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.

Mobile apps

Add photos and attachments

Status: released (iOS), building (Android)
This will add the ability to add photos and attachments to transactions directly or to the attachment inbox for attaching to transactions later. Has been released on iOS, where you'll see the new buttons and Dashboard widgets now.

Reminders

Status: building
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.

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