What we're working on now
Below are the product improvements that we're currently working on. While we're unable to provide any estimated timeframes for when these enhancements will be released, if they're on this list, then they're in the works.
If you would like to suggest other improvements, let us know here.
In this user guide
Status: in beta
A long-awaited feature is to have unspent and/or overspent budget amounts rolled-over from the past into the current period.
After a very long build, this is now released into beta to try! You can learn how to it works with the following guide: Rollover budgeting.
We have a working group on Reddit at https://www.reddit.com/r/PocketSmithRollover/. Join us in this group to share your feedback and if you want to find out more details about our implementation of rollover budgets.
Status: feature preview
You will be able to add, edit, or remove a selection of different widgets on your dashboard. You will also be able to have multiple dashboards that can be customised to view different aspects of your PocketSmith account.
Read our blog article to get a rundown on the new dashboard: Custom Dashboards Feature Preview Now Available.
You can also learn how the new dashboard is used with the following guide from our Learn Center: The new dashboard beta.
Rebuilding bank feed systems
Status: public alpha
We're building a brand new system for bringing transaction bank feeds into PocketSmith. This will allow us to connect to the latest APIs that Yodlee offer, and plug-in other bank feed sources more easily too. Check out this blog post for more details on why we have rebuilt bank feeds: Path to PocketSmith Data Connections.
Data Connections is ready for its first showing! We're moving into the public alpha phase, meaning you can play with Data Connections in a sandboxed environment. To find out more about the public alpha and how to get access, have a read of this post: The Data Connections Public Alpha.
Improved Income & Expense statement
Status: being designed
We are making improvements to the Income & Expense statement, including bringing the functionality of the Cashflows statement into it. You will be able to compare different periods and save settings for easy switching between the different reports you need. We will also be adding better support for sub-categories.
Improved transaction search interface
We've found that while the accordion-style of search form performed well functionally, it was often more complex visually than it needed to be, especially if you're only searching for one or two criteria. We're looking to simplify and improve the overall experience here. Stay tuned!
Safe balance out of beta
Safe balance was released into beta over 4 years ago and has been used by a keen group of users to find out how much they can spend today. There have however been a few bugs and user interface quirks that have remained unfixed.
This is changing - with the impending release of rollover budgets, safe balance will be more useful now than ever. We're planning the work that needs to be completed, both from a user interface point of view, as well as fixing up bugs and oversights (such as a lack of multi-currency support).
Multi-currency out of beta
We are working through the remaining additions needed to complete multi-currency support within PocketSmith. Most of these are small changes but the biggest of these is the support of currencies that don't have two decimal places. Adding improved decimal place support is a really big task so it will probably take a while before it is released.
Balances on the calendar
This will add the actual and forecast balances to each day on the calendar. Selecting the current day or a day in the past will show the actual and forecast account balances on that day. Selecting a day in the future will show the forecasted account balances on that day.