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

Web app

Status: being tested

We are improving how you navigate around PocketSmith. This changes the layout of the navigation bar at the top of the page to make it more intuitive as well as explain the different options.

Rollover budgets

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 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.

Customizable dashboards

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

Data Connections

Status: released and ready to migrate

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.

The new data connections is now ready for all to use and we have more details about this step in the following blog post: It's Here! Launching Data Connections.

Improved Income & Expense statement

Status: being designed

We have released some initial improvements to the Income & Expense statement:

We are also working on 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

Status: designing

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

Status: planning

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

Status: building

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.

Mobile apps

Improved bank feed status

Status:  released

We now have the improved data connections in the web app and we have brought this to the mobile apps. This adds more options for syncing and managing bank feeds in the mobile apps.

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