Product Updates | PocketSmith

New PocketSmith desktop release

Wed, 10 Sep 2025 12:00:00 +0000

A new version of the PocketSmith desktop application has been released, bringing us up to version 0.5.0. This brings a large number of improvements, including a new menu bar (macOS)/taskbar (Windows), or panel (Linux) Icon, which allows you to sync feeds without opening the application.

Navigation has been improved to match the main web application. There’s also a new Actions menu, letting you perform common set-up actions from one location. We’ve also included a new build for ARM64 as well, so you can run the PocketSmith desktop app on your Raspberry Pi if you want to!

Head over to the download page on our website to grab the new version.

Default category structure introduced

Wed, 27 Aug 2025 12:00:00 +0000

We have introduced a default category structure for the categories that come from bank feed automatic categorisation, as well as other PFMs. These introduce sensible parent categories to group these together, as well as attractive default colors and a relevant category type.

While this primarily affects people getting set up with PocketSmith for the first time, you’re also able to apply this category structure to your existing categories in PocketSmith by clicking the “Auto-organise” button in the Categories page toolbar.

You can read more about the default category structure on our Learn Centre here.

Family Group Discounts released

Wed, 23 Jul 2025 12:00:00 +0000

Family Group Discounts have been released! This is a way for existing PocketSmith subscribers to pay for their family member’s monthly PocketSmith subscriptions, for any plan level, and get a 40% discount.

You can read more details on how Family Group Discounts work on our blog here.

Hide categories per-report on Income & Expense

Tue, 10 Jun 2025 12:00:00 +0000

Hot on the heels of the release of saved reports for Income & Expense a couple of weeks ago, categories can now be hidden on a per-saved-report basis, instead of globally for all reports as it did previously.

When you have any hidden categories, a menu item that opens a management modal appears below the toggles in the sidebar. You can adjust what categories are hidden within this, and then either view those changes temporarily, or save them against the report that you’re viewing.

Bill management adds grace period before overdue

Mon, 09 Jun 2025 12:00:00 +0000

Bill categories can now have a grace period set against them on a category level. This grace period means the bill won’t show as overdue, until the chosen number of days after the due date has passed.

This is useful if you experience any delay in bill transactions appearing in PocketSmith, despite the payment having left your account. Previously the bill would show as “overdue” during this delay – now if you enter a grace period in days, it’ll show as an “upcoming” bill instead during the delay. Also helpful if you like to live life on the edge and delay paying your bills, but still stay on track with Safe Balance!

Improvement to roll-up handling for categories

Sun, 08 Jun 2025 12:00:00 +0000

A change that prevents transfer categories from being rolled-up into non-transfer categories, and vice versa, has been released for the Income and Expense and Budget pages.

As transfer categories fundamentally differ from non-transfer categories, rolling one into the other leads to a number of quirks, such as the income part of a transfer being seen as a refund when rolled up into an expense category, and other various nonsense.

You can find the full explanation of this behaviour on the Learn Center.

Save your reports in the Income & Expense Statement

Tue, 27 May 2025 12:00:00 +0000

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!

Cascade category colour selection to sub-categories and budgets

Wed, 21 May 2025 12:00:00 +0000

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.

New option to use a category for forecasting interest

Fri, 18 Apr 2025 12:00:00 +0000

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!

Transaction search beta updates

Mon, 14 Apr 2025 12:00:00 +0000

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:

Keyword searching no longer adds lozenges, so you can live-edit your keyword search to refine results.
Merchant keyword search controls have been moved into the advanced area, giving them more space and easier control.
The search bar now sits in the toolbar, saving significant vertical space.
The advanced search panel now appears in the graph area at the top of the page — saving space and never obscuring the first search result.
A couple of quick keys have been added — press 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!

Drag and drop files into PocketSmith

Thu, 06 Mar 2025 11:00:00 +0000

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.

Net Worth page improvements

Thu, 30 Jan 2025 11:00:00 +0000

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.

New note widget for your Dashboard

Tue, 21 Jan 2025 11:00:00 +0000

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.

Automatic forwarding from Gmail for Attachment Inbox

Sun, 19 Jan 2025 11:00:00 +0000

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!

Improved feeds page

Wed, 18 Dec 2024 11:00:00 +0000

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.

Improved Net Worth report

Mon, 09 Dec 2024 11:00:00 +0000

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.

New net worth widget

Wed, 27 Nov 2024 11:00:00 +0000

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:

Show or hide the net worth, assets or debt sections
Show or hide account type totals
Show or hide the graph
Gradient or plain background
Sort by default order or by balance amounts
Show or hide selected accounts or account types

Exclude accounts on the Net Worth page

Thu, 21 Nov 2024 11:00:00 +0000

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.

Restructure your existing categories with a text editor

Tue, 19 Nov 2024 11:00:00 +0000

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.

Custom start dates for month and year date ranges

Mon, 18 Nov 2024 11:00:00 +0000

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.

New filter to create transfer cash transactions

Sat, 14 Sep 2024 12:00:00 +0000

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.

Categorize by Merchants page in beta

Tue, 20 Aug 2024 12:00:00 +0000

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!

Improved Help and Profile menus

Mon, 15 Jul 2024 12:00:00 +0000

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.

Improved transfer options for categories

Wed, 12 Jun 2024 12:00:00 +0000

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.

AI Tasks in beta

Mon, 27 May 2024 12:00:00 +0000

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 ai@pocketsmith.com.

Fixed headers for month and category names on the Cashflows report

Wed, 22 May 2024 12:00:00 +0000

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.

Budgets mode for Sankey and Earning and Spending dashboard widgets

Thu, 16 May 2024 12:00:00 +0000

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.

Backup and Restore feature released

Wed, 15 May 2024 12:00:00 +0000

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.

New transactions search now in beta

Thu, 09 May 2024 12:00:00 +0000

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.

New mobile dashboard template for web

Mon, 22 Apr 2024 12:00:00 +0000

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.

New version of iOS mobile app released

Sun, 14 Apr 2024 12:00:00 +0000

A new version of the iOS has been released, with the following changes. Grab it now from the App Store!

Adding pending and transfer status icons to transaction reviewing screen.
Banks feeds will sync individually, based on whether syncing is available. This should improve performance for people with many bank feeds.
Reinstalling the application will clear extra app data, allowing reinstalling to solve some rare bugs.

Extended support for QIF file importing

Wed, 03 Apr 2024 11:00:00 +0000

PocketSmith’s support for the QIF file format has been extended, with long-awaited features, including:

split transactions
transaction labels
use of the memo field as a note

As one of the most commonly used file formats for transactions, we hope that this makes things easier to get your transactions in PocketSmith if you manually import your files.

Safe balance popups now give access to budgets and transactions

Wed, 27 Mar 2024 11:00:00 +0000

New buttons have been added to the safe balance popups, which when clicked show the budgets and transactions within that budget period, leading to the safe balance shown.

This provides better access to the information required to figure out why you’ve ended up with the safe balance shown in the application, and make it easier to course-correct as needed.

Uncategorized transactions can now be shown in the Budget page

Tue, 26 Mar 2024 11:00:00 +0000

In order to give people who have some uncategorized transactions a complete picture, the Budget page now features a toggle in the toolbar to “include uncategorized”. This will add uncategorized transactions to the Budget Summary at the top of the page, and include an “Uncategorized” row at the bottom of the page.

Clicking this “Uncategorized” will take you through to a trends summary for your uncategorized transactions, which works the same as any other unbudgeted category.

Bank logos now appear alongside account names

Mon, 25 Mar 2024 11:00:00 +0000

A change has been released to display your bank logos alongside your account names for accounts connected to a feed, in the sidebar throughout the application as well as the Account Summary. This makes it quicker to identify accounts as being from a certain bank, especially when managing many accounts.

In cases where the account is not associated with a feed, you’ll see the first letter of the bank specified in the Account Summary in front of a coloured dot. This means that offline accounts will still be able to be easily distinguished from each other.

Dark mode PocketSmith now in beta

Wed, 13 Mar 2024 11:00:00 +0000

If you’re a beta user, you’ll now see a new option to activate a dark theme for PocketSmith, at the bottom of your User Preferences modal, as an alternative to the default light theme. As different themes are in beta, this is not perfect – but it’s still an improvement for people who prefer a darker application.

You can also choose an “automatic” option as well, which switches between light and dark mode automatically, based on your operating system’s appearance settings - particularly useful if you switch between light and dark themes in your operating system depending upon the time of day.

If you’re not already a beta user, just opt in via User Preferences » Beta settings, and you’ll see the new options pop up at the bottom of “Your details and options” then.

Filtering options added to category budgets modal

Thu, 07 Mar 2024 11:00:00 +0000

A new dropdown now appears to the top right of the category budgets modal, which lists all budgets within a particular category. This allows you to filter the budgets shown within to current repeating budgets (the default), all repeating budgets and all budgets (including one-off events).

This makes it much easier to nail down exactly which budgets are currently affecting your forecast, so that you can make any edits required to your ongoing budget.

Rollover amounts can now be fully edited

Wed, 06 Mar 2024 11:00:00 +0000

Up until now, the rollover beta feature has only allowed you to reset an individual rollover amount for a period to $0. We’ve just released an update so that you can edit individual rollover amounts to any value that you require.

This allows for more fine-grained control of rollovers, without needing to resort to editing individual budgets with one-off events to account for changes in the rollover amount available in a category. This is especially helpful for people who people who have an existing rollover “balance” for a budget!

Track balance changes automatically enabled for new "investment" accounts

Tue, 05 Mar 2024 11:00:00 +0000

The “track balance changes” feature was released at the end of 2021, and is described in this blog post. This has been working very well for accounts which regularly change in value, but don’t have transactions that account for those value changes - like investment accounts.

In light of this, PocketSmith will now automatically turn this option on for any new investment accounts which are created via a Feed, or if an existing account is switched to the “investment” account type.

Auto-budget and transfer category improvements

Mon, 04 Mar 2024 11:00:00 +0000

We’ve simplified a couple of systems related to auto-budgets and transfer categories, which leads to a much better experience.

Firstly, auto-budgets is now more stringent in creating budgets, which means you’re far less likely to have budgets created for small amounts - for example, a refund that you’d received in your “Groceries” category.

Secondly, fewer categories are flagged as transfer categories by default, based upon feedback from our users. This results in a better experience for people repaying loans and mortgages, as these categories will no longer be automatically flagged as a transfer.

Improvements to transaction ordering on the Transactions page

Tue, 27 Feb 2024 11:00:00 +0000

Changes have been made to ensure that all transactions within an account on a single day appear adjacently to one another when ordering by date, instead of the transactions shuffling between accounts.

This change makes it easier to view transactions in a single day and the resulting balances of the account, plus ensures that split transactions will always appear adjacent to the original transaction.

Transactions column chart can now refer to category type

Tue, 30 Jan 2024 11:00:00 +0000

In order to allow people to set up the transaction column chart to more closely match the Income and Expense report, a new configuration option has been added to the widget: “Income and expense transactions determined by category type”.

Activating this option will mean that the widget refers to a transaction’s category type to determine whether it should show within the earned or spent column. An example outcome of this is that refunds will now be taken in account, reducing the amount that appears in a “spending” column.

Filter and saved search management for new transaction search

Mon, 22 Jan 2024 00:00:00 +0000

The next phase of the new transaction search in beta has arrived. Along with other small improvements, it introduces full management for saved searches and filters - so you’ll no longer need to turn off the new transaction search to manage these.

Along with this, the “Bulk actions” modal pop-up which appears when selecting transactions and clicking “More…” has received a redesign, when you’re using the new transaction search.

This completes the overall experience of this upgrade. We’ll be continuing to refine the user interface of the new search, after which we’ll release this as a public feature preview. In the meantime if you’d like access, please get in touch and let us know!

Choose feed transaction history start date

Fri, 15 Dec 2023 00:00:00 +0000

Not everyone wants or needs to have all available history imported for their feeds, especially when first getting started with PocketSmith. This has become particularly relevant as more data providers with access to larger transaction history - sorting through a full year of transactions can be laborious if you only want to start tracking your spending from today.

Now when you first set up a bank feed, or click “History settings” in the Manage Feeds page toolbar, you’re able to choose what date you want transactions from newly added feeds to import from. Note that this will not affect your existing feeds or transaction history - only newly linked feed accounts will take this setting into account.

Added support for resuming file imports

Tue, 21 Nov 2023 00:00:00 +0000

Along with some other improvements for file imports which offer better progress monitoring for imported files, all imports are now able to be resumed, and will be remembered if you close the application.

For regular file imports for a bank, this means that you’ll be notified that the import has completed – or still in progress across – all pages of the application. This is displayed on the lower left, as shown in the screenshot. Clicking “Show” will show you more detailed progress.

This also means that for larger imports (such as when importing from other personal finance tools), you can close your browser window and come back at a later time to complete the final stages of the import, once the heavy lifting has been completed.

Respecting safe balance in the dashboard widgets

Mon, 06 Nov 2023 00:00:00 +0000

All widgets in the dashboard now take safe balance into account across the board, including the balance graph, total balance and account list widgets. These widgets will show the safe balance for activated accounts by default, and features a clickable balance information popup which shows related balance information.

There is still a bit of work to complete prior to safe balance being able to exit beta (not the least of which is full mobile support) - but this is a key component along the path to that.

Adding "only" condition in merchant transaction search

Thu, 12 Oct 2023 00:00:00 +0000

A new option has been added to the merchant section of the transactions search, where you can specify “only” as a condition, alongside the existing “all” and “any” options.

This means that you can be super specific about what transactions you’re matching – for example, you can find transactions with only “Wool” as the merchant, without matching “Woolworths” transactions too.

Unmarking transactions as transfer upon category reassignment

Fri, 06 Oct 2023 00:00:00 +0000

Improvements have been made to ensure that a transaction doesn’t continue to be marked as a transfer, if that transaction is uncategorised or reassigned to a non-transfer category. This matches the existing behaviour where transactions are marked as a transfer, if assigned to a transfer category. This behaviour won’t occur if the transaction in question already has a matching transfer transaction (of the same date and amount in a different account).

This process will mean that less management of the transfer status of transactions is required, when recategorising transactions that automatic categorisation processes might have gotten wrong.

Improvements to the "synced" feed status display

Thu, 28 Sep 2023 00:00:00 +0000

We’ve made changes to make the feed “synced” status easier to interpret, with a clearer display of how long ago the feed last synced. The colour of the “synced” status will also change from green to orange if the feed last synced more than 2 days ago.

