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
Stage: preparing for alpha testing
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, we're nearly ready to share an alpha version of how PocketSmith will rollover your budgets! If you're interested in taking a look in a separate environment without bank feeds, please drop us a line.
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
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
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.
Updated 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).
Add photos and attachments
This will add the ability to add photos and attachments to transactions directly or to the attachment inbox for attaching to transactions later. This has now been released on both iOS and Android, where you'll see the new buttons and Dashboard widgets now. We're monitoring the release and making some minor improvements over the the coming weeks.
We're adding a new way to set up reminders within PocketSmith. This will send you an email and a notification to your mobile device at times that you specify, to remind you to check your budgets and categorise your transactions.
Dashboard budget widget
The dedicated budgets page on mobile can get very busy if you have a lot of categories. We're planning to release a widget for the mobile dashboard, which will allow you to select a few budgets to display on the dashboard, so you can easily see how you're tracking for your most important budgets.
Forecast data in the mobile app
Status: API planning
A major omission of the mobile application is that you don't have access to your Calendar or other forecast data. We're starting on the road to get this added, starting with putting together the required APIs to allow the mobile app to start using this data.