Account forecast data will now be reloaded correctly when a category has a budget added, edited or removed from the Budgets page.
The pie graph on Bank Statements now respects the search dates entered into the main search form by default. So, a date entered into the search form will be immediately reflected in the graph.
Historical forecast and budget information is now being calculated when navigating backwards through the calendar, in “Show actuals in history” mode. Previously, calculations weren’t triggered properly when in this mode, meaning required data wasn’t available if “Show actuals” was turned off.
PocketSmith’s Advisor Access feature allows you to invite an advisor, friend or family member to access and manage your account without requiring your password.
Learn more and see an example on our knowledge base: http://psmth.to/5Z
Splitting transactions now ensures that the sum of the split transaction amounts equals the original transaction amount. Prior to this change it was possible to inadvertently enter amounts that did not sum to the original transaction amount.
The Bank Statements view now displays pie charts first, so you can quickly see if you’re earning more than you’re spending. This can be changed to the traditional line chart by clicking on the ‘Graph’ menu option. PocketSmith will remember your preference for next time.
Bank Statements now has a Tools dropdown within the toolbar, where you’ll find two new options - Find duplicates and Find transfers, alongside the existing Bulk actions item. This allows you to quickly find any suspected transfers between accounts, and ferret out duplicate transactions much quicker.
We have just released pie charts for the Bank Statements page. The pie chart shows a breakdown of your transactions into income and expenses initially, and then you can drill down to show transaction totals by parent categories and sub-categories. The new option is available under the “Graph” menu within the toolbar of Bank Statements.
We’re performing some regular maintenance to PocketSmith’s servers, which will mean we will be offline while this occurs. This will mean that all services will be unavailable for up to 2 hours on the 24th of February, 2015 (or, 23rd of February in the US).
With the end of the year rapidly approaching and Christmas in just three days, we’d like take a moment to announce the beta release of multi-currency support in PocketSmith. Following years of planning and months of development, we’ve very excited to get this into your hands!
A quick product update as November comes to a close. We’ve got a number of bits of news about multi-currency, faster uncategorised transaction access, live feed site updates and more, wrapped up in a few paragraphs.
It’s been 6 weeks since we launched the new Bank Statements page and search. The feature has been received extremely well, and it has also saved us significant amounts of time when finding transactions in using PocketSmith ourselves.
We’re happy to announce that after a long period of development and testing, the new Bank Statements search engine is ready to be released! It’s a huge upgrade to our transaction search and management engine, and we can’t wait to you all to be able to finally use it.
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.
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.
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.
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.