These changes will make it easier to identify if something is going wrong, even if the official status of the feed is that it has synced.

New transaction search interface available under limited preview

Mon, 14 Aug 2023 00:00:00 +0000

We’ve been hard at work on a new transaction search interface, which we’re confident enough to release to limited preview. It’s still a work in progress, and features are still actively being added to it (such as being able to manage your Filters using this new interface).

Despite that, it’s certainly ready for everyone who would like to give it a spin at this early stage - just reach out to us and let us know. We’ll activate the ability to be able to toggle the search on and off from the User Preferences > Beta Settings area, so that you can control when you want to see the new search and not. Get in touch now to get access!

Rollover can be optionally shown in I&E and Budget analysis

Tue, 04 Jul 2023 00:00:00 +0000

If you are using rollover on some of your budgets, you will now see an extra setting on both the Income & Expense and Budget pages.

The Budget page setting lets you choose if you want rollover amounts included in the budget bar totals at the top of the page. The Income & Expense report setting allows you to decide if you want the rollover amounts included within all totals in the report.

Previously, there was no option and the rollover amounts were always included. These settings provide you with more control over when rollover amounts are included, which is useful if you’re trying to compare what your income and expenses will be for a period.

Further improvements to how rollover amounts are shown on these pages are planned.

Transaction date now the default for bank feed transactions

Thu, 22 Jun 2023 00:00:00 +0000

All new bank feed accounts created after today will default to using the transaction / card swipe date for transactions, instead of the posted date, when possible.

The transaction date is the date that you actually transacted, whereas the posted date is when the bank actually processes the transaction. Often these are the same date, but sometimes - for example on weekends - it can take a few days for the transaction to post / process.

In cases where this data is available to us (and it’s not in all cases, especially for open banking feeds), it’ll mean that your dates in PocketSmith are far more likely to match the dates seen in your banking apps, and also results in better alignment for spending inside budget periods too.

Older accounts can have this optioned turned on for them as well, just get in touch and we can activate this for you!

Introducing new system for getting bank feed support

Mon, 22 May 2023 00:00:00 +0000

In order to ensure we’re delivering the most accurate and timely bank feed support possible, we’ve introduced a new system for getting support for any bank feed issues that you’re experiencing.

After clicking on “Feed help” from the main help menu, you’ll be guided through specifying the issue that you’re experiencing, what feed you’re having trouble with, and any additional information needed so we can help you as swiftly as possible.

You’ll spend less time requesting help now, along with fewer back-and-forward emails between yourself and the support team to provide all the information needed to get you the help needed.

You can access this new feature now by navigating to the help (?) menu and clicking “Feed help”.

Search for transactions without specific labels

Tue, 07 Mar 2023 00:00:00 +0000

The transactions page now lets you search for transactions which don’t have specific labels, by choosing “none” when choosing some labels in the search form. In this mode, only transactions that have none of the selected labels will be returned.

This comes along with a tweak in the way that the label search options are presented: there is now a dropdown with the three options within it: any, all, and none. The “all” option replaces the “Match all” checkbox that was previously used.

This new capability will be extremely helpful especially when combined with other search fields, and once stored as a saved search, will be great for use in various Dashboard widgets.

Categories on Income & Expense report can now be rolled up into parent

Fri, 03 Mar 2023 00:00:00 +0000

Now you’re able to click the roll-up icon on the right of each row in the Income & Expense report to roll-up the numbers of a child category into its parent.

The roll-up status is kept consistent between the Budget page and the Income and Expense report, to ensure simpler comparison between individual categories across these features.

This change also adds guidance alongside the sum totals that appear at the bottom of the table, in the cases that the numbers include hidden categories or exclude rolled-up categories.

The category type is always shown on the Categories page

Tue, 14 Feb 2023 00:00:00 +0000

It’s not always clear what category settings have been applied for a particular category. And as it’s a key part of how category-based budget reporting is performed, this setting is now front-and-center on the Categories page. It’ll show as either “Income”, “Expense” or “Expense and Income” depending on the category type settings which are applied.

In addition, the category type will now automatically change to the correct type, if you edit the only budget in the category to be a different type. So if you accidentally create your “Wages” budget to be an expense budget at first, editing that budget to be an income will have the category type change to income.

Nest categories on Income & Expense report; rollup coming soon

Wed, 08 Feb 2023 00:00:00 +0000

The first of a two-part upgrade has been released for the Income & Expense report - categories can now be nested underneath their parent categories. You’ll find a new “Nest categories” toggle in the left-hand sidebar to activate this new mode.

The change is for better visual organization of the report, for the moment. Further improvements to fully support budget rollup into parent categories (as we do in budget analysis) is coming soon. We understand how important rollup is in this report for many of you, but we didn’t want to delay getting basic nesting released while development continues.

Along with the future release of rollup, we’ll also be improving the exports to include more nesting information within them, as well as introducing more guidance around the amounts displayed - in particular when parent categories are collapsed.

Dashboard: use saved searches for transaction based widgets

Sat, 24 Dec 2022 00:00:00 +0000

Some dashboard widgets focus on transaction analysis, and allow for a range of filtering options to choose which transactions are included in analysis. These widgets are the earning and spending pie chart, the category sankey diagram, and the transactions column widget.

Our second upgrade for Christmas: you can now switch from regular filtering for these widgets, to instead use saved searches to select which transactions are included! This means all the power of the search on the transactions page is now available to the above widgets.

You can show an earning and spending widget for a particular transaction label, or have a sankey diagram of transactions larger than a given amount, or put together a transactions column showing only transfers within the last 3 months that are over $100 in AUD, that include the word “christmas” in their description.

We wish you a very happy festive period, and are looking forward to sharing all the product improvements we’ll release in 2023 with you!

Transactions popup upgrade: filtering and sorting

Fri, 23 Dec 2022 00:00:00 +0000

When you click on a sum of transactions in PocketSmith, you’ll be displayed the contributing transactions within a popup. As our first upgrade for Christmas this year, the new version of the popup has just been released:

a more compact design, meaning more transaction rows are visible
a search box at the top, to let you filter transactions
a sort order dropdown, adjusting the order that transactions are displayed in

As such an important part of being able to quickly view individual transactions that sum to the clicked number, this change should make finding relevant transactions faster. It’s just the start too - a second stage of improvements to the popup is planned, enabling quick transaction changes within the popup.

Stay tuned for our second Christmas upgrade tomorrow!

Dashboard hits prime-time with better mobile support

Thu, 17 Nov 2022 00:00:00 +0000

We’ve released some changes which makes it easier to view web application dashboards tailored for your phone.

You can now create a mobile-specific dashboard with a single column of widgets, customized as needed. Once you’re done, navigate to the Dashboard on your phone (selecting “remember me” when you log in), choose the Dashboard and “Add to Home screen” for easy access to your mobile dashboard into the future. This will help see you through until we add full Dashboard support on the native mobile apps.

With this release, we’ve also pushed the new Dashboard into prime-time, with the older dashboard now called the legacy dashboard. More updates are coming soon!

Basiq CDR open banking feeds now released in Australia

Fri, 28 Oct 2022 00:00:00 +0000

We’re happy to announce that all Basiq open banking feeds in Australia have now been enabled. These are all available via the regular feed search in PocketSmith, and are denoted by the “Open Banking” tag that appears to the right of each search result.

While everything is working well for the majority of customers, CDR open banking data sharing is still a fairly new concept. As a result, some banks still struggle to supply data reliably and completely. Please send us an email if you experience any problems, and we’ll be happy to look into the issue.

Import your MoneyBrilliant data into PocketSmith in a jiffy

Wed, 26 Oct 2022 00:00:00 +0000

We’ve launched an importer for data exported from MoneyBrilliant, who have recently announced that they’re closing down the service over the next 6 weeks.

The data exports from MoneyBrilliant are in Excel format, and contain a lot of information - accounts, transactions, budgets and categories. Our importer can slurp up all this information and get your PocketSmith account set up with the data in minutes.

Further information on this soon, but for the moment you can check it out over at https://my.pocketsmith.com/setup/money_brilliant.

Progress on open banking feeds in Australia via Basiq

Wed, 05 Oct 2022 00:00:00 +0000

We’re nearing the full release for open banking feeds in Australia, with our new data partner Basiq. You can already add open banking feeds for Macquarie, Up, Ubank (ex-86400) and HSBC yourself, via the add feed search form.

People who get in touch are also able to migrate to using open banking feeds as well - so please send us an email if you’d like to switch.

As we learn about the nature of Australian CDR open banking feeds, we’re updating our Learn Center article with details. If you’re interested in some background reading, you can find all the details on our blog.

Transaction search form date ranges are now relative to today

Tue, 04 Oct 2022 00:00:00 +0000

When searching for transactions between date periods, the selectable date ranges are now always relative to today.

In the past, date periods were stored as at a fixed point in time - when the saved search was created. Now, the date periods change on an ongoing basis, as time moves forward. For example, this means a saved search for transactions from “last week” will always return transactions from the week before the current week, even if the search is saved.

New rolling date periods available in date pickers

Thu, 22 Sep 2022 00:00:00 +0000

All date pickers throughout PocketSmith have been updated to include new rolling date period options. You can now choose rolling week, rolling month, or rolling year options, which change with today’s date. So for example, if it’s September 22 today, “rolling month” would select dates between August 23 until September 22.

Transactions column widget released

Thu, 08 Sep 2022 00:00:00 +0000

A new widget has been released for the Dashboard, a transactions column widget! This is an extremely flexible widget that can be used in many ways, to present the total sum of transactions across a date period as a column chart.

Category sankey diagram widget released

Fri, 12 Aug 2022 00:00:00 +0000

A new banner widget has been released for the dashboard, a category sankey diagram. These diagrams depict the flow of values between heirarchical structures, which makes it particularly good for showing how money flows from parent category to children categories. Super useful if you’ve got a good set of nested categories. You can even export the diagram to an image for sharing!

New account linking interface released

Wed, 10 Aug 2022 00:00:00 +0000

An updated user interface for linking feed accounts has been released, moving away from the two-step process for linking feed accounts to PocketSmith after a feed has been connected. It’s now easier to choose between linking existing accounts to feed accounts, or create new accounts from the feed. More cues are provided to guide you through the process, which is especially important if you’re moving feeds between data providers!

Account Summary now shows account number in the clear

Mon, 08 Aug 2022 00:00:00 +0000

A small change here - PocketSmith no longer hides the account number behind an information icon on the Account Summary page. Account numbers have become much more important since the Account Summary was built in 2014, so we’ve brought it to the fore.

The information icon still exist, but only to be clicked on to see all balances for accounts within a group (as per the screenshot below).

Advance Australia Fair: Open Banking Access Incoming With Basiq

Thu, 04 Aug 2022 00:00:00 +0000

The march of progress is upon us! We’re very happy to announce that we’re currently integrating with new data provider Basiq in Australia. Through them, we’ll be getting access to open banking feeds for all banks in Australia as they come online, and reliable traditional feeds in the interim. Read more »

Rollover Budgeting: A Clearer Picture

Mon, 27 Jun 2022 00:00:00 +0000

Rollover budgeting can now be visualized in much more detail than before, providing a clear picture on the state of your budgets. Software engineer Mike runs us through the new improvements to PocketSmith’s rollover budgeting feature. Read more »

Happy Holidays! New PocketSmith Features to Fill Your Stockings

Thu, 23 Dec 2021 00:00:00 +0000

While reflecting on the changes released during 2021, we ended up striking upon a couple of new features that will make a lot of users’ lives easier. Read on for details on how you can now perform math operations in key number fields in the application, and also filter through your financial events in the Calendar. But first, a quick recap. Read more »

PocketSmith's Brand New Main Menu

Sun, 05 Dec 2021 00:00:00 +0000

PocketSmith has a new main menu! Topline features are just a single click away, and organization of key secondary features and settings into menu groups makes everything more accessible. Check out the intuitive design and let us know your thoughts. Read more »

Tracking Balance Changes for Accounts Without Transactions

Sun, 31 Oct 2021 00:00:00 +0000

You can now automatically track balances over time for non-transactional accounts! Build a rich balance history for accounts without typical transactions, like passive investments, to give you deeper insights into your money. Check out how you can enable this new setting for each account (tl;dr: Account Summary > Manage Account > Other settings > Track balance changes). Read more »

It's Here! Launching Data Connections

Tue, 07 Sep 2021 00:00:00 +0000

After months of testing with a wonderful group of users, we’re happy to announce that Data Connections is ready for primetime. It’s time for you to dive in and experience the upgrade first-hand! Read more »

Category percentages now available on the Income & Expense Statement

Mon, 10 May 2021 00:00:00 +0000

You can now see the percentage of the total for each category in the Income & Expense Statement!

This is an exciting new method of analysis for the Income and Expense Statement, and we wanted to make it as useful as possible without impacting the clarity of the page. To that end, we’ve added the ability to toggle this feature on and off easily from the sidebar.

You’ll see a sidebar setting labeled “Show percentage of total” - switch this on, and the percentage figure will appear next to both the budgeted and actual columns. This setting will be remembered in your browser, so the next time you come back to this page it’ll be how you last left it.

Timeline for Data Connections release

Mon, 12 Apr 2021 00:00:00 +0000

Update June 4: want to get into the public beta? Please send us an email to data-connections-beta@pocketsmith.com, and we’ll sort it out!

April 29: Limited public beta. Hand-selected alpha users will be contacted for testing.

May 3 or 10: Public beta. Everyone can opt-in to data connections via Beta Settings.

May 17: Sunrise. All users are encouraged to migrate to data connections.

May 26: Sunset. Everyone will be migrated, and will need to set up bank feeds on data connections.

While we don’t foresee any changes to this timeline, things might still change. Thanks for your time and feedback during the public alpha period. If you’ve any questions, please get in touch!

Spruce up of the Income and Expense Statement released

Mon, 12 Apr 2021 00:00:00 +0000

In addition to the updates a couple of weeks ago, we’ve just released some design improvements to the Income and Expense Statement. Overall this page is now clearer and delivers more information within the available real estate. It also features a fixed header too, so you’ll never lose focus. Rows within the budget popup can now be clicked, to edit that instance of the budget - so quick changes are much easier!

All up, these recent changes have drastically improved our own financial calm when using the Income and Expense Statement. We hope they have the same effect for you!

