Add cash transactions from mobile
New feature · 29 Mar, 2018

Buying your hot cross buns with cash this Easter? Great news - the new releases of the iOS and Android apps will let you add manual cash transactions!

You can grab the updated apps from the Google Play Store for Android and in the App Store for iOS now.

Read more about adding cash transactions on mobile in our Learn Center user guides for Android and iOS. We look forward to any feedback you have about the new feature, and we hope you have happy Easter!

The many different faces of PocketSmith
News · 17 Jan, 2018

Need some fresh budgeting inspiration? Get unique insight from PocketSmith customers and staff! While we all have different hobbies and priorities for how we spend our money, we all use the same app to manage our finances.

Check out our PocketPals and PocketProfiles articles for ideas on how you could use PocketSmith, too — they’re short reads, and we hope they’re useful. Feel free to ask any questions, and we’ll be sure to answer.

Read the PocketPals series
Read the staff PocketProfiles series

Win free PocketSmith for you and a friend!
News · 10 Jan, 2018

Welcome to 2018! We hope you’ve had a great start so far. To help get your money on track this year, enter our Facebook competition to win a year of PocketSmith, for you and a friend! All you need to do is tag a mate telling them your new year’s resolution, closes Jan 18th.

Enter now!

The Budget page has had a makeover
New feature · 22 Dec, 2017

We’re excited to announce two releases for the Budget page! Firstly, we’ve given the budget summary a complete overhaul. Now you can get greater insight into how you’re tracking against your budget - with income, expense, surplus and deficit all shown in the new analysis.

Secondly, we’ve released our auto-budget tool. This analyzes the transactions in each unbudgeted category, and creates a weekly or monthly budget based on the average spending or earning in the category.

Together these two new tools let you get up and running quicker, and provides better insight into your budgets. As always, your feedback is welcome!

Smarter transfer handling for categories and transactions
Update · 15 Dec, 2017

Transfer handling has received an upgrade! Now when a transaction is assigned to a transfer category, the transaction will also be automatically marked as a transfer. This means less manual handling to get transfers out of your reports! Learn more here.

There are more excellent upgrades coming out for web and mobile before the end of the year too, stay tuned!

Introducing Attachment Inbox
New feature · 10 Nov, 2017

Email photos and bills directly to your PocketSmith account! All attachments will be stored and ready to assign to transactions. Here are a few handy ideas to get started.



Learn how to activate your attachment inbox.

Try it out today 💌

New way to create Category Rules
Update · 10 Aug, 2017

✨ Create a category rule from any transaction in PocketSmith! ✨

Every transaction form now includes the option to create a Category Rule, just tick the box and edit the merchant keywords right there. Includes: Categorise items page, Transactions page and when reviewing transactions within Awaiting Confirmation view!

Improved bank feed searching
Update · 31 Jul, 2017

We have made it easier to find your correct bank feed!

When searching for your bank, the most popular bank feed option for your search will be shown. This means you can quickly get this bank feed connected and your transactions imported.

Yodlee Bank Feed Additions, Reactivations and Removals, July 2017
Blog post · 27 Jul, 2017

We’ve recently updated our live bank feed support list. This has added support for 1196 new institutions added across a wide range of countries. There were 713 bank feed sites deactivated as well, most of which have already been replaced with an alternative. A total of 17 other bank feeds were also reactivated as a result of this update as well. Below is the full list of changes.

READ MORE >

Improved interface for managing category rules
New feature · 29 Jun, 2017

We recently released an improved interface for managing your category rules! You can now tweak your merchant keywords and refine your category rules in a specially designed interface. You can check it out here and learn more about category rules in our learn center here.

New releases for iOS and Desktop applications
News · 19 May, 2017

This week we released new versions of our iOS and Desktop applications. Grab the latest iOS app here, and the Desktop app here.

The rebuild of the Android app is coming along too, and - no promises - we hope to have news for you in the next month or so.

