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Accounts & transactions

Budgets & planning

Reporting

See how a transaction was filtered
New feature · 3 Jun, 2016

Released a little while ago, but worth highlighting: there is now a “Filtered” button inside the edit transaction form.

Clicking this shows you a pop-up, with details on the category rule or filter that was applied to the transaction. You can then open the Filter from here to edit it. This means that hunting down why a Transaction was categorised a particular way becomes far easier.


Digest and log in management improvements
Update · 26 May, 2016

The Digest now excludes transfers from the income and expense pie chart, so large transfer amounts will no longer skew your numbers. Using multiple tabs has also been improved, with oddities caused by using older tabs after logging in again being ironed out.

Transaction confirmation mode now sortable
Update · 17 May, 2016

The confirmation of the Transactions page now features sortable columns. This means you can order your transactions in whatever method is easiest for your confirmation processing.

Institutions now known as Banks
Update · 11 May, 2016

The first part of improving bank feed management in the Account Summary has been completed, which sees us change from using the very specific “Institution” to the clearer “Bank”.

Cashflows now allows future date selection
Update · 29 Apr, 2016

Now you’re able to select future Cashflow dates without needing to expand the forecast via the Calendar first. Much quicker to get an overview of your future!

Split transaction handling improvements
Update · 14 Apr, 2016

When you split transactions, the transactions will now always appear adjacent to each other in the transaction listing, making keeping track of splits a bit easier. Also, there are now no limits to the number of transactions you can perform bulk actions on.

Unhide Category directly from Budgets page
New feature · 11 Apr, 2016

You can now “Unhide” any categories that you’d hidden from the Budgets page, meaning it’s easier to add and remove categories from this report as needed.

Better multi-currency handing in Cashflows
Update · 7 Apr, 2016

The Cashflows page for multi-currency accounts now converts historical actual totals as at the end-of-month shown, instead of always as at today. Much more accurate for historical balances and totals.

Loading PocketSmith is now faster
Update · 17 Mar, 2016

We’ve applied a range of optimisations to the forecast system. This means that logging into PocketSmith is faster now, as well as forecast recalculation and calendar page loading. Things should feel snappier for everyone, like a unicorn flying over a rainbow. In space.



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Introducing Safe Balance, see what's safe to spend (or save!)
Feature in beta · 9 Mar, 2016

We’re pleased to announce the beta of the Safe Balance feature! This optionally adjusts your balances to account for planned income and expenses, so you can see how much money you really have available, learn more here!


Forecast Start modal has been improved
Update · 9 Mar, 2016

As part of Safe Balance going into beta, we’ve enhanced the Forecast Start adjustment information modal window. Now when you click on the Forecast Start events in the calendar, you’ll be shown a graph which clearly illustrates the Forecast Start changes, instead of only text information.

New categorisation interface is here
Feature in beta · 4 Feb, 2016

The new categorisation interface is now in beta! Focus on your new items one card at a time. Write memories, make rules, and send them zipping off the pile. So easy!

For more details, check out the knowledge base article.

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Now easier to reorder your categories
New feature · 27 Jan, 2016

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!

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PocketSmith companion mobile app now in beta
Feature in beta · 23 Dec, 2015

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.

Introducing your PocketSmith Digest
Feature in beta · 3 Dec, 2015

We’re 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!

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Transaction Reviewing has been released!
New feature · 19 Nov, 2015

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

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Live feed transactions won't be re-imported after delete
Update · 16 Nov, 2015

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.

Yodlee Bank Feed Additions, November 2015
Blog post · 5 Nov, 2015

READ MORE >

Yodlee Bank Feed Additions for November 2015
Update · 4 Nov, 2015

We’ve updated our support list for live bank feeds, and over 500 new institutions have been added across the US, United Kingdom, Australia and Spain. See all additions here.

Net Worth enhancements released
Update · 29 Oct, 2015

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.

Quick-look transactions popup released
New feature · 22 Oct, 2015

Now when you click on something that contains transactions (e.g. Dashboard pie chart and budgets, Calendar, Cashflows etc), you'll be shown them straight away in a pop-up, along with a link to jump off into the full Transactions view for the displayed transactions. Much quicker to see what is going on!


Faster PocketSmith has arrived
News · 15 Oct, 2015

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.

Faster PocketSmith launches, Oct 14 at 1pm NZT, 12am UTC
News · 12 Oct, 2015

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!

Now you can upload multiple OFX and QIF files at once!
New feature · 9 Oct, 2015

New feature has been released, you can now upload multiple OFX or QIF files at the same time! This is great for getting set up, or updating all your non-live-feed accounts far faster than before. Find this under the "Add" menu in the Transactions page.

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