Six improvements for the Income and Expense Statement released

Thu, 01 Apr 2021 00:00:00 +0000

We’ve launched a range of improvements for the Income and Expense Statement over the past week. These include:

a column showing the difference between budgeted and actual figures
row sorting using the column headers
a search box with a text filter rows are displayed
show a popup with relevant budgets when you click on a "Budgeted" number
provide a three-dot menu for quick access to budgets for the category row
being able to export the Income and Expense Statement into CSV or XSLX format

This feature will be receiving another update in the next couple of weeks too, so keep your eyes peeled!

Join the Data Connections public alpha!

Thu, 18 Feb 2021 00:00:00 +0000

We’ve been rebuilding the technology that connects PocketSmith to banks, improving feed reliability and the experience of managing bank feeds. Get some insight into the rebuild on the Path to PocketSmith Data Connections post on our blog.

And now, Data Connections is ready for its first showing, moving into the public alpha phase. You can now play with Data Connections in a sandboxed environment, helping us get any kinks ironed out before it is released into beta.

To find out more about the public alpha, check out the blog post The Data Connections Public Alpha. If you’d like to jump right in, send us an email to data-connections-alpha@pocketsmith.com and we’ll send you the required access details.

New histogram on the Transactions page

Wed, 27 Jan 2021 00:00:00 +0000

We have added a new chart to the Transactions page to help you analyze your transactions. It allows you to see the transaction totals for a daily, weekly, or monthly period for your current search, along with the averages over the selected time range. Just click the histogram icon on the upper right of the chart to switch to the transactions histogram.

Share PocketSmith with Tell-a-Friend and earn rewards

Mon, 21 Dec 2020 00:00:00 +0000

If you ever wanted to share PocketSmith with friends and family, this is now possible with the new Tell-a-Friend feature!

Tell-a-Friend gives you a unique link to share with people, which will give them a 30-day trial of the Premium subscription. If they decide to sign up to paid subscription at the end of their trial, you’ll get 30-days added to your own paid subscription or if on the Basic plan, a 30-day trial as well.

You can find out more about Tell-a-Friend in our blog post or the user guide.

Use the calendar to view your account balances in the mobile app

Thu, 19 Nov 2020 00:00:00 +0000

Another much-requested feature has been brought to the mobile app!

You can now view the balances for your accounts on any day in the past or future with the calendar. This includes both the actual and forecast balances for the past and forecast balances for the future.

Just tap on a day on the calendar, select the Balances option, and the balances for that day will be shown below.

Custom Dashboards Feature Preview is Live!

Fri, 30 Oct 2020 00:00:00 +0000

You can now preview new custom dashboards for web! If you’re a beta user, you would have seen the link in the Dashboard toolbar to give it a try over the past few months. Now, everyone will see this link on the right hand side of the current Dashboard.

Read all about custom dashboards on our blog and get into the nitty-gritty in the Learn Center.

Application downtime for maintenance, scheduled for Sep 30, 10:00 - 10:30 UTC

Tue, 29 Sep 2020 00:00:00 +0000

In order to perform server maintenance, PocketSmith will be offline for up to 30 minutes on Wednesday, 30 September, at 10:00 UTC. See https://everytimezone.com/s/cef0de1d for when this is in your timezone.

We apologise for the inconvenience this downtime causes. We will be posting to our status page at https://status.pocketsmith.com throughout the scheduled maintenance, so please keep an eye on that for updates as they occur. Thanks for your patience!

Updated desktop apps to v0.3

Fri, 04 Sep 2020 00:00:00 +0000

We have updated the PocketSmith desktop apps so that the underlying framework is up-to-date. The app is also now notarized with Apple, so you will no longer receive warnings when installing the application on macOS.

You can download the new desktop version at pocketsmith.com/download .

To learn more about the desktop apps, have a look at this guide in our learn center: PocketSmith Desktop Apps.

Rollover budgeting is now in beta. Try it out!

Fri, 21 Aug 2020 00:00:00 +0000

Our most requested feature is now ready for you to try!

Many of you have asked us to add rollover budgeting, and after over three years of work, we are ready to share this with you.

To understand how you can use our new rollover budgeting feature, check out this post, which explains our implementation’s power: Rollover budgeting in PocketSmith, now in beta.

Once you understand how it can be used, start creating some rollover budgets in your own PocketSmith account with the help of this guide: Rollover budgeting.

Selected date range and period remembered for Trends

Wed, 17 Jun 2020 00:00:00 +0000

The Trends page now remembers the date ranges and periods you’ve selected. This means that when you flick between categories for analysis, the date range and period will stay the same whenever possible for the selected category.

For example, if you want to view the trends in 1 monthly periods for the entire current year, you’ll only need to set this once. The 1 monthly period selection and the current year date range will be retained as you switch between different categories. We’re sure this change will save many people many clicks!

New balance graph widget and screen in the mobile apps

Thu, 09 Apr 2020 00:00:00 +0000

We’ve added a balance graph to the mobile dashboard! This handy widget allows you to see your actual and forecast balances.

Tapping on the widget takes you to a more detailed balance screen, where you can view a breakdown of your balances by account, drag the graph slider see your balances at a particular date, and compare actual and forecast balance amounts.

Use the filter icon to adjust the date range and include or exclude individual accounts.

Application downtime for maintenance, scheduled for Mar 26, 11:00 - 11:30 UTC

Wed, 25 Mar 2020 00:00:00 +0000

In order to perform server maintenance, PocketSmith will be offline for up to 30 minutes on Thursday, 26 March, at 11:00 UTC. See https://everytimezone.com/s/bfda145b for when this is in your timezone.

We apologise for the inconvenience this downtime causes. We will be posting to our status page at https://status.pocketsmith.com throughout the scheduled maintenance, so please keep an eye on that for updates as they occur. Thanks for your patience!

Setup reminders to check your budgets and categorise your transactions

Wed, 18 Mar 2020 00:00:00 +0000

Don’t let budgets and uncategorised transactions get away on you! PocketSmith reminders are here.

Keep on top of important tasks in PocketSmith, at a time that works for you. Learn how to set up mobile and email reminders in the following guide: Scheduling Reminders in PocketSmith.

Detailed popup for budget and bill events on the Calendar

Thu, 20 Feb 2020 00:00:00 +0000

We have added a new popup for budgets and bills on the calendar page to make it easier to see relevant details, including an analysis for budgets, or payment status for bills.

When you hover over a budget event, more details for the budget period will show, including the days remaining in the budget period and the total of relevant transactions. Bills will additionally show whether the bill is upcoming, has been paid, or is overdue.

Bulk actions now available while confirming transactions

Thu, 09 Jan 2020 00:00:00 +0000

It is now possible to confirm and edit multiple transactions while in the ‘Awaiting confirmation’ transaction listing.

There are now checkboxes for each transaction when confirming them. Ticking a checkbox next to transactions will show new options in the toolbar to edit or confirm the selected transactions.

Search transactions by currency code

Tue, 07 Jan 2020 00:00:00 +0000

You can now search for transactions by currency code, if you have transactions in multiple currencies. At the bottom of the transaction search criteria form, there is a new currency option, if applicable. From there, you can choose one or more currency codes that you’d like to filter your transactions by.

Calendar with budgets added to the mobile apps

Wed, 20 Nov 2019 00:00:00 +0000

We have brought the calendar to our mobile apps!

This first release of the calendar allows you to view the budget events for a selected day. It is currently read-only so budgets are not able to be edited, however more updates will be coming soon.

Added Salt Edge bank feed integration for EU and UK accounts

Thu, 31 Oct 2019 00:00:00 +0000

We have restored the ability for users with accounts in the European Union and United Kingdom to have bank feeds, by using a new bank feed provider - Salt Edge.

We found out at a very late stage that our existing bank feed provider Yodlee wasn’t going to be able to provide us with bank feeds in the EU and UK past the PSD2 deadline of 14 September 2019, as detailed in this post.

Since learning of this, we have been hard at work trying to find solutions for easily importing of transactions for EU and UK accounts. Luckily, we found that Salt Edge provided a solution that was able to work within PSD2 regulations and we have been hurriedly integrating this into PocketSmith.

We have just released the Salt Edge integration and you can find out how to set this up for your EU and UK accounts with the following guide: Salt Edge: UK & EU bank feeds.

Dark mode and budget widget for the mobile apps

Mon, 28 Oct 2019 00:00:00 +0000

The latest release of the mobile apps for Android and iOS includes a new favorite budget widget for the dashboard. With this budget widget, you can choose what categories budgets you want to quickly see on your dashboard.

We have also added dark mode to the apps. This can automatically change based on your system setting in Android 10 and iOS 13, or you can change it manually from the app.

Multi-currency enhancements

Thu, 17 Oct 2019 00:00:00 +0000

As we continue towards getting multi-currency out of beta, we have improved multi-currency support in a few different areas.

The Transaction and Timeline pages now respects the ‘Show in base currency’ option.

The Auto-budget tool will correctly convert between currencies.

The ‘Recent activity’ and ‘Your next 7 days’ Dashboard widgets now show the correct currencies.

The Digest email now shows correctly converted amounts.

The converted amount to the base currency has been added to the exported transaction file.

Improved MFA entry for bank feeds

Wed, 09 Oct 2019 00:00:00 +0000

We’ve improved the experience when a bank feed prompts for multi-factor authentication.

Along with other changes, if your bank feeds require multiple MFA details, these will be queued so that once you complete one, the next one will then show.

Improved connecting of bank feeds

Thu, 26 Sep 2019 00:00:00 +0000

We’ve made the connecting of bank feeds and entering credentials easier. You are now taken through the bank feed connection process step-by-step.

Improvements for bank file importing

Fri, 13 Sep 2019 00:00:00 +0000

You can now import a bank file into PocketSmith by dragging-and-dropping the bank file onto an account on the Account Summary.

For OFX, QFX and QIF files that contain both payee and memo fields, these will both be imported into the merchant name within PocketSmith.

If an OFX or QFX bank file you’re importing into a newly created account contains an account type and account balance, these will be autofilled for the new account.

If the OFX or QFX file contains an account number, this will be added to the account in PocketSmith and any subsequent uploads will autofill the selected account based on matching account numbers.

When importing CSV files, the last used CSV format for the selected account will now be remembered.

Beta of new reminders feature

Wed, 07 Aug 2019 00:00:00 +0000

We have developed a new reminders feature that allows you to schedule times to be reminded about checking your budgets or categorizing your transactions.

You can choose to be reminded by email and/or a mobile notification.

This is only a beta release, as we continue testing this new feature. So in order to try it out, you need to have opted into the beta features as shown in this guide: Becoming a beta tester in PocketSmith. You can then create reminders by going to Settings > User preferences > Reminders.

Improved way to establish accounts from bank feeds

Wed, 31 Jul 2019 00:00:00 +0000

We have made it simpler to establish bank accounts after you have connected a bank feed. It is now much easier to link to an existing account or create new accounts.

For more details about establishing accounts from bank feeds, check out the following guide: Establishing your bank feed accounts in PocketSmith.

Updated desktop apps

Wed, 24 Jul 2019 00:00:00 +0000

We have updated our beta desktop apps to version 0.20, which is a maintenance release that updates the framework that the desktop application is built on.

The updated desktop app can be downloaded at

One-off budget event improvements

Wed, 24 Jul 2019 00:00:00 +0000

We have recently improved how PocketSmith deals with one-off budget events, and things will now behave in a way which we think is more usable and sensible.

One-off budget events are no longer “inserted” into a series of repeating budgets within the same category, and will not stand alone within a sequence of repeating budgets. So, if you add an extra $50 to your $170 weekly Groceries budget, you’ll have a $220 grocery budget that week - instead of the extra $50 forming its own budget period.

Also, one-off budgets will no longer have a period which extends forward to the end of your forecast. Due to recent improvements in how flexible we can be in budget analysis, this is no longer necessary to provide an accurate analysis of a series of one-off budget events.

Various other small quirks and oddities with one-off budget events will also have been fixed with this release. If you notice anything out of the ordinary or any unexpected quirks as a result of this release, please get in touch and let us know!

Adding attachments in the mobile apps

Tue, 02 Jul 2019 00:00:00 +0000

In the iOS and Android apps, you can now snap a photo on your phone and attach it to a transaction or upload the photo to the attachment inbox for attaching to a transaction later.

When adding a new cash transaction or editing a transaction, there is new attachment field where you can attach photos from your camera, files from your phone or files in the attachment inbox. You can also view any currently attached files.

Two new widgets have been added to the Dashboard. One allows you to select either a camera or file upload to the attachment inbox. The second widget provides access to the attachment inbox for viewing your attachments.

Page tips

Thu, 06 Jun 2019 00:00:00 +0000

To help provide more context for the different pages within PocketSmith, we have added page tips with helpful information about the page you are viewing.

New PocketSmith users will see the page tips fully expanded when they first visit a page and once they are familiar with the page it can be minimized.

Current PocketSmith users will see this tips minimised and can expand the tips by clicking on the tips icon in the bottom-right. You can also remove the tips completely by closing the tips icon.

A quicker way to adjust a new categories settings

Thu, 30 May 2019 00:00:00 +0000

It is now quicker to adjust a categories settings after you have created a category while editing budgets or categorising your transactions.

If you have created a category while editing a transaction or budget, you will see a notification in the bottom-left once you have saved your changes. This allows you to quickly access the settings of the new category.

Improved automatic transfer marking

Mon, 20 May 2019 00:00:00 +0000

We have improved the automatic transfer marking of transactions to reduce the number of transactions being marked incorrectly.

If you have category rules or filters to automatically categorise your transactions, it will now only mark the transaction as a transfer if it is within a transfer category or it is marked as a transfer by a filter.

Quicker account ordering

Thu, 07 Mar 2019 00:00:00 +0000

We have made it easier for you to adjust the order of your accounts within PocketSmith.

When viewing ‘All banks’ on the Account Summary page, click and hold on the drag handle that is on the top-left of each account and move the account into your desired position.

For more details on how this works, have a look at this guide in the Learn Center: https://learn.pocketsmith.com/article/191-change-the-display-order-of-your-accounts#accountsummary

Multi-currency support for budgets

Wed, 20 Feb 2019 00:00:00 +0000

We first released multi-currency support for transactions and balances just over 4 years ago. Adding multi-currency support to budgets was quite tricky, but now budgets also support multi-currency!

Your budgets will now be in the currency of the account they are within and will be converted to the base currency using the current exchange rate.

