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Reporting

Categories on Income & Expense report can now be rolled up into parent
Update · 3 Mar, 2023

Now you’re able to click the roll-up icon on the right of each row in the Income & Expense report to roll-up the numbers of a child category into its parent.

The roll-up status is kept consistent between the Budget page and the Income and Expense report, to ensure simpler comparison between individual categories across these features.

This change also adds guidance alongside the sum totals that appear at the bottom of the table, in the cases that the numbers include hidden categories or exclude rolled-up categories.

The category type is always shown on the Categories page
Update · 14 Feb, 2023

It’s not always clear what category settings have been applied for a particular category. And as it’s a key part of how category-based budget reporting is performed, this setting is now front-and-center on the Categories page. It’ll show as either “Income”, “Expense” or “Expense and Income” depending on the category type settings which are applied.

In addition, the category type will now automatically change to the correct type, if you edit the only budget in the category to be a different type. So if you accidentally create your “Wages” budget to be an expense budget at first, editing that budget to be an income will have the category type change to income.

Nest categories on Income & Expense report; rollup coming soon
Update · 8 Feb, 2023

The first of a two-part upgrade has been released for the Income & Expense report - categories can now be nested underneath their parent categories. You’ll find a new “Nest categories” toggle in the left-hand sidebar to activate this new mode.

The change is for better visual organization of the report, for the moment. Further improvements to fully support budget rollup into parent categories (as we do in budget analysis) is coming soon. We understand how important rollup is in this report for many of you, but we didn’t want to delay getting basic nesting released while development continues.

Along with the future release of rollup, we’ll also be improving the exports to include more nesting information within them, as well as introducing more guidance around the amounts displayed - in particular when parent categories are collapsed.

Dashboard: use saved searches for transaction based widgets
Update · 24 Dec, 2022

Some dashboard widgets focus on transaction analysis, and allow for a range of filtering options to choose which transactions are included in analysis. These widgets are the earning and spending pie chart, the category sankey diagram, and the transactions column widget.

Our second upgrade for Christmas: you can now switch from regular filtering for these widgets, to instead use saved searches to select which transactions are included! This means all the power of the search on the transactions page is now available to the above widgets.

You can show an earning and spending widget for a particular transaction label, or have a sankey diagram of transactions larger than a given amount, or put together a transactions column showing only transfers within the last 3 months that are over $100 in AUD, that include the word “christmas” in their description.

We wish you a very happy festive period, and are looking forward to sharing all the product improvements we’ll release in 2023 with you!

Transactions popup upgrade: filtering and sorting
Update · 23 Dec, 2022

When you click on a sum of transactions in PocketSmith, you’ll be displayed the contributing transactions within a popup. As our first upgrade for Christmas this year, the new version of the popup has just been released:

  1. a more compact design, meaning more transaction rows are visible
  2. a search box at the top, to let you filter transactions
  3. a sort order dropdown, adjusting the order that transactions are displayed in

As such an important part of being able to quickly view individual transactions that sum to the clicked number, this change should make finding relevant transactions faster. It’s just the start too - a second stage of improvements to the popup is planned, enabling quick transaction changes within the popup.

Stay tuned for our second Christmas upgrade tomorrow!

Dashboard hits prime-time with better mobile support
Update · 17 Nov, 2022

We’ve released some changes which makes it easier to view web application dashboards tailored for your phone.

You can now create a mobile-specific dashboard with a single column of widgets, customized as needed. Once you’re done, navigate to the Dashboard on your phone (selecting “remember me” when you log in), choose the Dashboard and “Add to Home screen” for easy access to your mobile dashboard into the future. This will help see you through until we add full Dashboard support on the native mobile apps.

With this release, we’ve also pushed the new Dashboard into prime-time, with the older dashboard now called the legacy dashboard. More updates are coming soon!

Basiq CDR open banking feeds now released in Australia
Update · 28 Oct, 2022

We’re happy to announce that all Basiq open banking feeds in Australia have now been enabled. These are all available via the regular feed search in PocketSmith, and are denoted by the “Open Banking” tag that appears to the right of each search result.

While everything is working well for the majority of customers, CDR open banking data sharing is still a fairly new concept. As a result, some banks still struggle to supply data reliably and completely. Please send us an email if you experience any problems, and we’ll be happy to look into the issue.

Import your MoneyBrilliant data into PocketSmith in a jiffy
New feature · 26 Oct, 2022

We’ve launched an importer for data exported from MoneyBrilliant, who have recently announced that they’re closing down the service over the next 6 weeks.

The data exports from MoneyBrilliant are in Excel format, and contain a lot of information - accounts, transactions, budgets and categories. Our importer can slurp up all this information and get your PocketSmith account set up with the data in minutes.

Further information on this soon, but for the moment you can check it out over at https://my.pocketsmith.com/setup/money_brilliant.

Progress on open banking feeds in Australia via Basiq
News · 5 Oct, 2022

We’re nearing the full release for open banking feeds in Australia, with our new data partner Basiq. You can already add open banking feeds for Macquarie, Up, Ubank (ex-86400) and HSBC yourself, via the add feed search form.

People who get in touch are also able to migrate to using open banking feeds as well - so please send us an email if you’d like to switch.

As we learn about the nature of Australian CDR open banking feeds, we’re updating our Learn Center article with details. If you’re interested in some background reading, you can find all the details on our blog.

Transaction search form date ranges are now relative to today
Update · 4 Oct, 2022

When searching for transactions between date periods, the selectable date ranges are now always relative to today.

