A quick product update as November comes to a close. We’ve got a number of bits of news about multi-currency, faster uncategorised transaction access, live feed site updates and more, wrapped up in a few paragraphs.
It’s been 6 weeks since we launched the new Bank Statements page and search. The feature has been received extremely well, and it has also saved us significant amounts of time when finding transactions in using PocketSmith ourselves.
We’re happy to announce that after a long period of development and testing, the new Bank Statements search engine is ready to be released! It’s a huge upgrade to our transaction search and management engine, and we can’t wait to you all to be able to finally use it.
We’ve just stepped up login security for PocketSmith with a couple of key features! Firstly, two factor authentication has been introduced as an option for all PocketSmith accounts. Secondly, you’re now able to view your login history into your account, so you can always spot any unexpected activity. There are also a range of other improvements released too, which we’ll discuss below.
The store of supported live feed sites has been updated, and all new and updated sites are available now in PocketSmith. Over 2,300 new sites have been added to the database, and a further 1,400 were updated. A total of 159 sites were deactivated in this update.
On Friday the 27th of June, we experienced about 90 minutes of unexpected downtime to fix an error in the way that transaction identifiers from our live feed data provider were being stored. After the fixes were applied, the live feed service was down for an additional 12 hours while transaction ID integrity was verified, and repaired where necessary.
In the last couple of weeks we have been working hard on improving PocketSmith. We are getting closer to releasing the updated ‘Bank Statements’ page and we have had some users help us in testing it. We have received some good feedback during testing which has really helped us. Do you want to give it a try as well? Find out how below.
It has been a little while since our last product update post and we have a shiny new home for the update blog. We have been very busy over the last few months, with new team members, a new office and new features for PocketSmith.
We take security very seriously at PocketSmith. On the 8th of April 2014 at 05:30am NZST (7th of April 2014, ~17:30 UTC), a major vulnerability dubbed “Heartbleed” was disclosed by researchers from Google and the Finnish security consulting group Codenomicon.
Hope that 2014 is off to a great start for you all! Things have been crazy busy here at PocketSmith, and between looking for a great new person to join our team, to the roadmap we’re making our way through, we’ve been able to push through a couple of important features.
It’s been a big month for us, and we’re very glad to have released the Account Summary to all our users as a beta feature. Your response has been very encouraging, and our thanks go out to our users who’ve been patient with us as we’ve fixed bugs arising from the upgrade.
We’re updating the way PocketSmith organizes your accounts and forecasts, with the aim to simplify and streamline your experience.
This week we’ve launched some improvements to forecasting in PocketSmith, and are also happy to be able to share some screenshots from the upcoming Account Summary.
We’ve introduced a few updates which should make importing and managing accounts within PocketSmith a bit more straightforward.
We’ve built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users.
Happy to announce that a long-in-development enhancement has been released! This update changes the way that PocketSmith deals with current balances, and dramatically improves accuracy and recency of your balance information. Finally, PocketSmith can use the native balances given by the data provider as your current balance!
We’ve just run the latest site updates from the data provider, which sees over 60 new institutions available to start syncing with. There were also a number of institutions which are made unavailable as a result of the updates. If your institution is included in this list, please get in touch with us and we’ll be happy to request the reasoning behind the removal from the data provider.
Update: services appear to have returned to normal. If you are experiencing any glitches or oddities with the bank feed service, please get in touch.
Hope that you’ve all had a great start to the holidays! We’ve been working through the rebuild of a much-missed feature from PocketSmith version one - account updates sent via email. We’re happy to announce that we’ve now released the new version of this feature, which is more flexible and extensive than before. Read on for details!
The year is quickly coming to a close, and we’re happy to make some announcements as we head towards the holiday and Christmas period. Some important changes have been made to the Bank Feed service which we’ll discuss below, as well as some enhancements to the Personal Summary. We’ll also discuss one of our priorities for immediate development in the coming month as well.
Welcome to our first Product Blog post in 2 months! Though we’ve deployed a very large number of tweaks and fixes in the past 2 months, however there are a couple which warrant special mention - a new main Dashboard, and the release of calendar to account balance sync - an oft-request feature which has been in the works for months.