For more information about budgets and multi-currency visit - https://learn.pocketsmith.com/article/122-multi-currency-features-currently-available#budgets

We've given the budget form a fresh look!

Mon, 28 Jan 2019 00:00:00 +0000

With so much added functionality to budget creation over the past 10 years, it was high time we had an interface to reflect this.

One key change is splitting the form into Simple and Advanced versions. This means you can quickly add a budget much like you could in the original 2008 form, or fine-tune your different budgets so you’re never caught short. The inclusion of bill and scheduled income settings gives you control over your budget types where it really matters.

If you need a hand to get the most out of your budgets in PocketSmith, check out our Learn Centre here: https://learn.pocketsmith.com/article/505-budgets

Transaction totals and summing

Mon, 08 Oct 2018 00:00:00 +0000

We’ve saved you a trip to the calculator by making the total numbers on the top right of the transactions table smarter! It now shows the sum value of transactions you’ve selected. Click on the value to see the sum, total in, and total out of all transactions.

Remembering category changes for new transactions

Fri, 22 Jun 2018 00:00:00 +0000

Previously when you renamed or deleted a category, it would show up again if that old category was imported with a transaction from a bank feed or a bank file. Not great!

Now, PocketSmith remembers when you’ve deleted a category or changed its name, and makes sure that imported transactions are either assigned to the renamed category or are uncategorised if you deleted the category. So - if you rename “Online Services” to “Internet”, all imported transactions with the category “Online Services” would be correctly categorised to “Internet”.

Planned application downtime for maintenance, all services affected

Thu, 07 Jun 2018 00:00:00 +0000

In order to perform server and database maintenance activities, PocketSmith will be offline for up to 4 hours on Monday, 18 June, at 12:00 UTC.

We apologise for the inconvenience this downtime causes. We will be posting to our status page at https://status.pocketsmith.com throughout the downtime, so please keep an eye on that for updates as they occur. Thanks for your patience!

https://status.pocketsmith.com/incidents/j8x0db0ss3vy

Dashboard in PocketSmith's mobile apps

Thu, 07 Jun 2018 00:00:00 +0000

The brand new dashboard in PocketSmith mobile gives you an overview of your finances on the move.

Get information on your net worth, top accounts, categorization progress and a summary of your budget tracking at a glance. More widgets coming soon!

Check it out now on the Apple App Store and Google Play Store!

Add cash transactions from mobile

Thu, 29 Mar 2018 00:00:00 +0000

Buying your hot cross buns with cash this Easter? Great news - the new releases of the iOS and Android apps will let you add manual cash transactions!

You can grab the updated apps from the Google Play Store for Android and in the App Store for iOS now.

Read more about adding cash transactions on mobile in our Learn Center user guides for Android and iOS. We look forward to any feedback you have about the new feature, and we hope you have happy Easter!

The many different faces of PocketSmith

Wed, 17 Jan 2018 00:00:00 +0000

Need some fresh budgeting inspiration? Get unique insight from PocketSmith customers and staff! While we all have different hobbies and priorities for how we spend our money, we all use the same app to manage our finances.

Check out our PocketPals and PocketProfiles articles for ideas on how you could use PocketSmith, too theyre short reads, and we hope theyre useful. Feel free to ask any questions, and well be sure to answer.

Read the PocketPals series
Read the staff PocketProfiles series

Win free PocketSmith for you and a friend!

Wed, 10 Jan 2018 00:00:00 +0000

Welcome to 2018! We hope you’ve had a great start so far. To help get your money on track this year, enter our Facebook competition to win a year of PocketSmith, for you and a friend! All you need to do is tag a mate telling them your new year’s resolution, closes Jan 18th.

Enter now!

The Budget page has had a makeover

Fri, 22 Dec 2017 00:00:00 +0000

We’re excited to announce two releases for the Budget page! Firstly, we’ve given the budget summary a complete overhaul. Now you can get greater insight into how you’re tracking against your budget - with income, expense, surplus and deficit all shown in the new analysis.

Secondly, weve released our auto-budget tool. This analyzes the transactions in each unbudgeted category, and creates a weekly or monthly budget based on the average spending or earning in the category.

Together these two new tools let you get up and running quicker, and provides better insight into your budgets. As always, your feedback is welcome!

Smarter transfer handling for categories and transactions

Fri, 15 Dec 2017 00:00:00 +0000

Transfer handling has received an upgrade! Now when a transaction is assigned to a transfer category, the transaction will also be automatically marked as a transfer. This means less manual handling to get transfers out of your reports! Learn more here.

There are more excellent upgrades coming out for web and mobile before the end of the year too, stay tuned!

Introducing Attachment Inbox

Fri, 10 Nov 2017 00:00:00 +0000

Email photos and bills directly to your PocketSmith account! All attachments will be stored and ready to assign to transactions. Here are a few handy ideas to get started.

Learn how to activate your attachment inbox.

Try it out today 💌

New way to create Category Rules

Thu, 10 Aug 2017 00:00:00 +0000

✨ Create a category rule from any transaction in PocketSmith! ✨

Every transaction form now includes the option to create a Category Rule, just tick the box and edit the merchant keywords right there. Includes: Categorise items page, Transactions page and when reviewing transactions within Awaiting Confirmation view!

Improved bank feed searching

Mon, 31 Jul 2017 00:00:00 +0000

We have made it easier to find your correct bank feed!

When searching for your bank, the most popular bank feed option for your search will be shown. This means you can quickly get this bank feed connected and your transactions imported.

Yodlee Bank Feed Additions, Reactivations and Removals, July 2017

Thu, 27 Jul 2017 00:00:00 +0000

We’ve recently updated our live bank feed support list. This has added support for 1196 new institutions added across a wide range of countries. There were 713 bank feed sites deactivated as well, most of which have already been replaced with an alternative. A total of 17 other bank feeds were also reactivated as a result of this update as well. Below is the full list of changes.

