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.
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!
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.
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.
Our main website experienced some unexpected downtime on the 30th of May. This was due to a power failure at the datacenter of our website hosting provider. Once power was brought back to the facility, there were some extended server failures which led to the longer than expected delay in getting site back up.
The main application was not impacted by this, and could be used normally throughout the incident.
We’ve been making great progress building the new PocketSmith user interface, and we’d love for you to take a look! Head to https://2015-ui.pocketsmith.com to get started. Live data is in use, and is current as at the 5th of June. Changes made here will not reflect in the main application.
Please be aware that this is still work in progress, and caveats and known issues are listed here. This being said, we’d love to hear what you think - please use the “Feedback” item in the menu to let us know!
A bug in the live bank feed service has been fixed. If you’ve experienced reliability issues with performing feed actions in the past 10 days, these will now be resolved. Note that this wont have an effect on error codes for feed connections - please get in touch if youre getting an numbered error code.
News on the big upcoming user interface overhaul: well be releasing a select number of features with the new UI early next week for pre-release testing. Stay tuned for more details!
Forecast data is now correctly extended via the Account Summary, if viewing data far into the future. Grouped account balances now show correctly in the calendar, and we’ve fixed an issue with the Net Worth page’s “updated at” date to correctly respect the timezone your account is in. We’ve also tweaked the behaviour of the “uncategorized” links, which will now open in the same window instead of a new tab, which improves this workflow.
When an OFX or QIF file is uploaded, you can now choose to combine each transaction’s “payee” with the “memo” field, to produce a unified merchant description. This is useful if a bank mixes up these fields. The new option is shown at the end of the file upload process.