Update Monday 8th October 11am NZST: the problems have been resolved by the data provider and normal service has resumed. Thanks for your patience!
We’re happy to announce the release of three new and oft-requested features! Transactions just got a lot more manageable for people whose transactions contain “junk” information (which is most of us), with two new tools available for bulk-management of transactions - both manually yourself in the app, and also automatically as they’re received by PocketSmith. The Personal Summary has also been enhanced to show average spending and period information, providing more depth in analysis of spending trends over time. Read on for more information!
We’re happy to announce that this coming Monday we’re launching transaction filtering for PocketSmith. This allows for greater control over your transactions and merchants as they’re received by PocketSmith, with specified actions (renaming, categorizing etc) being performed on transactions which match your specified search criteria (e.g. merchant name includes xxx, amount is more than yyy). This has been oft-requested since the earliest days of PocketSmith, and we’re very confident that the long-awaited implementation has all the flexibilty required.
The last few weeks have been busy for us here at PocketSmith. We’re currently finishing up an important and long-awaited feature which we will be releasing more information on soon. In the meantime we’ve a couple of smaller things to announce, with the introduction of better category controls for the Cashflows and Personal Summary sections and some user interface for PocketSmith mobile. Read on!
Exactly a month since our last update! There have been a fair number of changes during the past 4 weeks, and below is a quick-fire screenshot summary of them.
We’ve made some significant improvements to the database server’s response speeds over the past week, meaning you may notice that PocketSmith has become a bit snappier. On the whole, we’re seeing between a 30% and 80% improvement for requests to the database from the application server.
The option to accept pending transactions has been added to each institution in your feeds! This has been a long time coming, and means that if your institution features un-confirmed transactions you’re able to make sure everything is always up-to-date.
: http://psmth.to/pending-tx (About “Pending” transactions) : https://my.pocketsmith.com/transactions : http://www.pocketsmith.com/about#contact (Get in touch)
We’re happy to announce a number of interface updates to PocketSmith that should improve your experience overall. We focused on:
: http://psmth.to/pending-tx (About “Pending” transactions) : http://www.pocketsmith.com/about#contact (Get in touch)
Hard to believe it has been a month since our last post! There have been major updates to the Personal Summary and the reliability of PocketSmith Mobile has been improved. We’ve got some other important updates being released over the next week as well, with user interface cleanups and setting up for some restructuring and streamlining of the app - we’ll post here once these are live!
One feature which was lost with v2 of PocketSmith was the ability to see how much you spend on any particular category for any period. In the consolidation we did of the PocketSmith v1 comparison graphs into the unified one in v2, we lost this very valuable piece of functionality. We’ve now released a re-imagining of examining your spending for any time period, utilising the new budget history graphs of v2.
Our application servers will be taken offline to perform hardware upgrades this Sunday the 20th of May, at 9am UTC, 2am PST, 9pm NZST. We expect that there will be a total of 1 hour of downtime, with an allowance given for a total of 2 hours of downtime.
The main queued-job processor on the Bank Feed Service failed for 8 hours today. At 7:30am 18th April NZST / 3:30pm 17th April EDT an application job process ballooned in size, which resulted in monitoring software being shutdown, along with the job processors. Because the process monitoring software running on the server itself was down, this went unnoticed until this afternoon.
Updates have been deployed to both the Bank Feed service and PocketSmith, improving the way transaction signs are dealt with (i.e. positive and negative values). In addition, a problem with returning all transaction set when selecting “Clear account from first transaction?” option in the Feeds overlay has also been resolved.
We have worked through a number of issues around how we process multi-factor authentication security information received from the Bank Feed service. After the recent release of being able to add multiple logins at one bank, it was found that the existing processes resulted in a jarring experience. The multi-factor security information forms were often being hidden before they were able to be completed.
Some minor changes have been deployed which affect how alerts display on the Dashboard, and how the scenario minimum balance functions. In addition, a time zone bug was identified and fixed with the displaying of the budget event period start and end dates.
An issue was identified which led to the incorrect representation of forecast events with complicated repeat patterns in the Personal Summary.
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.
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.
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.
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.
: http://psmth.to/pending-tx (About “Pending” transactions)
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.
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.
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!
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.
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:
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.
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.
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.
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.