PocketSmith Mobile

What do you want to see in the PocketSmith mobile apps?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. native iPhone app

    I know a lot of work has gone into the mobile web, but surveys show people prefer native apps to mobile websites. I would like a native iPhone app, and would be willing to pay a modest fee for it.

    187 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      beta  ·  Jayson HoogeveenJayson Hoogeveen responded

      The PocketSmith companion mobile app is now in public beta, which means it’s available for everyone to download and test. The app is available for iOS and Android, and will let you quickly categorize transactions and view your account balances. You can also view and edit transactions. Learn more at https://psmth.to/mobile.

    • Add cash transaction

      I've previously used Pocketbook, which has a quick and easy entry of a cash transaction. This is handy when you are out and about and don't have access to the full website.
      Could this "Add Transaction" please be added to the the mobile app?

      135 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • Attach photos of receipts to transactions

        I'd like a mobile app to have an expenses reconciliation feature that allows me to take a photo of a receipt at time of purchase, then lets me match that receipt to the relevant transaction once it shows up in my statement.

        Even better would be if you could OCR the receipt to figure out what it what I bought and add that text as labels to the transaction.

        It would be a great option for managing warranty claims as I would always know where to go to get the receipt!

        114 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • See budgets

          I would like the ability to see budgets on the go so I can decide whether i can eat out or not etc.

          82 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • Forecast Calendar View

            I pretty much live in this view on the web version - I beleive this should be ported to the Mobile versions.

            82 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • Windows Phone app

              We are currently only developing mobile apps for Android and iOS. If you would like to also see an app for Windows Phone, please add your votes to this idea.

              70 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • "Can I spend" feature...

                Hey there

                I really like the "can I spend" feature on pocket-smith mobile. It occurs to me that there are two logical extensions to this feature:

                If the answer is NO

                - the app should tell me HOW MUCH I can spend without going below zero during this period.

                - the app should also tell me WHEN I can spend much without going below zero during this period.

                Another observation to make is that in the settings "balance to check" is a poor field description. Also, when the answer is "no" surely it should say this rather than "can't" which…

                53 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • Universal Windows app

                  A Universal Windows app would be nice - and would cover both desktop and mobile Windows users

                  42 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • Categorize Transactions

                    I would like the ability to categorize transactions from the mobile app.

                    30 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                    • Allow manual entry and categorisation of transactions (like YNAB)

                      Just like with the new YNAB app, I'd like to be able to fully enter transactions as they happen on the mobile app. Able to enter account, category, merchant, amount, and have the app remember the account, category and merchant for this location and default for next time. It's so useful to have new transactions entered as they happen. Later on the web site and the bank transaction came in, it'd link with the manual one and you could optionally confirm the categorisation rule.

                      20 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • Add notifications for new uncategorised transactions

                        Problem: The new Android app is great, BUT I keep forgetting to use it, and I end up with piles of uncategorized transactions going back several weeks. By which time, I have forgotten what some transactions were (due to poor descriptions in the merchant field.

                        Solution: Whenever Pocketsmith detects a new uncategorised transaction that is not categorized by any filters or rules, generate a mobile app notification immediately, prompting the user to categorise it now, while it's fresh in the memory. It might also be good to give users options to reduce the number of notifications by grouping them together…

                        18 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Admin →
                        • Ability to ensure net worth does not reflect short term business expenses

                          As business expenses can be paid personally that are later repaid by the employer at the end of the month, I would not want this to reflect in a negative way in the Net Worth figure.

                          I ideally any business expenses (which could be defined based on the category) should create a corresponding asset, which once paid would clear both accounts.

                          This could also be used for short term loans where an ATM withdrawal or transfer could be handled in a similar way. The feature could also have a report, making it easy to do end of month expense reports…

                          14 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • Push notifications for budgets

                            I would like push notifications or emails when selected expense categories have almost reached the budgeted amount

                            10 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Need to view balances in line!

                              Currently the mobile app only list transaction amounts on the left hand side, but we also need the running balance on the right hand side as well.

                              9 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • I would love to see the ability to add/edit categories through the mobile app.

                                So at present all the category adding/editing has to be done through the website. However when i am out and about and i make a transaction that i would consider a new catagory i have to wait until i am back at a computer before i can add it. It would be really nice to just be able to add the new category then and there from the mobile app.

                                8 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • Make display order of categories predictable

                                  I'm thinking about ways to make it easier to find the category I want to categorize transactions on the run. Currently (Android, 1.0b36) only the Pocketsmith default categories are alphabetical, with custom categories beneath those in what looks like order of creating.

                                  The option to promote special/star categories (groceries, eating out) to top of list might be good, but the obvious easy win is to sort them all alphabetically.

                                  7 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • Ability to mark a transaction as a transfer in edit and category assignment mode.

                                    Ability to mark a transaction as a transfer in edit and category assignment mode.

                                    7 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • Categorize Expenditures from mobile site

                                      I would love to have the ability to make a purchase and then re-categorize it (if it needs to be recategorized) from my smart phone while I have the receipt in hand. Why is there no Application..just a mobile site?

                                      7 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        1 comment  ·  Admin →
                                        beta  ·  Jayson HoogeveenJayson Hoogeveen responded

                                        We are close to releasing our mobile apps and categorizing transactions is in the first version. You can see what we have planned and how to become a tester at http://psmth.to/mobile

                                      • Responsible spontaneity!

                                        I'd like the option to see upon first opening the app a 'safe balance' figure for a selected budget.

                                        This would enable me, for example, to decide at a glance whether I could eat out or if I should wait to get home.

                                        For this to really work the budget would need to rollover between periods, adding the surplus or deficit from one period to the next.

                                        A widget for this figure would also be good.

                                        6 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • 'Confirm' transactions workflow for mobile app

                                          It would be great to be able to confirm transactions within the mobile apps (I use IOS)

                                          This would be almost identical to 'categorizing' transactions, simply allowing you to confirm each transactions one by one, or skip, etc.

                                          6 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            1 comment  ·  Admin →
                                          ← Previous 1

                                          PocketSmith Mobile

                                          Feedback and Knowledge Base