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.

Education and help

Stage: building

We're looking at how we can help you with PocketSmith as you're using the application, by providing better up front information.

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.

Mobile apps

Add photos and attachments

Status: building
This will add the ability to add photos and attachments to transactions directly or to the attachment inbox for attaching to transactions later.

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