Bank / Institution	Action	Feed Type	Country
1911 Trust	Deactivated	bank	United States
1911 Trust	Created	stocks	United States
1st Bank	Created	credits	United States
1st Community FCU	Created	loans	United States
1st National Bank of Scotia	Created	mortgage	United States
1st National Bank of Scotia	Created	loans	United States
1st National Bank of Scotia-Credit	Created	credits	United States
1st National Bank of South West Florida	Created	bank	United States
1st National Bank(OH)	Created	mortgage	United States
1st United Bank	Deactivated	bank	United States
27 Four Investment Managers (South Africa)	Created	stocks	South Africa
310 Community CU - Investments	Deactivated	stocks	United States
360 Mortgage Group	Created	mortgage	United States
3M HEWITT	Created	stocks	United States
401k from Voya	Created	stocks	United States
401k.com	Deactivated	stocks	United States
AAFES FCU - Investments	Deactivated	stocks	United States
ABN Amro Business Credit Card(Netherlands)	Created	credits	Netherlands
ADM Investor Services,Inc - Investments	Created	stocks	United States
ADP	Created	stocks	United States
ADP Retirement Services 401k (Administrator)	Created	stocks	United States
ADP iPayStatements	Created	stocks	United States
ADS Benefits	Created	stocks	United States
AEON online services (Thailand)	Created	credits	Thailand
AFG Home Loans (Australia)	Created	loans	Australia
AFtrader.com	Deactivated	stocks	United States
AIChE Credit Card	Deactivated	credits	United States
AIG Home Loan	Created	loans	United States
AJ Wealth Strategies LLC	Created	stocks	United States
ALPS FCU	Deactivated	loans	United States
ALPS FCU	Deactivated	bank	United States
AMP (Australia)	Deactivated	credits	Australia
ANZ Global Markets (New Zealand)	Created	bank	New Zealand
AQR Funds	Created	stocks	United States
ASB Online Sharetrading (New Zealand)	Created	stocks	New Zealand
ASPire401k (Participant)	Deactivated	stocks	United States
ATB Financial Business Banking (Canada)	Created	credits	Canada
AXA Enterprise Funds - 401k	Deactivated	stocks	United States
Abbvie	Created	stocks	United States
Abebooks.com	Deactivated	credits	United States
Academy Bank Business Banking (KS,MO)	Deactivated	loans	United States
Academy Bank Business Banking (KS,MO)	Deactivated	bank	United States
Academy Bank(Business)	Created	loans	United States
Accessor Capital Management	Deactivated	stocks	United States
Accountlynx	Deactivated	stocks	United States
Acorns (Australia)	Created	stocks	Australia
Activa	Deactivated	credits	United States
Adams County National Bank	Created	mortgage	United States
Adams County National Bank	Created	loans	United States
Adohr Milk Farms FCU - Investments	Deactivated	stocks	United States
Advanta IRA	Created	stocks	United States
Advisor Resources (Annuity)	Deactivated	stocks	United States
AdvisorTestSiteforDummyCard	Deactivated	credits	Åland Islands
AdvisorTestSiteforDummyMortgage	Deactivated	mortgage	Åland Islands
Aegon Pensions & Investments (UK)	Created	stocks	United Kingdom
Aegon Retiready (UK)	Created	stocks	United Kingdom
Afena CU	Created	loans	United States
Afena CU	Created	bank	United States
Affinity Bank	Deactivated	bank	United States
Affinity Plus FCU	Created	mortgage	United States
Affinity Plus FCU	Created	loans	United States
Affinity Plus FCU	Created	credits	United States
African Bank (South Africa)	Created	stocks	South Africa
Alamo FCU - Investments	Deactivated	stocks	United States
Albany Federal Employees CU - Investments	Deactivated	stocks	United States
Albertsons Employees FCU - Investments	Deactivated	stocks	United States
Albridge - Wealth Reporting	Created	stocks	United States
Alcentra	Created	stocks	United States
Alcoa Employees & Community CU - Investments	Deactivated	stocks	United States
Aletheia Securities	Deactivated	stocks	United States
Alexandria USDA FCU - Investments	Deactivated	stocks	United States
All America Bank	Created	bank	United States
Allegiant Bank (Trust Company)	Deactivated	stocks	United States
Alliance Bank	Created	loans	United States
Alliance Bank	Created	bank	United States
Alliance Bank Central Texas (Q2)	Deactivated	bank	United States
Alliance Bank of Arizona	Created	bank	United States
Alliance Bank(PA)	Deactivated	loans	United States
Alliance Bank(PA)	Deactivated	bank	United States
Alliance Bernstein Intralinks	Created	stocks	United States
Alliance FCU	Deactivated	bank	United States
Ally Bank	Created	stocks	United States
Ally Benefits Service Center	Created	stocks	United States
Ally CashBack Credit Card	Created	credits	United States
Alpha E-Banking	Created	bank	United States
Alpine Securities	Created	stocks	United States
Altonized Community FCU	Created	loans	United States
Altonized Community FCU	Created	bank	United States
Altoona Hospital FCU - Investments	Deactivated	stocks	United States
AmSouth Trust Online	Deactivated	stocks	United States
Amazon (UK)	Deactivated	credits	United Kingdom
Amazon.com Store Card	Reactivated	credits	United States
Amazon Store(Synchrony Bank) Credit card	Deactivated	credits	United States
Amazon Store(Synchrony Bank) Credit card	Created	credits	United States
Ambler Savings Bank	Created	bank	United States
America First CU	Deactivated	mortgage	United States
American Bank and Trust Company (IA)	Created	mortgage	United States
American Bank and Trust Company- Visa	Created	credits	United States
American Bank and Trust Company-Tulsa	Created	loans	United States
American Bank and Trust Company-Tulsa	Created	bank	United States
American Bank of Huntsville	Deactivated	stocks	United States
American Bank of Huntsville	Deactivated	mortgage	United States
American Bank of Huntsville	Deactivated	loans	United States
American Bank of Huntsville	Deactivated	bank	United States
American Bank of Texas,N.A.	Deactivated	bank	United States
American Century - Investor Using Advisors	Created	stocks	United States
American Chartered Bank	Created	loans	United States
American Eagle Outfitters	Reactivated	credits	United States
American Express Cards (global) (UK)	Deactivated	credits	United Kingdom
American Express Cards Mobile (UK)	Deactivated	credits	United Kingdom
American Federal Savings Bank - Credit Cards	Deactivated	credits	United States
American Financial Resources	Created	loans	United States
American Midwest Bank	Deactivated	loans	United States
American Midwest Bank	Deactivated	bank	United States
American National Bank	Created	bank	United States
American National Insurance Company -401K	Created	stocks	United States
American Skandia Visa Card	Deactivated	credits	United States
Americas Choice CU (ShareBuilder)	Deactivated	stocks	United States
Amerihome Mortgage	Created	mortgage	United States
Ameris Bank	Created	mortgage	United States
Ameriserv Financial	Created	stocks	United States
Anchor Capital (South Africa)	Created	stocks	South Africa
Anthem Blue Cross (Insurance)	Created	bank	United States
Aon Hewitt- Your Pension Resource	Created	stocks	United States
Apmex	Created	stocks	United States
Apollo Education Group	Created	stocks	United States
Arbor Bank	Created	loans	United States
Arbor Bank	Created	bank	United States
Argent Trust Company - Client Point	Created	stocks	United States
Arizona State University Credit Card	Deactivated	credits	United States
Arkansas Diamond Deferred Compensation Plan	Created	stocks	United States
Armstrong Associates FCU	Created	loans	United States
Arsenal CU (Business)	Deactivated	loans	United States
Arsenal CU (Business)	Deactivated	bank	United States
Ashburton Unit Trusts (South Africa)	Created	stocks	South Africa
Aspiration	Created	stocks	United States
Aspiration	Created	bank	United States
Aspire Investlink	Created	stocks	United States
Associated CU of Texas	Created	credits	United States
Associated Securites Corp	Deactivated	stocks	United States
Astoria Federal Savings (NY)	Deactivated	bank	United States
Athene USA - Agent (Athene Connect)	Created	stocks	United States
Athleta (Synchrony Bank)	Created	credits	United States
Atlas Community CU - Investments	Deactivated	stocks	United States
Audi Financial Services (South Africa)	Created	loans	South Africa
Aurora Investment Management	Created	stocks	United States
Australian Catholic Super (Australia)	Created	stocks	Australia
Auswide Bank (Australia)	Deactivated	bank	Australia
Auswide bank (Australia)	Created	loans	Australia
Avadian CU	Created	stocks	United States
Avidia Bank	Deactivated	loans	United States
Avidia Bank	Deactivated	credits	United States
Avidia Bank	Deactivated	bank	United States
B&E (Australia)	Created	loans	Australia
B&E (Australia)	Created	credits	Australia
BANK IOWA	Created	bank	United States
BB&T (Trust)	Deactivated	stocks	United States
BB&T (with OLB ID)	Deactivated	loans	United States
BB&T (with OLB ID)	Deactivated	stocks	United States
BB&T (with OLB ID)	Deactivated	credits	United States
BB&T (with OLB ID)	Deactivated	bank	United States
BBVA (Autónomos) (Spain)	Created	loans	Spain
BBVA (Autónomos) (Spain)	Created	credits	Spain
BBVA (Empresas) (Spain)	Created	loans	Spain
BBVA (Empresas) (Spain)	Created	credits	Spain
BCBS Blue Care Network(Michigan)	Created	stocks	United States
BCBSM FCU - Credit Cards	Deactivated	credits	United States
BDO Unibank (Business) - Bank (Philippines)	Created	bank	Philippines
BForex (India)	Created	stocks	India
BMO Harris Bank Consumer Credit Cards	Created	credits	United States
BNY MELLON MORTGAGE	Created	mortgage	United States
BNY Mellon Next Gen 529	Deactivated	bank	United States
BOL (UK)	Deactivated	credits	United Kingdom
Backcountry.com	Deactivated	credits	United States
Baker And McKenzie Retirement Access	Deactivated	bank	United States
Banamex Aquí (Mexico)	Created	bank	Mexico
Banana Republic - Credit Cards	Reactivated	credits	United States
BancFirstBusinessBanking	Created	bank	United States
Banco Azteca (Mexico)	Created	loans	Mexico
Banco Azteca (Mexico)	Created	credits	Mexico
Banco Azteca (Mexico)	Created	bank	Mexico
Banco Popular	Deactivated	mortgage	United States
Banco Popular	Created	loans	United States
Banco Popular	Created	credits	United States
Banco Popular North America (BPPR)	Deactivated	credits	United States
Bandhan Bank (India)	Created	bank	India
Bank At United Personal Banking	Created	mortgage	United States
Bank Australia (Australia)	Created	loans	Australia
Bank Australia (Australia)	Created	credits	Australia
Bank CaroLine	Deactivated	bank	United States
Bank Of Illinois	Deactivated	bank	United States
Bank of Abbeville	Created	bank	United States
Bank of Albuquerque - Trust	Created	stocks	United States
Bank of America (Prepaid Card)	Deactivated	bank	United States
Bank of Asheville	Deactivated	bank	United States
Bank of Communications (China)	Created	bank	China
Bank of George	Created	bank	United States
Bank of Hawaii(Guam/Saipan/Palau)	Created	loans	United States
Bank of Ireland Business on Line (Ireland)	Created	bank	Ireland
Bank of Lancaster	Created	mortgage	United States
Bank of Lancaster	Created	loans	United States
Bank of Lancaster	Created	bank	United States
Bank of Lancaster-Credit	Created	credits	United States
Bank of Lancaster-Investments	Created	stocks	United States
Bank of Milan	Created	bank	United States
Bank of Scotland (UK)	Deactivated	stocks	United Kingdom
Bank of Scotland (UK)	Deactivated	credits	United Kingdom
Bank of Scotland (UK)	Created	stocks	United Kingdom
Bank of sydney Personal Bank (Australia)	Created	loans	Australia
Bank of sydney Personal Bank (Australia)	Created	credits	Australia
Bank of sydney Personal Bank (Australia)	Created	bank	Australia
Bank of the Ozarks - Wealth Management	Deactivated	stocks	United States
Bank of the Prairie	Created	bank	United States
BankFinancial(Business)	Created	stocks	United States
Bankaool (Mexico)	Created	bank	Mexico
Bankers Trust - Trust & Wealth Management	Created	stocks	United States
Bankia (Empresas) (Spain)	Created	credits	Spain
Bankia particulares (Spain)	Created	credits	Spain
Bankinter	Created	credits	Spain
Bankwell Bank	Created	bank	United States
Banner Bank	Created	mortgage	United States
Banorte (Mexico)	Created	credits	Mexico
Barclaycard (Business) New (UK)	Deactivated	credits	United Kingdom
Barclays (Botswana)	Created	loans	Botswana
Barclays (Botswana)	Created	credits	Botswana
Barclays (Botswana)	Created	bank	Botswana
Barclays (Kenya)	Created	loans	Kenya
Barclays (Kenya)	Created	credits	Kenya
Barclays (Kenya)	Created	bank	Kenya
Barclays (UAE)	Deactivated	bank	United Arab Emirates
Barclays Mobile (UK)	Created	loans	United Kingdom
Barclays Mobile (UK)	Created	bank	United Kingdom
Barnes Banking Company	Deactivated	bank	United States
Barrington Bank & Trust (Business)	Created	bank	United States
Barrington Bank & Trust (Personal)	Created	bank	United States
Barry Murphy & Company	Deactivated	stocks	United States
Bay Federal CU	Created	bank	United States
Bay Gulf CU - Investments	Deactivated	stocks	United States
Bayside FCU - Investments	Deactivated	stocks	United States
Beacon Partners	Created	stocks	United States
Bechtel Empower Retirement	Created	stocks	United States
Becton Dickinson	Created	stocks	United States
Bed Bath & Beyond	Deactivated	credits	United States
Belk Rewards (Synchrony Bank)	Created	credits	United States
Bell Potter (Australia)	Created	stocks	Australia
Bell State Bank & Trust - Retirement - Participant	Created	stocks	United States
Bell-Tel CU - Investments	Deactivated	stocks	United States
Belle City CU - Investments	Deactivated	stocks	United States
Beneficial	Deactivated	mortgage	United States
Beneficial	Deactivated	loans	United States
Benefit Strategies Ret. Healthcare Reimburs Acct	Created	bank	United States
Bernardi Securities	Created	stocks	United States
Best Advantage CU - Investments	Deactivated	stocks	United States
Best of Iowa Community CU - Investments	Deactivated	stocks	United States
BestSource CU	Deactivated	loans	United States
BestSource CU	Deactivated	bank	United States
Bethpage FCU	Created	credits	United States
Big Bear/Members First CU - Investments	Deactivated	stocks	United States
Big Heart Pension	Created	stocks	United States
Big Sky (Australia)	Created	loans	Australia
Big Sky (Australia)	Created	bank	Australia
Birla Sun Life Mutual Fund (Offline Acct) (India)	Created	stocks	India
Birla Sun Life PMS (India)	Created	stocks	India
Black Diamond Frost Trust Online	Created	stocks	United States
Blackhawk Community CU	Created	bank	United States
Blackshear Bank	Deactivated	bank	United States
Blackstone River FCU	Created	bank	United States
Blair.com	Deactivated	credits	United States
Bleakley Financial Group	Created	stocks	United States
Bloomingdales	Deactivated	credits	United States
Blue Ball National Bank	Deactivated	bank	United States
Blue Flame CU(NC)	Created	loans	United States
Blue Flame CU(NC)	Created	bank	United States
Blue Hills Bank	Created	bank	United States
Bluebonnet FCU	Deactivated	bank	United States
Bluebonnet Federal CU - Investments	Deactivated	stocks	United States
Boise Telco FCU - Investments	Deactivated	stocks	United States
Border Capital Bank	Deactivated	stocks	United States
Border Capital Bank	Deactivated	loans	United States
Border Capital Bank	Deactivated	mortgage	United States
Border Capital Bank	Deactivated	credits	United States
Border Capital Bank	Deactivated	bank	United States
Boston Store- Credit Card	Created	credits	United States
Bowater Carolina FCU - Investments	Deactivated	stocks	United States
Bramble Savings Bank	Deactivated	mortgage	United States
Bramble Savings Bank	Deactivated	loans	United States
Bramble Savings Bank	Deactivated	bank	United States
Branch Banking and Trust Company	Created	mortgage	United States
Branch Banking and Trust Company	Created	loans	United States
Branch Banking and Trust Company	Created	stocks	United States
Branch Banking and Trust Company	Created	credits	United States
Bridge Community bank	Created	bank	United States
Bridgewater Wealth Access	Created	stocks	United States
BrokenHill community CU bank (Australia)	Created	loans	Australia
