We’ve introduced a new provider for feeds: Navexa. When you connect your Navexa feed, you’re able to see the balance of each portfolio in PocketSmith. As its value changes overtime you can view the impact of your holdings on your overall Net Worth.
The integration is live now - just head to https://my.pocketsmith.com/feeds/new?search=Navexa to add it. If you don’t already have a Navexa account, be sure to check out https://www.navexa.com if you’re an investor who wants to track your whole portfolio in one place.
If you pay a bill early, PocketSmith will state that a bill is overdue - because it doesn’t detect a transaction within the period between when the bill appears in the Calendar, and the next occurrence of the bill. Until now, fixing this required making manual edits to your bills in the Calendar, moving the bill so that the corresponding transaction falls within the bill period.
Now however, fixing up bills of this type takes just a couple of clicks. The bills analysis popup now has a “fix this bill” button appear when a bill is overdue, and clicking this will take you through a simple process to locate and assign an early bill payment.
Adding manual transactions in the future is not recommended with PocketSmith - it’s always best to use budgets to plan for future spending. So, a warning has been introduced when a future transaction is being added manually, to guide you down the right path.
Included is an option to hide these warnings into the future - meaning if you want to be able to create future transactions without the warning, just select the checkbox at the bottom. Each of these sorts of warnings now includes this checkbox - such as the one shown when multiple repeating budgets in a single category are being created.
You can now add a Feeds widget to your Dashboard! Quickly glance at the status of all your feeds without heading to the dedicated Feeds page.
From the edit mode on your Dashboard, add the Feeds widget to one of your columns. You can configure the widget to only show a specific set of feed statuses and re-order them - if for example, you only wanted to show feeds that require attention.
A number of improvements have been released for the Bill reminder widget.
Dates are clearer now, with saying “Due today” instead of “0 days since due”; each bill links to it’s respective Trends page now; there is a sum total for each section in the bills widget now; and a few user interface tidy-ups were included too.
A new item has been introduced to the Net Worth toolbar to let you quickly show and hide accounts from the page overall.
This brings the option that sits within the account preferences modal to the fore, making it much easier to flick accounts on and off depending on what you want to see.
Previously, when you wanted to create a category rule when categorising transactions, you needed to select the checkbox from each page you were categorising from.
Now, when you check the “create category rule” option on one page, this state is remembered across all pages - so that you can quickly create category rules when categorising with fewer clicks.
An official MCP server for PocketSmith is live, so you can connect your favourite AI tools to your PocketSmith account. You can either allow read-only access so that only financial insights and data can be retrieved, or give it full access to also make changes to your PocketSmith - including adding attachments, categorising transactions, and much more.
The documentation is on our Developer Hub where you can find all the details, including a list of all available tools and how to connect things up.
In time, this’ll be available as an “app” on more restrictive platforms like ChatGPT, but for now it’s ready to go for the more technically minded.
We’ve introduced more context into the page title area, for each feature of PocketSmith.
So if you’re viewing a saved report on the Income and Expense page, or a specific month on the Calendar, then it’ll be included in the title. This makes it easier to check what exactly you’re viewing, at a quick glance.
With the budget analysis changes released a couple of weeks ago, some users got in touch and highlighted that not having their rollover amount included in the Budgeted column was impacting their use of this report.
So, we’ve now introduced a checkbox to activate “Budget includes rollover”, which sums your rollover amount into your total Budgeted for the period, so you can use that single number if needed.
A new CSV importer for Frollo has been introduced, for people who want to explore PocketSmith as an alternative to Frollo.
This will bring in all your data from Frollo: accounts, transactions, categories and labels - getting you started on your PocketSmith journey quicker.
We’ve added the ability to be able to backup and restore your categories and your category rules!
This’ll allow you to keep a separate record of this data if you need, and allows more portability of your data if you want to share your category set up with others.
Just head to Manage > Backup and Restore from the main PocketSmith menu to see the new options.
After many months of work, the first stage of the big budget analysis overhaul has been released!
