Becoming a beta tester in PocketSmith

If you'd like to try out new features before they are released to everyone, you may want to join the beta program. Enable this within PocketSmith for access to pre-release features that are currently being tested.

Features and options currently available to Beta testers

When a new PocketSmith feature is released it may be put through a Beta phase. This phase allows interested users to test and provide feedback so that unexpected bugs, or user experience issues, can be resolved before the feature is fully released.

PocketSmith features and options that are currently available for Beta testing are:

• New transactions search

  A new transactions search interface.

  Learn more: New transactions search now in beta.

• AI Tasks

  Use AI to gain insights and take action on your PocketSmith data.

  Learn more: AI Tasks in beta.

• Safe Balance 💰

  The Safe Balance feature adjusts selected balances to account for budgeted income and expenses that are planned but haven't happened yet, giving you a safe-to-spend balance.

  Learn more:  Safe Balance

• Change color theme 🎨

  If you're not a fan of PocketSmith's purple, you can change the color theme to a more neutral palette.

  Learn more: PocketSmith's color display 

• Rollover Budgeting

  A rollover budget allows under-spent / under-earnt or over-spent / over-earnt amounts to be carried over from one budget period to the next. 

  Learn more: Rollover budgeting

Joining the PocketSmith beta testing program

You can become a beta tester with the following steps:

1. Head to User Preferences ( Profile menu > User preferences)

   

2. Select Beta Settings from the left menu and tick the checkbox Yes, I want to see beta features as they become available

   

3. Click Save