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  1. Apply rules during the confirmation stage

    Currently, I have to "confirm" each instance of an individual type of transaction. I'd like to be able to apply a rule to either confirm or change at this stage.

    4 votes
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    • Enable Direct Bank Feeds without requiring banking password

      This idea was declined in early 2014 on the basis that Xero also uses Yodlee to enable bank feeds via the customer providing their username / password.

      That was / is no longer correct, Xero enables customers to obtain bank feeds without handing over their username / password with all major banks.

      Xero provides two options depending upon the bank; one being direct feeds (https://help.xero.com/au/BankFeedsDirect) and the other being Yodlee (https://help.xero.com/au/YodleeFeedAdd).

      I have used Xero for many years without ever providing username / passwords to our internet banking accounts; and Xero has never had an issue…

      2 votes
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      • Net Worth page Category Sub-totals

        Can we have sub-totals for each category (i.e. Bank, Credit Card, Investment, Property, Vehicle, Other, etc). Just makes it a little easier when you have lots (and lots) of accounts in each category. You can then see at a glance the total of your your bank accounts, for example.

        6 votes
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        • Option to have secondary scenario current balance always zero

          Imagine you set up a secondary scenario for (say) a second job.

          You set it to start at zero balance Jan 1.
          Budget for 500 a week starting Feb 1.

          Now imagine the date is July 1, you did actually get this second job, and the income has been put in the account the secondary scenario is associated with.

          The current account balance is correct, and includes the second job income.
          The secondary scenario also includes the income as it's historical balance, causing it to be double counted, and there will be a big jump in projected balance for one…

          1 vote
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          • What is Logo Design?

            Hello, Hope everyone is great. I am a new member of this platform and having to know about logo design. I will be gladder if anyone are interested to guide me about it.
            http://www.abcdesign.com

            1 vote
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            • Default Uber and Lyft to something that's not travel

              Since these are not travel services. I categorize them as Public Transportation.

              1 vote
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              • Advanced category rules using regular expressions

                Or something that achieves the same thing while being normal person friendly.

                1 vote
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                • 1 vote
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                  • Personal Assistant

                    Partner with AI such as Amazon Alexi to allow a personal assistant interface. It would be convenient to categorize, schedule budgets, check balances, what-if analysis using a personal assistant!

                    1 vote
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                    • 1 vote
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                      • Automatically re-run filters on transactions if they (the transactions) have been changed.

                        I would like the Filters functionality to recognize that a transaction has been changed, either by having its labels removed, name changed, etc., and re-run to correct the changes.

                        For example, if I have a Filter set to add a label "coffee" to a transaction from Starbucks and I later remove that label from the transaction, the Filter does not re-run to re-apply that label to that transaction.

                        I believe the issue lies in the tag on the transaction that says it has been filtered. I think a solution would be if a transaction is changed from the configuration that…

                        4 votes
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                        • Update existing Category Rule when new Transaction is cartegorised

                          Like ps to extend my existing Cat Rules when i categorise a new Merchant
                          Art the moment it addes a second rule for that Category

                          this makes it impossible to know what rules exist for any one category ie i only have 40 categories - yet i have 200 Category rules

                          Alternatively allow grouping/editing of Cat Rules

                          24 votes
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                          • Add A total "Cash on hand" card to the Dashboard

                            I would Like to be able to see what my current total Cash on Hand is today on the dash board not the net value of cash and "Cash assets" for example something comes up and I need 25k tomorrow but its spread across a range of accounts I would like to see what my total is of "cash"
                            Currently the cash flow shows the addition of small assets as cash when in reality some assets and securities are not liquid enough to be included

                            1 vote
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                            • Income and Expense: Does not Match Budget View (Collapse and Expand)

                              When Looking at the Income and Expense Report, I see that it is totalling the current budget YTD. However, when trying to study spending, I notice that it does not match how the budget is set up.

                              Example: Budget has parent and subcategories. Why does the Income and Expense Statment not show this?

                              I also noticed, that I have expense items in my income portion of the Income and Expense Statement, rather than it adjusting the expense.

                              Example
                              - Spent 1000 on clothing
                              - 200 dollars came back in refunds.

                              My system shows 200 in income and 1000 in expenses…

                              3 votes
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                              • Prettier expense reporting

                                Prettier expense reports. Alternating row colours and highlighting the category rows would be great. I do all this manually before sending to my accountant atm. Oh and another column that shows the GST for each expense would be good.

                                1 vote
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                                • Category re-mapping

                                  I use a custom set of Category rules. However, there is some overlap between the default credit card category set and my system. I wish there was a way to map default categories to custom categories. For Example: anything that matches "Telephone Services" be routed to "Internet & Connectivity"

                                  I've attempted to do this with filters but that hasn't worked. I don't know if the category is applied when the filters run. Even just adding it to this would be a win

                                  3 votes
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                                  • Add support for more decimal places

                                    One of the reasons I just started using PoketSmith is because it supports multi-currency (I understand it's in beta at the time of writing).

                                    I was sooooo happy about this, but then I got sad after learning that I can only use 2 decimal places in any currency. ):

                                    Is there any chance to add support for more decimal places? I have some transactions with 7 decimals places at the moment, and those places are actually meaningful.

                                    Thank you!

                                    1 vote
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                                    • Compact Account Summary View

                                      With a large number of accounts, the Account Summary page can be cumbersome. Some vertical real-estate optimization would be nice, but ideally we need the ability to see this view in a compact mode with Expand/Collapse controls.

                                      6 votes
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                                      • Fortnightly date range options

                                        I would like a 'fortnightly' option added to date range options.

                                        All but one of my incomes & expenses are weekly/fortnightly, so fortnightly budgeting is natural. Having to always enter a custom date range is tedious. The thought of budgeting with a time unit that is inconsistent (the month) makes my eye twitch.

                                        Pocketsmith, you're an NZ company, most Kiwis are paid fortnightly and many expenses are weekly/fortnightly. Do it for your fellow Kiwis!

                                        3 votes
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                                        • Alerts as PS MESSAGEs - PocketSmith Errors/Warning Not Seen

                                          On Fri, 28 Oct 2016 at 10:11 Dennis Bareis <dbareis@gmail.com> wrote:

                                          Hi,

                                          I have set it up so that when I logon I go directly to the transactions page. I have been having PayPal sync issues (need to reenter credentials) which I'm still investigating, I never get to see the sync error.

                                          I think it would be better if those sorts of warnings and errors (not alerts I may have set up) would have their own "Messages" tab along side "Team" and "Updates" so that they are visible no matter where you are (they should still also remain…

                                          1 vote
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                                            1 comment  ·  Admin →
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