BrokenHill community CU bank (Australia)	Created	stocks	Australia
BrokenHill community CU bank (Australia)	Created	credits	Australia
BrokenHill community CU bank (Australia)	Created	bank	Australia
BrokerWare (Demo)	Deactivated	stocks	United States
Brown Bridgman and Company	Deactivated	stocks	United States
Brown Capital Management- Mutual Fund	Created	stocks	United States
Brownsville Teachers CU - Investments	Deactivated	stocks	United States
Bryant Bank	Created	bank	United States
Bryn Mawr Trust Company	Created	stocks	United States
Buckbee Mears Employees CU - Investments	Deactivated	stocks	United States
Bull's Eye CU	Created	bank	United States
Burgundy Asset Management	Created	stocks	United States
Business Bank of Nevada	Deactivated	bank	United States
C. Hoare & Co. (UK)	Created	bank	United Kingdom
CAN FIN HOMES (India)	Created	loans	India
CAZENOVE CAPITAL MANAGEMENT (UK)	Created	stocks	United Kingdom
CCAT FCU - Investments	Deactivated	stocks	United States
CCSD FCU - Investments	Deactivated	stocks	United States
CEE FCU - Investments	Deactivated	stocks	United States
CENTRAL STAR CU	Deactivated	bank	United States
CFG Retirement Savings Plan	Created	stocks	United States
CHOATE	Created	stocks	United States
CIBC Wood Gundy (Canada)	Created	stocks	Canada
CIMB Bank (Malaysia)	Created	stocks	Malaysia
CIT Bank	Deactivated	bank	United States
CIT Bank - New	Created	bank	United States
CPM Federal	Created	credits	United States
CPM Federal	Created	bank	United States
CSRA - yourbenefitsresources	Created	stocks	United States
CTCE FCU - Investments	Deactivated	stocks	United States
CUNA Mutual	Created	stocks	United States
Cabela's	Deactivated	credits	United States
Cadaret Grant	Created	stocks	United States
Cadence Design Systems, Inc. 401(k) Plan	Created	stocks	United States
Cadence Mortgage	Created	mortgage	United States
Cadent Financial Services	Deactivated	stocks	United States
Caja Navarra (Spain)	Deactivated	bank	Spain
Caja Rural - Ruralvia (Spain)	Created	credits	Spain
California CU (CA) (Q2)	Created	loans	United States
California CU (CA) (Q2)	Created	credits	United States
California Teachers Association	Created	stocks	United States
Cambridge Investment Research - Investments	Created	stocks	United States
Cameron CU - Investments	Deactivated	stocks	United States
Cameron State Bank	Deactivated	bank	United States
Campbell's - Campbell Benefit Center - 401k	Created	stocks	United States
Canoma FCU - Investments	Deactivated	stocks	United States
Canyon Medical Health CU - Investments	Deactivated	stocks	United States
Capital Access Financial System	Created	stocks	United States
Capital Bank	Deactivated	bank	United States
Capital Bank (NC)	Deactivated	stocks	United States
Capital Bank (NC)	Deactivated	credits	United States
Capital Bank (NC)	Created	mortgage	United States
Capital Bank - Credit Cards	Created	credits	United States
Capital Bank - Investments	Created	stocks	United States
Capital Guardian	Created	stocks	United States
Capital Securities	Deactivated	stocks	United States
Capital Securities of America	Deactivated	stocks	United States
Capitec Bank (South Africa)	Created	credits	South Africa
Carbon CU - Investments	Deactivated	stocks	United States
Carolina Employees CU - Investments	Deactivated	stocks	United States
Carolina Trust FCU	Created	bank	United States
Carroll County State Bank	Created	bank	United States
Carson Wealth Management	Created	stocks	United States
Carter Validus (Investors Login)	Created	stocks	United States
Carthage Savings and Loan Association	Created	mortgage	United States
Carthage Savings and Loan Association	Created	loans	United States
Carthage Savings and Loan Association	Created	bank	United States
Cascade Financial Services	Created	loans	United States
Cascade View CU - Investments	Deactivated	stocks	United States
Cash Plus (UK)	Created	credits	United Kingdom
Cashmere Valley Bank	Created	loans	United States
Cashplus Online Servicing (UK)	Created	credits	United Kingdom
Cashplus Online Servicing (UK)	Created	bank	United Kingdom
Catalunya Caixa(Business) (Spain)	Deactivated	loans	Spain
Catalunya Caixa(Business) (Spain)	Deactivated	bank	Spain
Catholic Development Fund (Australia)	Created	bank	Australia
Catholic Financial Life	Created	stocks	United States
Catholic United Financial	Created	stocks	United States
Cecily County School Employees FCU	Created	bank	United States
Center State Bank	Created	mortgage	United States
Center state bank	Created	credits	United States
Centerstate bank-Mortgage	Created	mortgage	United States
Central Bank of India (India)	Created	loans	India
Central Bergen FCU - Investments	Deactivated	stocks	United States
Central Credit Union of Florida	Created	bank	United States
Central National Bank Mortgage	Created	mortgage	United States
Century funds	Created	stocks	United States
Cetera Financial Group-Investment	Created	stocks	United States
Charter Bank- Bank	Created	bank	United States
Charter One	Deactivated	loans	United States
Charter One	Deactivated	bank	United States
Chase UCARD (Prepaid)	Deactivated	bank	United States
Chase for Business	Created	bank	United States
Chemical Bank	Created	bank	United States
Chemical Bank (MI)	Created	loans	United States
Chemical Bank Wealth Management	Created	stocks	United States
Chesapeake & Ohio FCU - Investments	Deactivated	stocks	United States
Chevron Canada (Synchrony Bank) (Canada)	Created	credits	Canada
Choiceland (Australia)	Created	loans	Australia
Chola Wealth Direct (India)	Created	stocks	India
Cholamandalam Securities Ltd. (India)	Deactivated	stocks	India
Cholamandalam Securities Ltd. (India)	Created	loans	India
Christian super memberlogin (Australia)	Created	stocks	Australia
Cigna HSA	Created	stocks	United States
Cincinnati Children's FCU	Created	bank	United States
Cincinnati Children's Pension	Created	stocks	United States
Cisco Systems - 401k	Created	stocks	United States
Citadel FCU (Q2)	Created	loans	United States
Citadel FCU (Q2)	Created	credits	United States
Citadel FCU (Q2)	Created	bank	United States
Citi Chairman American Express Card	Deactivated	credits	United States
Citi Private Bank (Singapore)	Deactivated	stocks	Singapore
Citi Smith Barney Platinum Select MasterCard	Deactivated	credits	United States
CitiDirect Securities	Created	stocks	United States
CitiFunds Institutional Client Access	Deactivated	stocks	United States
CitiStreet (Sponsor Connect)	Deactivated	stocks	United States
Citibank	Deactivated	credits	United States
Citibank	Deactivated	stocks	United States
Citibank	Reactivated	stocks	United States
Citibank AT1	Deactivated	bank	United States
Citibank Sharedealing Service (UK)	Deactivated	stocks	United Kingdom
Citizens Bank & Trust Co. of Vivian	Deactivated	loans	United States
Citizens Bank & Trust Co. of Vivian	Deactivated	bank	United States
Citizens Bank (formerly Commonwealth Bank)	Deactivated	bank	United States
Citizens Bank of Forsyth County	Created	bank	United States
Citizens Bank of Fort Valley	Deactivated	bank	United States
Citizens Bank of Northern Kentucky	Created	bank	United States
Citizens Bank of Oviedo	Deactivated	bank	United States
Citizens Community Bank	Created	bank	United States
Citizens Deposit Bank	Created	bank	United States
Citizens First Bank (FL)(Business) - Bank	Created	loans	United States
Citizens First Bank (FL)(Business) - Bank	Created	bank	United States
Citizens First CU	Deactivated	bank	United States
Citizens National Bank of Texas	Created	mortgage	United States
Citizens One	Created	loans	United States
Citizens Union State Bank	Deactivated	bank	United States
City & Country CU	Created	bank	United States
City National Bank-Metropolis	Created	loans	United States
City National Bank-Metropolis	Created	bank	United States
City Securities	Deactivated	stocks	United States
Clearbrook Financial	Deactivated	stocks	United States
Coastal Bank & Trust	Created	loans	United States
Coastal Bank & Trust	Created	bank	United States
College Invest Stable Value Plus	Created	stocks	United States
CollegeBound Saver	Created	stocks	United States
Colonial First State Wrap (Australia)	Created	stocks	Australia
Colorado CU	Created	loans	United States
Colorado State Bank and Trust - Portfolio Online	Created	stocks	United States
Columbia Bank(FL)	Created	mortgage	United States
Columbia Bank(FL)	Created	loans	United States
Columbia Bank(FL)	Created	bank	United States
Columbia Bank-Investment	Created	stocks	United States
Columbia Management	Created	stocks	United States
Columbus First Bank	Created	credits	United States
Columbus First Bank	Created	bank	United States
Comerica Bank Business	Created	bank	United States
Comerica Institutional Trust - Custody Online	Created	stocks	United States
Commerce Bank Trust	Created	stocks	United States
Commerce Capital Markets	Deactivated	stocks	United States
Commerce Capital Markets Online Trading	Deactivated	stocks	United States
Commerce National Bank of Ohio Business Banking	Deactivated	bank	United States
Commercial Bank International (UAE)	Created	bank	United Arab Emirates
Commonwealth Annuity & Life Insurance	Created	stocks	United States
Commonwealth Superannuation Corporation (Australia)	Created	stocks	Australia
Communication Services CU	Deactivated	loans	United States
Communication Services CU	Deactivated	bank	United States
Communication Services CU - Credit Cards	Deactivated	credits	United States
Communities of Abilene FCU	Created	bank	United States
Community Bank & Trust	Deactivated	bank	United States
Community Bank Delavan	Deactivated	bank	United States
Community Bank of Joseph Oregon	Created	bank	United States
Community Bank(PA)	Created	loans	United States
Community First (ND) (PrimeVest)	Deactivated	stocks	United States
Community First CU (Australia)	Created	bank	Australia
Community National Bank-Investment	Created	stocks	United States
Community Savings CU (Canada)	Created	loans	Canada
Community Savings CU (Canada)	Created	bank	Canada
Comp USA	Deactivated	credits	United States
Computershare Ericsson (UK)	Created	stocks	United Kingdom
Conduent	Created	stocks	United States
Connecticut State Employees CU	Created	bank	United States
Conoco Mastercard	Deactivated	credits	United States
Conrad Siegel Actuaries	Created	stocks	United States
Consumers Professional CU - Investments	Deactivated	stocks	United States
Coors CU	Created	loans	United States
Coors CU	Created	bank	United States
CoreFirst Bank and Trust	Created	credits	United States
CornerBank (PrimeVest)	Deactivated	stocks	United States
Cornerstone Bank (NE)	Created	loans	United States
Cornerstone Community FCU	Created	loans	United States
Corporation Bank Credit Cards (India)	Created	credits	India
Costco.com	Deactivated	credits	United States
Costco.com - Credit Cards	Deactivated	credits	United States
Country Bank for Savings	Deactivated	bank	United States
Country Club Trust Company	Created	stocks	United States
Country Financial - My COUNTRY	Created	stocks	United States
CountryBank USA - Credit Cards	Deactivated	credits	United States
Countrybookshop (UK)	Deactivated	credits	United Kingdom
Coutts (UK)	Created	stocks	United Kingdom
Credential Financial Direct (Canada)	Created	stocks	Canada
Credit Agricole Sud Rhone Alpes (France)	Created	credits	France
Credit Union of Southern California	Deactivated	bank	United States
Cross shore Capital Management	Created	stocks	United States
CrossCountry Mortgage	Created	mortgage	United States
Crutchfield	Deactivated	credits	United States
Cumberland Federal Bank	Created	bank	United States
Custom (Prepop Debit Cards)	Deactivated	bank	Colombia
Custom Bank	Deactivated	credits	Åland Islands
Custom Bank	Deactivated	stocks	Åland Islands
Custom Bank	Deactivated	loans	Åland Islands
Custom Bank	Deactivated	mortgage	Åland Islands
Custom Bank	Deactivated	credits	Åland Islands
Custom Bank	Deactivated	bank	Åland Islands
DASEFCU - Investments	Deactivated	stocks	United States
DBS Bank (India)	Created	bank	India
DBSvickers (Singapore)	Created	stocks	Singapore
Dag Temp Site	Deactivated	bank	Åland Islands
DagKeyBank	Created	bank	Åland Islands
DagbankCommerceOnline	Created	bank	Åland Islands
DagbankPNC	Created	bank	Åland Islands
Dagbank_USAA	Created	bank	Åland Islands
Davidson Capital Management	Deactivated	stocks	United States
Delaware Life	Created	stocks	United States
Dell	Deactivated	credits	United States
Dell Auction	Deactivated	credits	United States
Dena Bank (India)	Created	loans	India
Denver Public Schools CU - Investments	Deactivated	stocks	United States
Deseret Mutual	Created	stocks	United States
Desert Energy CU	Deactivated	credits	United States
Detroit Commerce Bank	Deactivated	bank	United States
Deutsche Bank Pension Plan (South Africa)	Created	stocks	South Africa
Dimensional Retirement Services	Created	stocks	United States
Direct Sharedeal Ltd (UK)	Deactivated	stocks	United Kingdom
Discovery Benefits	Created	stocks	United States
Ditto Trade	Deactivated	stocks	United States
Dole Food Company, Inc.	Created	stocks	United States
Dollar Bank	Deactivated	mortgage	United States
Dominion Investor Services	Created	stocks	United States
Donor Advised Funds	Created	stocks	United States
DonorFirst Giving Fund	Created	stocks	United States
DonorFirst Giving Fund	Created	bank	United States
Dover Phila Federal CU	Created	bank	United States
Downstate Discount Brokerage	Deactivated	stocks	United States
DuPont	Created	stocks	United States
DuPont LaPorte FCU - Investments	Deactivated	stocks	United States
DuPont SRW Employees FCU - Investments	Deactivated	stocks	United States
Duke Energy Premier Notes	Created	stocks	United States
Dummy	Deactivated	bank	Åland Islands
Dummy Site	Created	bank	United States
Dummy Site For Palda Streaming 123	Created	bank	Åland Islands
DummySite	Created	stocks	Åland Islands
DummySumInfo	Deactivated	stocks	Åland Islands
DundeeWealth	Deactivated	stocks	United States
Dunham & Associates	Created	stocks	United States
E.K. Riley	Deactivated	bank	United States
E.K. Riley	Created	stocks	United States
EBS Benefit Solutions 401(k)	Deactivated	stocks	United States
EDS Employees FCU - Investments	Deactivated	stocks	United States
ENT FCU (Business)	Deactivated	bank	United States
EVB Business Banking	Created	bank	United States
Eagle Bank	Created	bank	United States
Earnest	Created	loans	United States
EarthLink - Credit Cards	Deactivated	credits	United States
East Boston Savings Bank	Created	mortgage	United States
East Boston Savings Bank	Created	loans	United States
East Boston Savings Bank	Created	credits	United States
EastWest Bank (BridgePlus login)(Business)	Deactivated	bank	United States
Eastalco FCU - Investments	Deactivated	stocks	United States
Eastern Michigan bank	Created	bank	United States
Eastern Point Trust Company	Created	stocks	United States
Ecobank (Malawi)	Created	bank	Malawi
Edens Bank	Deactivated	bank	United States
Egg (France)	Deactivated	stocks	France
Egg (France)	Deactivated	bank	France
Ekon Benefits	Created	stocks	United States
Electricity CU (Australia)	Created	bank	Australia
Elkhart County Farm Bureau CU - Investments	Deactivated	stocks	United States
Embarrass Vermillion Federal CU	Created	bank	United States
Emerging Growth Equities	Deactivated	stocks	United States
Emmett Larkin	Deactivated	stocks	United States
Employees Provident Fund - KWSP (Malaysia)	Created	stocks	Malaysia
Empower Retirement - IRA	Created	stocks	United States
Empower Retirement - Westrock - Participant	Created	stocks	United States
Empower Retirement Plan - Participant	Created	stocks	United States
Energy Capital CU	Created	bank	United States
Enterprise National Bank of Palm Beach	Deactivated	loans	United States
Enterprise National Bank of Palm Beach	Deactivated	bank	United States
Entertainment Capital FCU - Investments	Deactivated	stocks	United States
Envestnet IFG Account	Created	stocks	United States
Equitable Trust	Created	stocks	United States
Equity Bank (Kenya)	Created	bank	Kenya
Equity Investing (India)	Created	stocks	India
