You’re now able to save your favourite reports in the Income & Expense Statement! Just configure things as you’d like, then click “+ Add to your reports” in the toolbar, provide a name for your report, and it’ll appear in the sidebar under “Your Reports”.
All configuration options are saved, including account selections, date ranges and checkbox options. If you edit a saved report, you can add it as a duplicate report or save those changes.
This’ll make setting up a range of reports for quick access a cinch, without having to painstakingly set things up every time you want to refer to a specific set of numbers!
Finally, you’ll no longer need to select colours for all sub-categories and budgets, when editing a budget’s colour.
Relevant checkboxes are now shown within the category edit form to apply the colour you’ve selected for the category to a) all budgets in the category, b) all sub-categories and c) all budgets in those subcategories.
This makes getting your category colours in sync with one another far easier, at long last.
A new option to use a separate category for your forecast interest has been released into beta. This solves the problem of there being no association between interest transactions that appear in an account, and the forecasted interest shown on the Calendar.
If you toggle on this option in the Interest Settings preferences area for an account, a new category will be added with a corresponding name, nested under a top-level “Interest” setting. On the categories page, this category will appear with a % symbol next to it.
You can assign interest transactions to this category, and you’ll be able to perform budget analysis for your interest in that account, as you would for any other budget.
As this is a beta feature, there may be some quirks — please let us know if you find any!
The new Transactions search in beta has received a raft of improvements, as we continue to refine the feature based on feedback. These are some notable highlights from this release:
s to open the search form, and esc to close it.If you’ve given the new transaction search a try before and switched back to legacy search, give it another go by toggling it on in your Beta Settings!
You can now drag and drop files from anywhere onto your PocketSmith window to upload them quickly!
If you drop them on an individual transaction, the file will be attached to that transaction, making attaching receipts to individual transactions far more convenient.
Alternatively, if you drop the file anywhere else on any page of the application, they’ll be added to the Attachment Inbox for assignment to a transaction later.
A couple of improvements have been made to the new Net Worth page, with two new toolbar toggles: Expand all sections and Hide $0 accounts.
Expand all sections allows you to see all your account balances at once, instead of only the sum total for each asset or debt type individually.
Hide $0 accounts removes all accounts with a $0 balance from view, so that old closed accounts can be easily hidden. This augments the previous addition of the option to hide any account from Net Worth.
The net worth report also now prints correctly again, with your asset and debt tables on the first pages, and the breakdown pie chart appearing on the last page.
A note widget has been released for the Dashboard! A long-requested addition, this allows you to jot things down as you’re working in PocketSmith.
Keep important financial links in one place, write todo lists and check them off, or create motivational titles for your Dashboards. Add notes as a banner widget or to any column, and use the inplace editor to quickly make changes - if you’ve not locked the widget to hide those controls.
You can now set up filters to automatically forward attachments from Gmail or Google email addresses, straight into your Attachment Inbox.
When you set up forwarding for your Attachment Inbox address in Gmail, Google will send a confirmation email through to your Attachment Inbox email address. PocketSmith now catches this email, and forwards the contents through to your email address for confirmation – so you’re in complete control of what email addresses can forward to your Attachment Inbox.
With your Attachment Inbox email address set up for fowarding, you can then set up Gmail filters to send attachments straight to PocketSmith, automatically!
The feeds page has been redesigned to improve its layout and usability.
All of your feeds are now in a sidebar for quick access. When viewing a specific feed, you can use tabs for easily accessing different details and settings for the feed.
The Net Worth report has been redesigned, and it is now easier to see the breakdown of your net worth into assets and debt, as well as account types.
There is a new pie graph to visually break down your net worth, and account types now show the total of the accounts within.
Track your net worth with the new dashboard widget, as well as the breakdown of your assets and debt into their different account types.
You have different options to choose what is shown, such as:
It’s now possible to exclude accounts that you don’t want to be included within the Net Worth report. This might be old accounts or ones that aren’t part of your own net worth.
Just head to the Account Summary page, click on MANAGE ACCOUNT > Other settings for the account that you want to remove from the Net Worth report and then uncheck the Include this account in Net Worth option.
