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 request improvements, let us know here.
In this user guide
Web app
Rollover budgets
Stage: building
A long-awaited feature is to have unspent and/or overspent budget amounts rolled-over from the past into the current period.
Customisable dashboards
Stage: being designed
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.
Improved Income & Expense statement
Stage: 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.
Clearer bank feed account linking
Stage: building
We're making it easier to link up your bank feeds accounts, once you've established a feed connection. Fewer drop-downs and decisions to make will improve this experience vastly.
UX improvements for establishing bank feeds
Stage: planning for build
It's going to get much easier soon to connect PocketSmith to your bank feeds, with a new design and workflow for getting your initial bank feed connection set up. This will flow into improvements for other areas of bank feeds, such as entering multi-factor authentication
Rebuilding data feed systems
Stage: building
We're building a brand new system for bringing transaction data feeds into PocketSmith. This will allow us to connect to the latest APIs that Yodlee offer, and plug in other third party data sources more easily too. This is a large project and we've made very significant progress so far, but still has a fair way to go.