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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Pending transactions now ignored in the bank feed service
Blog post · 18 Feb, 2012

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.

[1]: http://psmth.to/pending-tx (About “Pending” transactions)

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Multi-factor Authentication now in public beta
Blog post · 8 Feb, 2012

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.

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Webcal exports for Forecast Calendars available again
Blog post · 7 Feb, 2012

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.

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Goals area fixes and adjustments; MFA in days, HTML5 Mobile App in weeks
Blog post · 1 Feb, 2012

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!

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All loan accounts now showing in bank feed service
Blog post · 17 Jan, 2012

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.

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Balance Updates for Bank Feeds and Transaction Accounts
Blog post · 12 Jan, 2012

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:

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Bank Feed "Auto-categorize transactions where possible" now optional
Blog post · 11 Jan, 2012

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.

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PDF Invoices available again
Blog post · 9 Jan, 2012

Since the launch of PocketSmith v2, PDF invoices have not been available for paid-for accounts. Previously, simple invoices were provided for each subscription payment that was made against your account.

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Bank Feed Service in Public Beta, MFA Support Coming
Blog post · 8 Jan, 2012

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.

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Version One iCal Export Functioning Again
Blog post · 31 Dec, 2011

Following the release of PocketSmith v2, we temporarily removed iCal / Google Calendar exporting. Due to the completely new forecasting engine in v2, everything needed to be overhauled from the ground-up.

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Cashflow Transfer Forecast Event Bug Fixed
Blog post · 30 Dec, 2011

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.

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Forecast Reload Notification System Update
Blog post · 29 Dec, 2011

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.

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Bank Feed Account Number Dependency Update
Blog post · 28 Dec, 2011

The PocketSmith Bank Feed service was updated today with a new method of detecting valid accounts from the information given by our data provider.

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