Two factor authentication, show original merchant name and other updates
Blog post · 18 Jul, 2014

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.

READ MORE >

Live bank feed site support updates, July 2014
Blog post · 1 Jul, 2014

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.

READ MORE >

Breakdown of Application and Live Feed Downtime on 27th June 2014
Blog post · 30 Jun, 2014

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.

READ MORE >

Update required to the Live Feed system
Blog post · 27 Jun, 2014

Update at 2.40am NZST: Live feeds are now back up and running. We’ll be posting up a full breakdown of the incident soon. Thanks for your patience during the live feed downtime!

READ MORE >

Annual subscriptions, feelings, Bank Statements alpha and other updates
Blog post · 26 May, 2014

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.

READ MORE >

Various minor improvements, and enhanced Bank Statements coming soon
Blog post · 9 May, 2014

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.

READ MORE >

PocketSmith Security Update Regarding "Heartbleed" Vulnerability
Blog post · 11 Apr, 2014

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.

READ MORE >

Server upgrades, Wednesday 26th March 2014
Blog post · 25 Mar, 2014

We’re performing upgrades to PocketSmith’s servers, which will mean that all services will be unavailable for up to 2 hours on the 26th of March, 2014.

READ MORE >

Refunds in PocketSmith have been fixed, plus other updates
Blog post · 24 Jan, 2014

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.

READ MORE >

Account Summary in beta - more reliable feeds, continued improvements, fixes for password autofills
Blog post · 19 Dec, 2013

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.

READ MORE >

Updates to how PocketSmith manages Accounts and forecasts
Blog post · 12 Nov, 2013

We’re updating the way PocketSmith organizes your accounts and forecasts, with the aim to simplify and streamline your experience.

READ MORE >

Forecast improvements and Account Summary screenshots
Blog post · 1 Nov, 2013

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.

READ MORE >

Xero Personal note imports, better live feed import options, account ordering
Blog post · 18 Oct, 2013

We’ve introduced a few updates which should make importing and managing accounts within PocketSmith a bit more straightforward.

READ MORE >

New servers for PocketSmith!
Blog post · 16 Oct, 2013

Everything went well tonight, and the application servers and services are running on new hardware.

READ MORE >

Xero Personal migration tool, cashflow updates, transfers, and more
Blog post · 1 Oct, 2013

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.

READ MORE >

Transactions now have notes, and can be exported
Blog post · 20 Sep, 2013

We’ve introduced a couple of highly requested features to Transactions this week. But before we get into that, we’d like to point you to our development roadmap on Trello:

READ MORE >

Account Current Balance system enhancements
Blog post · 22 Aug, 2013

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!

READ MORE >

Bank Feed Data Provider Site Updates - July 2013
Blog post · 9 Jul, 2013

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.

READ MORE >

PocketSmith v2.5 upgrade, Sunday 23rd June
Blog post · 21 Jun, 2013

At the end of this week we’re releasing version 2.5 of PocketSmith! This is a major revision of the application, and details of what is included in this upgrade can be found on the Roadmap.

READ MORE >

Server Security Upgrades, 19th April 2013
Blog post · 19 Apr, 2013

The PocketSmith mobile and web applications will be unavailable for a maximum of one hour on the 18th / 19th of April 2013.

READ MORE >

Bank Feed data provider experiencing technical problems 13th March 2013
Blog post · 13 Mar, 2013

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.

READ MORE >

Happy New Year, seeing out 2012 with the new Account Update email
Blog post · 29 Dec, 2012

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!

READ MORE >

Investment account feeds available, more flexible Personal Summary and more
Blog post · 20 Dec, 2012

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.

READ MORE >

Calendar to account balance sync, new Dashboard, public roadmap
Blog post · 27 Nov, 2012

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.

READ MORE >

Sunday 7th October - Bank Feed Data Provider experiencing technical difficulties
Blog post · 7 Oct, 2012

Update Monday 8th October 11am NZST: the problems have been resolved by the data provider and normal service has resumed. Thanks for your patience!

READ MORE >

Transaction Filters, Bulk Actions and Personal Summary Averages
Blog post · 26 Sep, 2012

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!

READ MORE >

Preview inside - Application Downtime for Upgrades, Monday 24th September, 10am UTC, 3am PST, 10pm NZST
Blog post · 23 Sep, 2012

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.

READ MORE >

More flexible Cashflows and Personal Summary, updated mobile interfaces
Blog post · 14 Sep, 2012

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!

READ MORE >

More help, tweaked design, better preferences and improved Bank Feeds
Blog post · 24 Aug, 2012

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.

READ MORE >

Google Federated Login introduced, login with one click
Blog post · 24 Jul, 2012

We’re pretty big fans of Google. Quite aside from search, we love their speedy browser Chrome and their nifty Web Store for web apps like ours (install our app here!).

READ MORE >

Database server performance improvements
Blog post · 11 Jul, 2012

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.

READ MORE >

New "Accept pending transactions" option for Bank Feed service
Blog post · 7 Jul, 2012

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.

[2]: http://psmth.to/pending-tx (About “Pending” transactions) [3]: https://my.pocketsmith.com/transactions [4]: http://www.pocketsmith.com/about#contact (Get in touch)

READ MORE >

User Interface Updates
Blog post · 3 Jul, 2012

We’re happy to announce a number of interface updates to PocketSmith that should improve your experience overall. We focused on:

[7]: http://psmth.to/pending-tx (About “Pending” transactions) [8]: http://www.pocketsmith.com/about#contact (Get in touch)

READ MORE >

Mobile app fixes and Personal Summary updates
Blog post · 21 Jun, 2012

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!

READ MORE >

Personal Summary for any time period, plus CSV category assignments
Blog post · 18 May, 2012

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.

READ MORE >

Application Server Upgrade + Downtime Sunday 20th May, 9am UTC, 2am PST, 9pm NZST
Blog post · 17 May, 2012

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.

READ MORE >

PocketSmith Mobile Public Alpha Release
Blog post · 30 Apr, 2012

All PocketSmith users are now able to access the Alpha version of PocketSmith Mobile! After many, many requests, we’re happy to be able to share this first cut of the new Mobile PocketSmith with you.

READ MORE >

Bank Feed Service temporary outage resolved
Blog post · 18 Apr, 2012

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.

READ MORE >

Bank feed transaction amount changes, mobile application progress updates
Blog post · 8 Apr, 2012

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.

READ MORE >

Multi-factor Authentication field display improvements deployed
Blog post · 27 Mar, 2012

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.

READ MORE >

Alert adjustments and time zone bug fixed
Blog post · 21 Mar, 2012

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.

READ MORE >

Image multi-factor type (captcha's) now supported
Blog post · 6 Mar, 2012

We have further enhanced multi-factor authentication in the Bank Feed service, and image-based security information is processed correctly.

READ MORE >

Event Chain bug patched, solves Personal Summary problem
Blog post · 5 Mar, 2012

An issue was identified which led to the incorrect representation of forecast events with complicated repeat patterns in the Personal Summary.

READ MORE >

All loan accounts now correctly displayed in Bank Feed service
Blog post · 28 Feb, 2012

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.

READ MORE >

Updates for complex login forms from bank feed service deployed
Blog post · 27 Feb, 2012

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.

READ MORE >

Manual (cash) account balance fixes, account form balance display adjusted
Blog post · 25 Feb, 2012

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.

READ MORE >