Dashboard pie colours now reflect category colours
Update · 27 Apr, 2017

The Dashboard’s Earning and Spending chart now uses your own category colours for each segment. In the past, a restricted range of colours was used, regardless of what colours were chosen for each category. But now your own colours are used, which can be set by editing your categories. If you haven’t selected a colour for a category, a soothing default is provided.

New infrastructure and full emoji support!
News · 23 Feb, 2017

We’re now on new infrastructure! The migration went well, and the performance and reliabilty of the application has been improved.

On a more exciting note, the upgrade also means that emoji is now supported everywhere! This means you can start to 🏷️ your 💵 🗒️ 🏦 💱 🎠 👕 👠 🍔 💃 🎉

PocketSmith offline to move to new servers, 12am UTC on Feb 22, 2017.
Downtime · 16 Feb, 2017

PocketSmith is moving to new server infrastructure, which will ensure the ongoing speed and reliability of the application.

The application will be offline from 1pm NZT, 12am UTC on Feb 22 / 4pm PST on Feb 21.

We’ll be allowing up to 4 hours’ downtime for the migration. However, we expect that the application will be back in closer to 3 hours.

Stay tuned to our status page and Twitter for updates as they happen.

Now you can search the Timeline!
Update · 26 Jan, 2017

A couple of weeks ago we released a new feature, Timeline into beta. Now, you’re able to search your timeline too! Just click the search icon on the top right, and enter keywords to search through your memories.

Introducing the PocketSmith desktop app. Happy New Year!
New feature · 31 Dec, 2016

On the last day of 2016, we’re happy to announce that the first versions of the PocketSmith desktop app are in beta. These are available to download here now for Windows, Mac and Debian-based Linux distributions.

While this is a just the first step towards better desktop integration, we’ve already found it really helpful to have PocketSmith always available right where we left it last. We also recently introduced a “Remember Me” checkbox to keep you signed in for 2 weeks, making it easy to have PocketSmith always ready and waiting on your private devices.

Thanks again for your support this year. We look forward to introducing you to many awesome things in 2017!

Gift PocketSmith to a friend
New feature · 30 Dec, 2016

We’ve often been asked if gift subscriptions can be bought for friends and family, and now we’ve got you covered!

You can now buy Premium and Super gift subscriptions that run for a month, 3 months or a year. A gift subscription is a one-off purchase, so you won’t be charged again when the subscription rolls over. A great gift for lots of occasions!

Subscriptions can be bought at https://my.pocketsmith.com/plans/gift. Give the gift of PocketSmith and share your secret to financial prowess!

Timeline: A journal guided by your spending activity
New feature · 29 Dec, 2016

Say hello to Timeline!

PocketSmith lets you track your memories with your purchases, and Timeline is a curated display of your transactions that contain notes, photos and attachments.

Get started by adding notes, photos, and documents to your transactions. PocketSmith is useful for recording details on bargains, recipes, car maintenance issues, big expensive buys, visits to the doctor, dining experiences and much more!

Visit your Timeline (under the Accounts menu) to start seeing the experiences behind your purchases. Reflect on your spending and understand your relationship with your money.

Friendly weekly digest email delivered to your inbox!
New feature · 28 Dec, 2016

For the last 4 days of 2016, we’re going to introduce a new feature to you each day!

So today, we present a friendly weekly email. This lets you know how much you’ve earned, spent and saved for the past week, as well as giving you a reminder about uncategorised transactions. It’s a mini version of your Digest, delivered to your inbox!

You can subscribe to this new email from Settings > User Preferences > Email notifications, check it out now!

Seasons Greetings from the PocketSmith team!
News · 23 Dec, 2016

Thanks to all of you for another great year! It’s been a big one, with many feature improvements as well as additions to our team. We’ve been hard at work and 2017 will be the best one yet. We can’t wait to tell you all about what we’ve released recently, and what is coming in the new year. In the meantime we love you, stay safe, and Happy Holidays!