We’ve introduced a handle to the left of each category row on the Categories page, making it easier to reorder categories. Works great on tablets too! We’ve a lot of updates coming soon, please stay tuned!
The PocketSmith companion mobile app is now in public beta, which means it’s available for everyone to download and test. The app is available for iOS and Android, and will let you quickly categorize transactions and view your account balances. You can also view and edit transactions. Learn more on the mobile landing page.
Were beta-testing the new Digest, which gives you simple, key insights into how you’re doing with your money. Choose to see present and historical reports by week, month or year! To activate this report, become a beta tester via Beta settings, and then view it from the “Budgets & Reports” menu. Please let us know your thoughts!
Now you can choose to review transactions as they’re received by PocketSmith! Review all new transactions, live feed categorized, or rule categorized transactions. Head to Settings > User Preferences > Transaction Reviewing to set it up!
For more details, check out the knowledge base article
We’ve released an update which stops live bank feed transactions that have been deleted from being reimported. Once deleted, transactions will not reappear unless an option under the individual “Account preferences” is unchecked. Read more on our knowledgebase here.
An update of our live bank feed support list has been performed, which introduces support for over 500 new institutions added across the US, United Kingdom, Australia and Spain. Below is a full list of all institutions that have been added.
A number of improvements to how Net Worth accounts work have been released today. We’ve introduced a new “purchase date” field, and have resolved a number of other quirks with how these accounts are managed and appear in the app. For a complete overview of what has changed, please see this article on our knowledgebase.
The dust has settled on the release of the newer, speedier PocketSmith yesterday. We hope that you’re finding things quicker to use - all metrics here are showing a huge improvement.
We’re launching a faster version of PocketSmith on Wednesday, October 14 at 1pm NZT, 12am UTC / Tuesday October 13 at 5pm PT, 7pm CT. Though no downtime is required for this launch, anyone using PocketSmith at the upgrade time will need to re-login again.
Please feel free to give the faster version a spin at https://faster.pocketsmith.com in the meantime!
Recently some back-end changes to make PocketSmith faster have been completed. We’ve now passed the internal testing stage, and are ready for you to give things a test! Check it out at https://faster.pocketsmith.com - we hope that things feel snappier. Please report any issues that you notice to us at [email protected].
The net worth graphs in PocketSmith have been updated to convert foreign currency amounts into your native base currency! This is featured on all combined balance graphs throughout the app.
Today were launching the much-anticipated PocketSmith API into beta, allowing developers to build awesome apps on top of PocketSmith. Register as a developer and take a squiz at the documentation over at the new developer centre.
Selected dates are now persisted in the Earning & Spending pie chart widget on the Dashboard. When you log in to PocketSmith now, the date range shown in the pie chart should span the same period that was previously set.
This is one for those people who upload their transaction files. When uploading a file, You can now choose to “Leave overlapping transactions out”, as well as the old “Replace existing transactions with overlaps” option. More info at http://psmth.to/IU
The balance / Net Worth graph that appears throughout the application will now have its Y-axis automatically scale to the data being viewed. The upper bound will always display the maximum value of the data shown, and the lower will show the minimum.
Tomorrow we’ll be launching the new user interface, alongside our new website! We’re currently aiming for around 11am NZST. While no downtime is required, you will need to log in again after the switch. More information tomorrow!
If you want another look before launch, head to https://new.pocketsmith.com.
Previously, current budgets in the account update email didn’t include refunds in the budget calculations. This bug has now been fixed, bringing the update emails in line with the rest of the application.
Don’t have account update emails set up yet? Learn more about them here.
Small change on the main app: labels are now included in the “Export All Transactions to CSV” option (Settings > User Preferences > Export data). Some bugfixes for deleting transfer budgets have also been released.
All development items are also completed for the beta of the new user interface! We’re now in the final stages of testing on this side, join us at https://new.pocketsmith.com.