In the past, date periods were stored as at a fixed point in time - when the saved search was created. Now, the date periods change on an ongoing basis, as time moves forward. For example, this means a saved search for transactions from “last week” will always return transactions from the week before the current week, even if the search is saved.

New rolling date periods available in date pickers
Update · 22 Sep, 2022

All date pickers throughout PocketSmith have been updated to include new rolling date period options. You can now choose rolling week, rolling month, or rolling year options, which change with today’s date. So for example, if it’s September 22 today, “rolling month” would select dates between August 23 until September 22.

Transactions column widget released
New feature · 8 Sep, 2022

A new widget has been released for the Dashboard, a transactions column widget! This is an extremely flexible widget that can be used in many ways, to present the total sum of transactions across a date period as a column chart.

Category sankey diagram widget released
New feature · 12 Aug, 2022

A new banner widget has been released for the dashboard, a category sankey diagram. These diagrams depict the flow of values between heirarchical structures, which makes it particularly good for showing how money flows from parent category to children categories. Super useful if you’ve got a good set of nested categories. You can even export the diagram to an image for sharing!

New account linking interface released
Update · 10 Aug, 2022

An updated user interface for linking feed accounts has been released, moving away from the two-step process for linking feed accounts to PocketSmith after a feed has been connected. It’s now easier to choose between linking existing accounts to feed accounts, or create new accounts from the feed. More cues are provided to guide you through the process, which is especially important if you’re moving feeds between data providers!

Account Summary now shows account number in the clear
Update · 8 Aug, 2022

A small change here - PocketSmith no longer hides the account number behind an information icon on the Account Summary page. Account numbers have become much more important since the Account Summary was built in 2014, so we’ve brought it to the fore.

The information icon still exist, but only to be clicked on to see all balances for accounts within a group (as per the screenshot below).

Advance Australia Fair: Open Banking Access Incoming With Basiq
Update · 4 Aug, 2022

The march of progress is upon us! We’re very happy to announce that we’re currently integrating with new data provider Basiq in Australia. Through them, we’ll be getting access to open banking feeds for all banks in Australia as they come online, and reliable traditional feeds in the interim. Read more »

Rollover Budgeting: A Clearer Picture
Update · 27 Jun, 2022

Rollover budgeting can now be visualized in much more detail than before, providing a clear picture on the state of your budgets. Software engineer Mike runs us through the new improvements to PocketSmith’s rollover budgeting feature. Read more »

Happy Holidays! New PocketSmith Features to Fill Your Stockings
New feature · 23 Dec, 2021

While reflecting on the changes released during 2021, we ended up striking upon a couple of new features that will make a lot of users’ lives easier. Read on for details on how you can now perform math operations in key number fields in the application, and also filter through your financial events in the Calendar. But first, a quick recap. Read more »

PocketSmith's Brand New Main Menu
Update · 5 Dec, 2021

PocketSmith has a new main menu! Topline features are just a single click away, and organization of key secondary features and settings into menu groups makes everything more accessible. Check out the intuitive design and let us know your thoughts. Read more »

Tracking Balance Changes for Accounts Without Transactions
New feature · 31 Oct, 2021

You can now automatically track balances over time for non-transactional accounts! Build a rich balance history for accounts without typical transactions, like passive investments, to give you deeper insights into your money. Check out how you can enable this new setting for each account (tl;dr: Account Summary > Manage Account > Other settings > Track balance changes). Read more »

It's Here! Launching Data Connections
New feature · 7 Sep, 2021

After months of testing with a wonderful group of users, we’re happy to announce that Data Connections is ready for primetime. It’s time for you to dive in and experience the upgrade first-hand! Read more »

Category percentages now available on the Income & Expense Statement
New feature · 10 May, 2021

You can now see the percentage of the total for each category in the Income & Expense Statement!

This is an exciting new method of analysis for the Income and Expense Statement, and we wanted to make it as useful as possible without impacting the clarity of the page. To that end, we’ve added the ability to toggle this feature on and off easily from the sidebar.

You’ll see a sidebar setting labeled “Show percentage of total” - switch this on, and the percentage figure will appear next to both the budgeted and actual columns. This setting will be remembered in your browser, so the next time you come back to this page it’ll be how you last left it.

Timeline for Data Connections release
News · 12 Apr, 2021

Update June 4: want to get into the public beta? Please send us an email to [email protected], and we’ll sort it out!

  • April 29: Limited public beta. Hand-selected alpha users will be contacted for testing.
  • May 3 or 10: Public beta. Everyone can opt-in to data connections via Beta Settings.
  • May 17: Sunrise. All users are encouraged to migrate to data connections.
  • May 26: Sunset. Everyone will be migrated, and will need to set up bank feeds on data connections.

    • While we don’t foresee any changes to this timeline, things might still change. Thanks for your time and feedback during the public alpha period. If you’ve any questions, please get in touch!



    Spruce up of the Income and Expense Statement released
    Update · 12 Apr, 2021

    In addition to the updates a couple of weeks ago, we’ve just released some design improvements to the Income and Expense Statement. Overall this page is now clearer and delivers more information within the available real estate. It also features a fixed header too, so you’ll never lose focus. Rows within the budget popup can now be clicked, to edit that instance of the budget - so quick changes are much easier!

    All up, these recent changes have drastically improved our own financial calm when using the Income and Expense Statement. We hope they have the same effect for you!

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