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We're testing out a faster PocketSmith!
Feature in beta · 5 Oct, 2015

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].

Account and Scenario toggle improvements in the Calendar
New feature · 2 Oct, 2015

The Calendar now offers more flexibility for viewing your accounts and scenarios! A panel can be activated from the sidebar, which features toggles for individual accounts and scenarios. This is especially useful for grouped accounts, and also resolves all issues around referencing another account from Net Worth assets too.

Calendar sidebar scenario selection improvements
Update · 22 Sep, 2015

We’ve changed the Calendar sidebar to make scenarios easier to access from an account. This paves the way for making Net Worth accounts work better within the sidebar. Just click the vertical dots next to each account in the sidebar to select which scenarios you’d like displayed.

Multi-currency support now for graphs
Update · 18 Sep, 2015

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.

Calling all developers the PocketSmith API is here!
Feature in beta · 17 Sep, 2015

Today we’re 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.

Dates now remembered in Dashboard pie chart
Update · 4 Sep, 2015

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.

New "Leave overlapping transactions out" option
Update · 31 Aug, 2015

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

Balance graph Y-axis bounds now reflects data
Update · 26 Aug, 2015

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.

Welcome to the new PocketSmith!
New feature · 19 Aug, 2015

We’re delighted to release a major update to the application, which features a ton of usability updates and improvements.

Read about what’s new, and also take a look at the older versions of PocketSmith’s design.

New user interface will launch tomorrow, August 20, 2015
News · 19 Aug, 2015

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.

Ordering of accounts in the Account Summary fixed
Update · 18 Aug, 2015

We’ve fixed the ordering of accounts in the Account Summary. Within their own account types, each account will now respect the order given to them on the Organize Accounts & Scenarios page.

Account update emails: budgets now take refunds into account
Bug fix · 12 Aug, 2015

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.

Labels now included in CSV export, bugfix for transfer budgets
Update · 7 Aug, 2015

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.

Final stages of new user interface beta
Update · 24 Jul, 2015

The new user interface beta is nearing its end! Many improvements have been launched this week, log in at https://new.pocketsmith.com to check them out as we gear up for launch.

Improved Xero integration
New feature · 13 Jul, 2015

We’ve updated our Xero integration so that your connection is no longer limited to 30 minutes. In fact, you will remain connected to your Xero organisation until such time as you disconnect from your Xero preferences.

Secondary account graphs in Account Summary now load
Bug fix · 9 Jul, 2015

We’ve fixed Account Summary graph display for secondary accounts (those which belong to a group). The full grouped account graph data (with forecast) will appear on the “All institutions” and “Grouped accounts” tabs. Each account that is part of a group will display their own separate historical balances in their institution tab.

Multi-currency support for Platinum and Palladium added
News · 2 Jul, 2015

Platinum (XPT) and Palladium (XPD) has been added to our multi-currency support list, which now sit alongside other precious metal rates for Gold (XAU) and Silver (XAG). Our provider has reported that more crypto-currencies will also be added soon, to join existing support for Bitcoin (BTC). Stay tuned!

New user interface now in beta: https://new.pocketsmith.com
Update · 25 Jun, 2015

The new PocketSmith user interface is now in beta! https://new.pocketsmith.com talks to your live PocketSmith data, meaning it can be used alongside the current version of the app.

As this is a beta, we do expect problems to crop up. Known issues are listed at http://psmth.to/mS. Please let us know if you strike any oddities, and we’ll update the checklists on this Trello board as things progress.

This is phase one of the intended user interface changes. As priorities are confirmed based on feedback, we’ll be expanding the above Trello board with Upcoming Enhancements for phase two. We’ll be sharing our plans for the full rollout soon, but for the moment, please take things for a spin at https://new.pocketsmith.com!

New user interface beta available from next week
Update · 19 Jun, 2015

Progress is coming along great on the new user interface, thanks for your feedback everyone! Next week, you’ll be able to start using the new UI with your live data, alongside the normal current interface. We’ve taken down the alpha server in preparation for this. More information soon, hope you have a great weekend!

Back-end application upgrades performed
Update · 10 Jun, 2015

Back-end upgrades were performed today, which simplifies some internal data structures. No difference should be noticed for your accounts. If you notice anything out of the ordinary, please get in touch.

Using browser "Back" button no longer buggy
Bug fix · 8 Jun, 2015

If you’ve ever hit back in PocketSmith and been greeted with a wall of javascript code, you’ll be happy to know that this is now a thing of the past! This bug related to some caching quirks, and has now been resolved.

Scheduled upgrades on Tue June 9, 4pm EDT / 8pm UTC, two hours downtime expected
Downtime · 7 Jun, 2015

Two hours downtime for scheduled maintenance and upgrades will occur at on Wednesday June 10 at 9 AM NZST / Tuesday June 9 at 5 PM EDT / 9 PM UTC. Back-end database upgrades are being performed to set up for the upcoming user interface release, and requires that application servers are taken offline. We expect the upgrades to take an estimated 2 hours.

Check Twitter for updates during the downtime at http://twitter.com/pocketsmith. Thanks for your patience!

Update: unfortunately things are taking longer than expected. Downtime has been extended by an hour, meaning we’ll be back at 8pm EDT / 12pm NZST. Apologies for the delay!

Progress on new UI, take it for a spin this weekend!
Feature in beta · 5 Jun, 2015

Lots of progress this week on the new user interface, many fixes and improvements! We’ve also updated the test database to be up-to-date with the main application as at 12am UTC / 12pm NZST today too, so you’ll have your latest data to use in the new UI over the weekend.

Access the test server at https://2015-ui.pocketsmith.com, and view the known issues at http://psmth.to/3I. Remember that live feeds won’t work, and changes made in the test environment will not reflect back onto the main application.

Change round up, week of 1st June 2015
Update · 4 Jun, 2015

Mint import is now a bit more forgiving if a file has been opened in Excel. Categories with both income and expense portions will show their transactions and data correctly in the Budgets page; previously only one would correctly show. We’ve also made credit card processing error messages much more descriptive too, with the full error response message from the provider now being shown.

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