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].
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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!
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 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.
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.
