of Bank Feed service's handling of this extended authentication type is finally functioning and ready for release. Read more...
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New feature: The required changes and adjustments to the webcal export feature have been completed! This sees everyone able to access their Forecast Calendar data in external calendaring applications, such as Google Calendar, iCal on Mac OS X, Mozilla Sunbird and Microsoft Outlook. Read more...
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Update: A few bits of news in this piece - the last two weeks of pushing away means we now have progress reports on two core features and the release of an overhaul of a third. Onwards! Read more...
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Bug fix: An issue was identified where some accounts were not being identified by the bank feed service, particularly Loan accounts. This was due to inconsistencies we hadn't experienced before with the way that the accounts were being returned by the data provider. Read more...
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Update: We've implemented some updates relating to balances for actual transactions, adding new functionality and fixing a bug in the bank feed service. In summary: Read more...
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Update: An update has been made which allows you to choose to ignore the automatic categorization given by our Bank Feed data providers. Users and ourselves have found that the quality varies greatly, and for established users they are generally more of a hinderance than a help. Read more...
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New feature: Since the launch of PocketSmith v2, PDF invoices have not been available for paid-for accounts. Previously, simple invoices were provided for each subscription payment that was made against your account. Read more...
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Feature in beta: The PocketSmith Bank Feed service is now available to all New Zealand and US users on an upgraded plan! This beta service allows transaction data to be streamed from your bank straight into PocketSmith, using industry leader Yodlee's services to provide bank connectivity (). All you need to do to get searching is to click on the new "Feeds" button that appears on your "My Accounts" widget on the right-hand-side of the calendar and dashboards. Read more...
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Update: Following the release of PocketSmith v2, we temporarily removed iCal / Google Calendar exporting. Due to the completely new forecasting engine in v2, everything needed to be overhauled from the ground-up. Read more...
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Bug fix: We've deployed a patch for a bug which was identified in the Cashflows page, where the rows for both the income and expense parts of a transfer event would be mis-assigned to the wrong calendar. The issue was because the cashflow rows were always being assigned to the first calendar which had any forecast event with the same title in it. Read more...
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Update: The part of PocketSmith that deals with the reloading of your forecast has been re-built, based upon feedback. Some users have had intermittent communication problems with the third party notification service PocketSmith uses - when this happens, forecasts don't appear to ever reload as the internet browser never gets notified that the forecast reload is complete. Read more...
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Update: The PocketSmith Bank Feed service was updated today with a new method of detecting valid accounts from the information given by our data provider. Read more...