Account forecast data will now be reloaded correctly when a category has a budget added, edited or removed from the Budgets page.
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.
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’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
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.
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.
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.