You’ll see many improvements across the board, especially in the user interfaces. You can read all about the changes and see a quick video overview in the blog post here.
The undo system on the Transaction page has been improved in three ways.
You’re now able to undo assigning labels to transactions, and changes that are made via the Bulk Actions modal are also now able to be undone like other changes.
In addition, when you undo an action after using the checkboxes to select specific transactions, the same transactions will be selected again. So if you make a mistake and then undo it, you don’t need to hunt down those transactions you’d previously selected.
The Net Worth page has received a range of updates. This includes the ability to change the date range of the net worth bar chart, using controls located in the toolbar. You can also click on an individual bar from the chart, and the data shown below the toolbar will switch to the data for that date.
Some other quality of life improvements have also been included, and we have more to come for the Net Worth page!
Up until now, the best account type for retirement funds (e.g. superannuation or 401k funds) in PocketSmith was “Investment” — however this can blur the lines between retirement funds and true investment accounts.
For this reason, we’ve now introduced “Retirement Fund” as an account type. Just edit your regular or net worth account to select this account type, and then it’ll be shown separately on the Net Worth page and be available as a selectable account type on balance graphs.
Split transactions has been released on the iOS and Android mobile apps! You’re finally able to split a transaction between multiple categories; tweaking the date, payee and transfer status as needed, across both mobile apps.
You can also expect to see a blog post soon which provides an update on the status of mobile at PocketSmith, discussing how our thinking has progressed on from the blog post published at the end of last year.
Thanks everyone for your patience while we got split transactions on mobile figured out!
We’ve released a new option for the Net Worth Dashboard widget which allows you to see your net worth over time!
This option appears under “Chart type” in the widget configuration settings.
You can also find it at the top of the Net Worth page too — just click the graph icon on the right of the title bar to toggle on and off.
This is just the first iteration for this graph — we have other plans that will allow you to see your net worth at a specific time in the past using the graph and more. Stay tuned!
PocketSmith’s updated web user interface has been released! This is the first major change to the overall feel of the application since 2015, and it’s laser-focused on the areas of the application that everyone interacts with daily — primarily the toolbar and sidebar.
Have a read of the blog post here about the changes, and you’ll quickly notice the change the next time that you log in!
A new express CSV file importer has been released for people who are looking to move to PocketSmith as an alternative to Monarch Money!
This importer will bring in all your accounts, transactions, categories and labels that you’ve used in Monarch Money, so that you receive the comfiest transition to PocketSmith.
A new version of the PocketSmith desktop application has been released, bringing us up to version 0.5.0. This brings a large number of improvements, including a new menu bar (macOS)/taskbar (Windows), or panel (Linux) Icon, which allows you to sync feeds without opening the application.
Navigation has been improved to match the main web application. There’s also a new Actions menu, letting you perform common set-up actions from one location. We’ve also included a new build for ARM64 as well, so you can run the PocketSmith desktop app on your Raspberry Pi if you want to!
Head over to the download page on our website to grab the new version.
We have introduced a default category structure for the categories that come from bank feed automatic categorisation, as well as other PFMs. These introduce sensible parent categories to group these together, as well as attractive default colors and a relevant category type.
While this primarily affects people getting set up with PocketSmith for the first time, you’re also able to apply this category structure to your existing categories in PocketSmith by clicking the “Auto-organise” button in the Categories page toolbar.
You can read more about the default category structure on our Learn Centre here.
Family Group Discounts have been released! This is a way for existing PocketSmith subscribers to pay for their family member’s monthly PocketSmith subscriptions, for any plan level, and get a 40% discount.
You can read more details on how Family Group Discounts work on our blog here.
Hot on the heels of the release of saved reports for Income & Expense a couple of weeks ago, categories can now be hidden on a per-saved-report basis, instead of globally for all reports as it did previously.
When you have any hidden categories, a menu item that opens a management modal appears below the toggles in the sidebar. You can adjust what categories are hidden within this, and then either view those changes temporarily, or save them against the report that you’re viewing.