Equity Services Incorporated	Created	stocks	United States
Erie Bank	Created	bank	United States
Erie Shores CU - Credit Cards	Deactivated	credits	United States
Evensky Katz Foldes	Created	stocks	United States
Evergreen Federal Bank(Business)	Deactivated	loans	United States
Evergreen Federal Bank(Business)	Deactivated	bank	United States
Excelsior CU - Investments	Deactivated	stocks	United States
Exchange Bank (Participant)	Created	stocks	United States
Exco FCU - Investments	Deactivated	stocks	United States
Exelis Retirement Plan INC - Voya Plans	Deactivated	stocks	United States
ExpertPlan RPS (Flex)	Deactivated	stocks	United States
F&M Bank - Trust Services	Created	stocks	United States
FBC Retirement	Created	stocks	United States
FBD Consulting (Participant)	Deactivated	stocks	United States
FCE Group (Tamarac)	Created	stocks	United States
FIS Private Equity	Created	stocks	United States
FNB (Swaziland)	Created	bank	Swaziland
FNB Chester County Cash Management Account	Deactivated	loans	United States
FNB Chester County Cash Management Account	Deactivated	bank	United States
FNB Corporation (PA)	Deactivated	credits	United States
FNB Corporation (PA) - Credit Card	Created	credits	United States
FNB of Audrain County	Deactivated	bank	United States
FSG Bank - Wealth Management (MAUI)	Created	stocks	United States
FSP portfolio services (Australia)	Created	stocks	Australia
FTD DEST Dummy	Deactivated	bank	Åland Islands
FTD SRC Dummy	Deactivated	bank	Åland Islands
Fandango Ticket Orders	Deactivated	credits	United States
Farmers State Bank	Created	loans	United States
Farmers State Bank	Created	bank	United States
Farmers State Bank - Waupaca (personal bank)	Created	bank	United States
Farmers State Bank of Hoffman	Created	bank	United States
Fayetteville Bank	Created	bank	United States
FedEx	Deactivated	credits	United States
Ferris, Baker Watts	Deactivated	stocks	United States
Fidelity Cash Management Account	Deactivated	stocks	United States
Fidelity Investments	Created	credits	United States
Fidelity Investments	Created	bank	United States
Fidelity NetBenefits (HSA)	Deactivated	stocks	United States
Fidelity OAuth	Created	stocks	United States
FidelityBank	Created	loans	United States
Fifth Third Bank (HSA)	Created	stocks	United States
Fifth Third Bank Retirement Plan - Retirement	Created	stocks	United States
Finance of America Mortgages	Created	mortgage	United States
Financial Federal	Created	bank	United States
FinancialNetwork Online	Deactivated	stocks	United States
First American Bank (IA & FL) (Wealth Management)	Deactivated	stocks	United States
First American Bank (TX) - Credit cards	Deactivated	credits	United States
First American Bank 401K	Created	stocks	United States
First Arkansas Bank and Trust	Deactivated	mortgage	United States
First Bank & Trust Company	Created	mortgage	United States
First Bank Financial Centre	Created	loans	United States
First Bank Southwest-Investments	Created	stocks	United States
First Bank and Trust (IL)	Created	stocks	United States
First Bank(MO) (Business) - Bank	Created	loans	United States
First Bank(MO) (Business) - Bank	Created	bank	United States
First Blue Home Finance (India)	Deactivated	loans	India
First CU (New Zealand)	Created	bank	New Zealand
First CU (United CU) (New Zealand)	Created	bank	New Zealand
First Capital Bank (IL)	Deactivated	bank	United States
First Century Bank	Created	loans	United States
First Century Bank	Created	bank	United States
First Charter FCU - Credit Cards	Deactivated	credits	United States
First Choice Financial CU	Created	bank	United States
First Citizens Bank (SC, GA)	Deactivated	loans	United States
First Citizens Bank (SC, GA)	Deactivated	bank	United States
First Community Bank (NC, TN, VA, WV, SC, FL)	Created	stocks	United States
First Community Bank (NC, TN, VA, WV, SC, FL)	Created	credits	United States
First Community Bank - Portfolio Review	Created	stocks	United States
First Entertainment CU	Created	stocks	United States
First Federal Savings Bank-NC	Created	bank	United States
First Federal Savings of Lorain	Created	bank	United States
First Financial Bank,Indiana - Trust	Created	stocks	United States
First Financial Northwest	Created	bank	United States
First Independent Bank	Deactivated	bank	United States
First Interstate Bank	Created	mortgage	United States
First Liberty Bank	Created	loans	United States
First Liberty Bank	Created	bank	United States
First Market Bank - Investments	Deactivated	stocks	United States
First Merchants Bank	Created	loans	United States
First Merchants Bank (Hamilton County) - Trust	Created	stocks	United States
First Merchants Bank(Business banking)	Created	loans	United States
First Midwest Bank	Created	mortgage	United States
First Mortgage Company	Created	mortgage	United States
First National Bank (Botswana)	Created	bank	Botswana
First National Bank Minnesota	Created	stocks	United States
First National Bank and Trust of Powell	Deactivated	loans	United States
First National Bank of LaGrange	Created	loans	United States
First National Bank of McHenry	Created	bank	United States
First National Bank of Odon	Created	bank	United States
First National Bank of Springdale	Deactivated	loans	United States
First National Bank of Springdale	Deactivated	mortgage	United States
First National Bank of Springdale	Deactivated	credits	United States
First National Financial LP (Canada)	Created	loans	Canada
First New Mexico Bank	Created	bank	United States
First Newton Bank	Deactivated	loans	United States
First Niagara - Bank	Deactivated	loans	United States
First Niagara - Bank	Deactivated	mortgage	United States
First Niagara - Bank	Deactivated	bank	United States
First Niagara Business Bank	Deactivated	bank	United States
First Oklahoma Bank	Created	loans	United States
First Oklahoma Bank	Created	bank	United States
First Penn Bank - Credit Cards	Deactivated	credits	United States
First Peoples Community FCU	Deactivated	bank	United States
First Resource FCU	Deactivated	mortgage	United States
First Resource FCU - Investments	Deactivated	stocks	United States
First Savings Bank - Online Banking	Created	bank	United States
First Source Bank- Investment	Created	stocks	United States
First Southern Bank(FL)	Deactivated	bank	United States
First Southern Bank(FL)(Business)	Deactivated	loans	United States
First Southern Bank(FL)(Business)	Deactivated	bank	United States
First Southwest Company	Deactivated	stocks	United States
First State Bank (NJ) Business Banking	Deactivated	bank	United States
First Trust & Savings Bank(efirsttrust)	Created	bank	United States
First United CU	Created	bank	United States
First United Mortgage	Created	mortgage	United States
First bank southwest	Created	mortgage	United States
First bank southwest	Created	loans	United States
First federal savings bank of Champaign Urbana	Created	bank	United States
FirstBank Mortgage Partners	Created	mortgage	United States
FirstMerit Bank (formerly Fairfield Savings Bank)	Deactivated	bank	United States
Firstland Mortgage Servicing	Created	mortgage	United States
Fitchburg ME FCU - Investments	Deactivated	stocks	United States
Fitzsimons Community FCU	Created	bank	United States
Five Star Bank (NY)	Created	stocks	United States
Flag Net	Deactivated	loans	United States
Fleet HomeLink	Deactivated	bank	United States
Fleetwood - 401k	Deactivated	stocks	United States
Florence Savings (Cash Management)	Deactivated	bank	United States
Florida Citizens Bank	Deactivated	loans	United States
Florida Citizens Bank	Deactivated	bank	United States
Florida Shores Bank (FL)	Deactivated	loans	United States
Florida Shores Bank (FL)	Deactivated	bank	United States
Foley & Lardner - Investments	Created	stocks	United States
Foord (Singapore)	Created	stocks	Singapore
Foothills CU	Created	loans	United States
Foothills CU	Created	credits	United States
Foothills CU	Created	bank	United States
ForUsAll	Created	stocks	United States
Forest Kraft FCU - Investments	Deactivated	stocks	United States
Formula Investing	Deactivated	stocks	United States
Fort Snelling FCU - Credit Cards	Deactivated	credits	United States
Fort Snelling FCU - Investments	Deactivated	stocks	United States
Franciscan Skemp CU - Investments	Deactivated	stocks	United States
Franklin Community bank	Deactivated	bank	United States
Franklin Federal Savings and Loan Assn (PrimeVest)	Deactivated	stocks	United States
Fraternal Order of Police CU	Created	stocks	United States
Friends Life (UK)	Created	stocks	United Kingdom
FrontierBank	Created	stocks	United States
FrontierBank	Created	bank	United States
Fry's Electronics Outpost	Deactivated	credits	United States
Fullerton India - Loans (India)	Created	loans	India
Fundation	Created	loans	United States
Fundz Bazar (India)	Created	stocks	India
G & C Mutual Bank (Australia)	Deactivated	bank	Australia
GE Interest Plus	Deactivated	bank	United States
GE Money - Loans	Deactivated	loans	United States
GE Retirement Savings Plan	Created	stocks	United States
GEB Co link account	Created	stocks	United States
GMO LLC	Created	stocks	United States
GWN Securities	Created	stocks	United States
GWN Securities	Created	bank	United States
Ganaraska Financial (Canada)	Created	loans	Canada
Gateway -Bank	Created	bank	United States
Gateway Mortgage Group	Created	mortgage	United States
Gateway Regional CU	Deactivated	mortgage	United States
Gateway Regional CU	Deactivated	loans	United States
Gateway Regional CU	Deactivated	bank	United States
General Electric CU	Created	loans	United States
General Technologies FCU - Investments	Deactivated	stocks	United States
Generations CU - bank	Created	bank	United States
Genisys CU	Created	stocks	United States
Georgia Methodist FCU - Investments	Deactivated	stocks	United States
Georgia Retirement Investment Plan	Deactivated	stocks	United States
Georgian Bank	Deactivated	bank	United States
Geovista CU	Created	bank	United States
German American Bank - Trust	Created	stocks	United States
Gerstein Fisher	Created	stocks	United States
Gilford Securities	Deactivated	stocks	United States
Glacier Bank	Created	credits	United States
Glacier Hills CU	Created	bank	United States
Goldman Sachs (Charitable account)	Created	stocks	United States
Google (Synchrony Bank)	Created	credits	United States
Google Wallet	Created	bank	United States
Gorham Savings Bank	Created	loans	United States
Gorham Savings Bank	Created	bank	United States
Goulburn Murray Amigo Card (Australia)	Created	credits	Australia
Goulburn Murray bank (Australia)	Created	loans	Australia
Goulburn Murray bank (Australia)	Created	bank	Australia
Government Employees CU (FL) - Investments	Deactivated	stocks	United States
Government Savings Bank (Thailand)	Created	stocks	Thailand
Government Super - PSSap (Australia)	Created	stocks	Australia
Grand Rapids State Bank(MN)	Created	mortgage	United States
Grand Rapids State Bank(MN)	Created	loans	United States
Grand Rapids State Bank(MN)	Created	bank	United States
Grand Rapids State Bank(MN) - Investments	Created	stocks	United States
Grand Rapids State Bank(MN) -Credit	Created	credits	United States
Gratiot State Bank	Deactivated	bank	United States
Graystone Bank	Deactivated	loans	United States
Graystone Bank	Deactivated	mortgage	United States
Graystone Bank	Deactivated	bank	United States
Great American CU	Deactivated	loans	United States
Great Falls Teachers FCU - Investments	Deactivated	stocks	United States
Great Midwest Bank	Created	mortgage	United States
Great Midwest Bank	Created	loans	United States
Great Midwest Bank	Created	stocks	United States
Great Midwest Bank	Created	credits	United States
Great Midwest Bank	Created	bank	United States
Great River Federal CU	Created	mortgage	United States
Great River Federal CU	Created	loans	United States
Great River Federal CU	Created	bank	United States
Great West Retire Ready Tennessee Retirement	Created	stocks	United States
Great West Smart Track PartnerLink	Created	stocks	United States
Great Western Bank eBanking Services	Created	loans	United States
Great Western Bank eBanking Services	Created	credits	United States
Great Western Bank eBanking Services	Created	bank	United States
Great Wisconsin CU - Investments	Deactivated	stocks	United States
Great-West Financial	Created	stocks	United States
Greater Cincinnati Foundation	Created	stocks	United States
GreenSky	Created	loans	United States
Greenbacker Renewable Energy	Created	stocks	United States
Greenville National Bank	Created	bank	United States
Griffin Capital	Created	stocks	United States
Grow FinancialFCU Personal Portal	Created	bank	United States
Grubb & Ellis (Registered Reps)	Deactivated	stocks	United States
Guaranteed Rate	Created	loans	United States
Guardian 401k	Created	stocks	United States
GunnAllen Financial Investor Access	Deactivated	stocks	United States
HDFC ENet Banking (India)	Created	bank	India
HDFC Loan on Net (India)	Created	loans	India
HDFC VISA/MASTER CARD (India)	Created	credits	India
HEHSAInvestment	Created	stocks	United States
HON INDUSTRIES CU - Investments	Deactivated	stocks	United States
HSA Bank- My Accounts	Created	stocks	United States
HSBC Bank (Stage)	Deactivated	stocks	United States
HSBC Bank (Stage)	Deactivated	mortgage	United States
HSBC Bank (UK)	Created	stocks	United Kingdom
HSBC Bermuda (Bermuda)	Created	bank	Bermuda
HSBC Private Bank	Created	mortgage	United States
HSBC net (UK)	Created	credits	United Kingdom
HSBC net (UK)	Created	bank	United Kingdom
HSE CU - Credit Cards	Deactivated	credits	United States
Hamburg Central FCU - Investments	Deactivated	stocks	United States
Hammermill FCU - Investments	Deactivated	stocks	United States
Hammersmith & Fulham (UK)	Deactivated	bank	United Kingdom
Hampden Bank	Deactivated	bank	United States
Hand Benefits & Trust (Participant)	Deactivated	stocks	United States
Handelsbanken Corporate(Card reader without cable) (UK)	Created	bank	United Kingdom
Hanscom FCU (Q2)	Created	loans	United States
Harbor Federal Savings Bank	Deactivated	loans	United States
Harbor Federal Savings Bank	Deactivated	mortgage	United States
Harbor National Bank	Deactivated	bank	United States
Harley-Davidson USA	Created	loans	United States
Harleysville Savings Bank	Created	bank	United States
Health East Employees CU	Deactivated	bank	United States
HealthSouth UBS	Created	stocks	United States
Hearst Retirement Plan - Voya	Created	stocks	United States
Hedgeable	Created	stocks	United States
Heinz's 401K	Deactivated	stocks	United States
Hemlock Federal Bank for Savings	Deactivated	bank	United States
Henley & Company LLC	Created	stocks	United States
Hennion & Walsh	Created	stocks	United States
Herbert J Sims - Investment	Created	stocks	United States
Heritage FCU	Created	credits	United States
Heritage Isle CU (Australia)	Created	loans	Australia
Heritage Isle CU (Australia)	Created	credits	Australia
Heritage Isle CU (Australia)	Created	bank	Australia
Hewitt Associates - CSRA	Created	stocks	United States
Hewitt Associates Alcatel-Lucent	Created	stocks	United States
Hewitt Associates Federal	Deactivated	stocks	United States
Hewitt Associates RICOH	Deactivated	stocks	United States
Hewitt Resources (Guidant)	Deactivated	stocks	United States
Hewitt for Sports Authority	Created	stocks	United States
Highgrove Community FCU	Deactivated	bank	United States
Highland Community FCU - Investments	Deactivated	stocks	United States
Highland capital management	Created	stocks	United States
Hilltop Community Bank	Deactivated	bank	United States
Holiday Coast CU (Australia)	Created	bank	Australia
Home Bank	Created	bank	United States
Home Point Financial	Created	mortgage	United States
Home Town Bank	Created	bank	United States
Homebridge Financial Services	Created	mortgage	United States
Homeloans.com (Australia)	Created	loans	Australia
HometownCU	Created	bank	United States
Honeywell Benefit Resources	Created	stocks	United States
Honor CU	Created	stocks	United States
Horicon Bank	Created	mortgage	United States
Horicon Bank	Created	bank	United States