It’s only possible to remove transaction accounts, not assets or liabilities created from the Net Worth report.
You can now quickly edit your category order and their sub-categories with a text editor, instead of dragging-and-dropping with your mouse.
This can be done by loading your existing categories into the Add new categories interface to modify them in a user-friendly editing tool.
This will only add new categories, change the category order, and adjust sub-category levels — it isn’t possible to delete categories with this interface.
For more details, check out our Learn Center guide: Restructure existing categories from a text editor.
We have added the ability to customize when your monthly and yearly periods start. This adds to the existing ability to choose the starting day of the week. This allows you to view your PocketSmith data in the date ranges that work best for you.
For example: You might want to start the month of the 15th, as this is when you get paid. Or, start the year in April to match the financial year in a different country.
You can adjust these settings within PocketSmith at User preferences > Your details and options. This will affect all pages and reports where you can use the date picker.
For more details, check out our Learn Center guide: Customizing the standard date periods.
It is now possible to automatically create a transfer cash transaction, within your cash account with a filter.
An example of how this can be used is with an ATM cash withdrawal as a transfer from your bank account to your cash account. You can use a filter to match the merchant name of the cash withdrawal from the ATM in your bank account that then creates a new transfer transaction in your cash account with the matching amount.
You can find out more details on how to use this new feature in this guide: Using a filter to create a transfer cash transaction.
All beta users now have access to a new page which allows you to categorize transactions by their merchant name. Working from left to right or right to left, you’re able to select one or more transactions grouped by their merchant and a category, then click categorize. Drag and drop is also available, for one or groups of transactions too!
This will allow you to quickly categorise a large number of common merchants more efficiently, meaning you can get on with other tasks. Become a beta user and give this a shot via Manage > Categorize by Merchant!
The Help and Profile menus have been redesigned. It now matches the rest of PocketSmith as well as making it easier to get the help you need and find the settings to manage your PocketSmith account.
Some options have been reordered and had a slight change in wording, however there is no change in functionality.
We have added a ‘Transfer options’ section when editing a category. This is now where you select to make a transfer category and manage the transfer options for the category.
When making a transfer category, we will automatically select the category type so that income and expenses are shown separately. This will ensure reports are shown correctly, but can be changed manually if needed.
Use ChatGPT to gain insights or take action on your PocketSmith data. Learn more about your money or save time categorising and editing your transactions.
Read our blog post about what we see for AI in personal finance, why we created this feature in PocketSmith, and the security considerations.
AI Tasks is now available for users that have enabled beta testing. Just click ‘🤖 AI Tasks’ in the Transactions page toolbar.
To help us improve AI Tasks, please get in touch with any feedback at [email protected].
The Cashflows report now has fixed headers for months and category names, allowing you to scroll down or across the page and still easily know what the numbers are referring to.
You no longer have to scroll back to what the month or category is in the table.
You’re now able to configure the Sankey widget, as well as the Earning and Spending widget, to analyse your budget data instead of transaction data. When you’re configuring your widget, choose “Budgets” instead of “Transactions”, in the Source section of the configuration form.
This allows you to visualize how your budget is split up amongst your categories, and compare on a broader scale what you planned to do versus what actually happened with your spending.
A new Backup and Restore feature has been released, which allows you to back up all your transaction information into CSV. This extends the previous CSV downloads that were available, to now include bank and account number information.
This CSV can then be used to restore your categorised transaction history, account names, labels, notes and balances – either to your existing user account or a completely different one if needed.
The new transaction search interface has now been released into beta, following a solid test period internally and from a number of early access users.
Everyone can now turn the new search on from the Beta Settings area. We’ll continue to improve this feature as feedback continues to arrive, as we work towards this new interface replacing the legacy search.
A new mobile-specific template has been released for the web application Dashboard, to allow you to quickly put together a single column Dashboard designed for viewing in your phone’s mobile web browser, as described previously.
You can find this template when clicking “Add new dashboard” on the web application. Then when you load the Dashboard on mobile, if you’ve not previously selected a dashboard on your device, the first one with “mobile” in the dashboard name will be chosen automatically.