Horizons Federal CU	Created	mortgage	United States
Horizons Federal CU	Created	loans	United States
Horizons Federal CU	Created	credits	United States
Horizons Federal CU	Created	bank	United States
Hospital Employees FCU - Investments	Deactivated	stocks	United States
Houston Postal CU - Investments	Deactivated	stocks	United States
Howmet CU - Investments	Deactivated	stocks	United States
Hudson's Bay Credit (Canada)	Created	credits	Canada
Huntington (Online Mortgage)	Deactivated	mortgage	United States
Huntington Ingalls Industries	Created	stocks	United States
I-C FCU	Created	loans	United States
I.E Shaffer & Co	Created	stocks	United States
IBC Mortgage	Created	mortgage	United States
IBM Rocky Mountain Federal CU	Deactivated	loans	United States
IBM Rocky Mountain Federal CU	Deactivated	bank	United States
IBM Texas Employees FCU - Investments	Deactivated	stocks	United States
ICICI (India)	Created	loans	India
ICICI (India)	Created	stocks	India
ICICI (India)	Created	credits	India
ICICI (India)	Created	bank	India
IDBI Mutual Fund (India)	Created	stocks	India
IG Bank (South Africa)	Created	bank	South Africa
IIFL Gold Loan (India)	Created	loans	India
IKEA (Synchrony Bank) (UK)	Created	credits	United Kingdom
IMRF Illinois Municipal Retirement Fund	Created	stocks	United States
ING (Netherlands)	Created	credits	Netherlands
ING Business Bank(Netherlands)	Created	credits	Netherlands
ING DIRECT (France)	Created	stocks	France
ING Empressas (Espana) - Tarjeta de Credito (Spain)	Created	credits	Spain
ING Portfolio Management (India)	Deactivated	stocks	India
IPERS	Created	stocks	United States
IPX Technology	Created	bank	United States
IRA Services Trust Company	Created	stocks	United States
Iberville Trust & Savings Bank	Created	loans	United States
ImpactAssets	Created	stocks	United States
Independent Advisers Group	Deactivated	stocks	United States
Independent Bank Wealth	Created	bank	United States
Independent Portfolio Consultants (Client Access)	Deactivated	stocks	United States
Indian River FCU - Credit Cards	Deactivated	credits	United States
Indian River National Bank	Deactivated	bank	United States
Indiana Business Bank	Deactivated	bank	United States
Indiana First Bank	Created	loans	United States
Indiana HRA	Created	stocks	United States
Indiana Members CU	Created	mortgage	United States
Indigo (Canada)	Deactivated	credits	Canada
Ingalls Employees CU - Investments	Deactivated	stocks	United States
Integrity Bank & Trust - Wealth Management & Trust	Created	stocks	United States
Integrity Bank and Trust	Created	bank	United States
Interactive Data 401(k) Plan	Created	stocks	United States
Intercity State Bank	Created	bank	United States
Interlinc Mortgage	Created	mortgage	United States
Invesco Mutual Fund (India)	Created	stocks	India
InvestNext Capital (India)	Created	stocks	India
Investec - Platform One	Created	stocks	United States
Investec Channel Islands Banking (South Africa)	Created	bank	South Africa
Investec Wealth & investment (UK)	Created	stocks	United Kingdom
Investec-Private Banking (South Africa)	Deactivated	loans	South Africa
Investment Manager Services (IMS)	Deactivated	stocks	United States
Investment Solutions (South Africa)	Created	stocks	South Africa
Investment Watch (India)	Created	stocks	India
Investrust	Created	stocks	United States
Iowa Postal CU - Investments	Deactivated	stocks	United States
Iron Financial	Created	stocks	United States
Irwin Union Bank	Deactivated	loans	United States
ItaúUnibanco	Created	stocks	Brazil
J. Safra Sarasin	Created	stocks	United States
JB Were (Australia)	Created	stocks	Australia
JBHanauer & Co	Deactivated	stocks	United States
JCPenney Credit Card	Reactivated	credits	United States
JM Financial Services (India)	Created	stocks	India
JOCELYN PENSION CONSULTING	Created	stocks	United States
JP Morgan Commercial Card	Created	credits	United States
JP Morgan International Private Banking Online (UK)	Created	stocks	United Kingdom
JPM Test Bank	Deactivated	bank	United States
JPM Test Bank Scraping	Created	bank	United States
JPM Test Credit	Deactivated	credits	United States
JPM Test Loan	Created	loans	United States
JPM Test Mortgage	Deactivated	mortgage	United States
JPM TestXML Credit	Created	credits	United States
JPM TestXML Investment	Created	stocks	United States
JSC FCU	Created	credits	United States
Janata Sahakari Bank (India)	Created	bank	India
Jeff Davis Bank	Created	bank	United States
Jefferson Bank Trust	Created	stocks	United States
Jefferson Parish School Emp CU - Investments	Deactivated	stocks	United States
Jhaveri Securities (India)	Deactivated	stocks	India
John Hancock - Financial Advisor - JH SalesNet	Created	stocks	United States
John Hancock - Financial Advisor - Life Account	Created	stocks	United States
John Hancock Safe Access Account	Created	stocks	United States
K-Link Retirement Plan	Deactivated	stocks	United States
KCB (Kenya)	Created	loans	Kenya
KCB (Kenya)	Created	credits	Kenya
KCB (Kenya)	Created	bank	Kenya
KCB Bank	Created	bank	United States
KRUNGTHAI BANK (Thailand)	Created	stocks	Thailand
KTRADE - Participant	Created	stocks	United States
Kagiso Asset Management (South Africa)	Created	stocks	South Africa
Kal Postal FCU - Investments	Deactivated	stocks	United States
Karmin Capital Management	Deactivated	stocks	United States
Karvy Mutual Fund (India)	Created	stocks	India
Kent Commerce Bank	Deactivated	bank	United States
Kentucky Deferred Comp	Created	stocks	United States
Kern Central CU - Investments	Deactivated	stocks	United States
Kern Schools FCU	Created	mortgage	United States
Kern Schools FCU	Created	loans	United States
Key Bank	Created	stocks	United States
KeyBank	Created	mortgage	United States
KeyBank - KeyLink	Created	stocks	United States
King County CU - Investments	Deactivated	stocks	United States
Kite at Zerodha (India)	Created	stocks	India
Kitsap CU	Created	loans	United States
Kmart	Deactivated	credits	United States
Kokua FCU	Deactivated	bank	United States
LJM Funds Management	Created	stocks	United States
LPL Financial - Main account	Created	stocks	United States
LTC Investment Services	Deactivated	stocks	United States
La Caixa (Autónomos) (Spain)	Created	credits	Spain
La Caixa (Empresas) (Spain)	Created	credits	Spain
La Trobe Financial investments (Australia)	Created	stocks	Australia
Lake Michigan CU	Created	mortgage	United States
Lake Mortgage	Created	mortgage	United States
Lampe, Conway	Created	stocks	United States
Land Home Financial Services	Created	mortgage	United States
Landmands Bank	Created	bank	United States
Landmark Bank	Created	stocks	United States
Lands' End account	Deactivated	credits	United States
Lear Corporation	Created	stocks	United States
Ledvance	Created	stocks	United States
Leede Jones Gable (Canada)	Created	stocks	Canada
Legacy Marketing Group - Agent	Deactivated	stocks	United States
Lehman Brothers	Deactivated	bank	United States
Leidos	Created	stocks	United States
Lewiston Porter FCU	Created	loans	United States
Lewiston Porter FCU	Created	bank	United States
Liberty Bank (IA) - Credit Cards	Deactivated	credits	United States
Liberty First Bank	Created	bank	United States
Libro CU (Canada)	Created	loans	Canada
Libro CU (Canada)	Created	bank	Canada
Lilly Benefits Center	Created	stocks	United States
Lincoln Bank	Deactivated	bank	United States
Lincoln SDA CU	Created	bank	United States
Lockton Employee Benefits	Created	stocks	United States
Lockwood (Investor Workstation)	Deactivated	stocks	United States
Lombard (Australia)	Created	credits	Australia
London Pacific Advisors	Deactivated	stocks	United States
Long Beach School Financial CU	Created	credits	United States
Lord FCU - Investments	Deactivated	stocks	United States
Los Alamos National Bank	Deactivated	loans	United States
Louisiana Federal CU	Created	loans	United States
Louisiana Federal CU	Created	credits	United States
Louisiana Federal CU	Created	bank	United States
Lowe's Credit Card	Reactivated	credits	United States
M&T Bank (My Mortgage)	Deactivated	mortgage	United States
MAC FCU - Investments	Created	loans	United States
MAC FCU - Investments	Created	bank	United States
MACO Educators FCU - Investments	Deactivated	stocks	United States
MBM Advisors	Created	bank	United States
MF Utilities (India)	Created	stocks	India
MGM RESORTS 401(k) SAVINGS PLAN	Created	stocks	United States
MICG Investment Management	Deactivated	stocks	United States
MIO - McKinsey Investment Office	Created	stocks	United States
MIT FCU - Visa Credit Card	Created	credits	United States
MMBB A Financial Services Ministry	Created	stocks	United States
MONY Life Insurance Company	Created	stocks	United States
MSF CAPITAL	Deactivated	stocks	United States
MVB Bank	Created	bank	United States
Macomb Community Bank	Deactivated	bank	United States
Magnolia Federal CU - Investments	Deactivated	stocks	United States
Maine State CU	Created	loans	United States
Maine State CU	Created	bank	United States
Maitland Mutual Building Society (Australia)	Created	stocks	Australia
Malvern 401(k) (Participant)	Deactivated	stocks	United States
Man Investments	Deactivated	stocks	United States
Marathon Rothschild CU - Investments	Deactivated	stocks	United States
Marine Air FCU - Investments	Deactivated	stocks	United States
Maritime CU - Investments	Deactivated	stocks	United States
Marquette Catholic CU - Investments	Deactivated	stocks	United States
Marquette Savings Bank	Created	stocks	United States
Marquis Bank	Created	bank	United States
Marvel (Synchrony Bank)	Created	credits	United States
MassMutual - Total Retirement Center	Created	stocks	United States
Massachusetts Teachers' Retirement System	Created	stocks	United States
Maxim Group (NetXInvestor)	Created	stocks	United States
MayPSP.com	Deactivated	stocks	United States
Mayfair FCU	Deactivated	bank	United States
Mayflower Bank	Deactivated	loans	United States
Mayflower Bank	Deactivated	mortgage	United States
Mayflower Bank	Deactivated	bank	United States
Mecklai Financial (India)	Created	stocks	India
MedCom FCU - Investments	Deactivated	stocks	United States
MedEd CU	Deactivated	loans	United States
MedEd CU	Deactivated	credits	United States
MedEd CU	Deactivated	bank	United States
Medical Capital (Advisor Access)	Deactivated	stocks	United States
Medicredit FCU	Deactivated	bank	United States
Medtronic - Current Employee	Created	stocks	United States
Meijer Credit Card	Created	credits	United States
Member1st - Credit Card	Created	credits	United States
Members 1st of NJ FCU	Created	stocks	United States
Members 1st of NJ FCU	Created	bank	United States
Men's Wearhouse Credit Card	Reactivated	credits	United States
Mercer (Highmark)	Created	stocks	United States
Mercer Marketplace	Created	stocks	United States
Mercer Marketplace	Created	bank	United States
Mercer investment (Australia)	Created	stocks	Australia
Merchants and Manufacturers Bank	Created	loans	United States
Meridian Funds	Created	stocks	United States
Merrill Lynch (Ascensus)	Deactivated	stocks	United States
Merrill Lynch - Mortgage	Deactivated	mortgage	United States
Mervyns Card	Reactivated	credits	United States
MetLife (Deferred Compensation Program)	Deactivated	stocks	United States
Metlife Securities(IRA&Roth)	Created	stocks	United States
Metro Bank (PA)	Deactivated	mortgage	United States
Metro Bank (PA)	Deactivated	loans	United States
Metro Bank (PA)	Deactivated	bank	United States
Metro Community Federal	Created	bank	United States
Michigan Services CU - Investments	Deactivated	stocks	United States
MicroWarehouse account (UK)	Deactivated	credits	United Kingdom
Mid Ohio Securities	Deactivated	stocks	United States
Mid-Wisconsin Bank	Deactivated	loans	United States
Mid-Wisconsin Bank	Deactivated	bank	United States
MidFirst Bank - Steele Street Trust Services	Created	stocks	United States
Midwest Airlines Business Card	Deactivated	credits	United States
Midwest Partners FCU - Investments	Deactivated	stocks	United States
Midwest United CU - Investments	Deactivated	stocks	United States
MidwestOne bank	Created	mortgage	United States
MidwestOne bank	Created	loans	United States
Milacru FCU - Investments	Deactivated	stocks	United States
MilePost CU	Deactivated	bank	United States
Milford Federal Savings & Loan Association	Created	loans	United States
Mill City CU	Created	loans	United States
Mill City CU	Created	bank	United States
Minnesota Lake Bank	Created	bank	United States
Minnesota Life Insurance	Created	stocks	United States
Minnesota State Retirement System Pension	Created	stocks	United States
Mississippi DCPT - Investments	Deactivated	stocks	United States
Mississippi Telco FCU - Investments	Created	bank	United States
Mobile Coast Guard FCU - Investments	Deactivated	stocks	United States
Modern Woodmen of America	Created	mortgage	United States
Modern Woodmen of America	Created	loans	United States
Modern Woodmen of America	Created	credits	United States
Mon-Oc FCU - Credit Cards	Deactivated	credits	United States
MoneTrak	Deactivated	stocks	United States
Money Block	Created	stocks	United States
Money One FCU	Deactivated	loans	United States
Money One FCU	Deactivated	bank	United States
Monsanto Employees CU - Investments	Deactivated	stocks	United States
Montauk Financial Group	Deactivated	stocks	United States
Montecito Bank & Trust - Wealth Management	Created	stocks	United States
Monument Bank	Created	bank	United States
Moran Knobel - Advisor	Created	stocks	United States
Morgan Stanley - Private Key	Created	stocks	United States
Morgan Stanley Australia Portfolio (Australia)	Created	stocks	Australia
Morrill & Janes Bank & Trust	Created	bank	United States
Morris Community CU	Deactivated	loans	United States
Morris Community CU - Investments	Deactivated	stocks	United States
Motor City Co-op CU	Created	loans	United States
Motor City Co-op CU	Created	bank	United States
Motorola 401K	Created	stocks	United States
Mountain 1st Bank & Trust	Deactivated	bank	United States
Mountain West IRA	Created	stocks	United States
Multi-Bank Securities	Created	stocks	United States
Mutual Bank of Omaha	Created	bank	United States
Mutual Security CU	Created	stocks	United States
Mutual Service Corporation (Albridge Solutions)	Deactivated	stocks	United States
Mutual-Bank(Business)	Created	loans	United States
MutualOne Bank	Created	mortgage	United States
MutualOne Bank	Created	bank	United States
My Community FCU	Deactivated	bank	United States
My Wyeth Plans	Deactivated	stocks	United States
MyPaychex	Reactivated	stocks	United States
MyState card (Australia)	Created	credits	Australia
MyStreetScape - Kestra Investment Services	Created	stocks	United States
NAB Connect (Australia)	Created	loans	Australia
NAB Connect (Australia)	Created	credits	Australia
NAVL Employees FCU - Investments	Deactivated	stocks	United States
NBC	Created	bank	United States
NBH Bank N.A.	Deactivated	loans	United States
NBH Bank N.A.	Deactivated	credits	United States
NBH Bank N.A.	Deactivated	bank	United States
NEO FCU - Investments	Deactivated	stocks	United States
NEST Pensions (UK)	Created	stocks	United Kingdom
NFL Players	Created	stocks	United States
NGS super (Australia)	Created	stocks	Australia
NMA FCU	Created	bank	United States
NMG Smart Fund (South Africa)	Created	stocks	South Africa
NS&I (UK)	Created	stocks	United Kingdom
NYCE Deferred Compensation Plan	Created	stocks	United States
NYM CU	Created	bank	United States
NZCU BAYWIDE (New Zealand)	Created	bank	New Zealand
NZCU South (New Zealand)	Created	bank	New Zealand
NZCU auckland (New Zealand)	Created	bank	New Zealand
NZCU employees (New Zealand)	Created	bank	New Zealand
NZCU steelsands (New Zealand)	Created	bank	New Zealand
Nassau Educators FCU	Created	stocks	United States
National Bank of Canada - My Portfolio (Canada)	Created	stocks	Canada
National Bank of Oak Harbor	Deactivated	bank	United States
National Bank of Samoa (Samoa)	Created	bank	Samoa
National Christian Foundation (Donor Advised Fund)	Created	stocks	United States
National JACL CU	Created	mortgage	United States
National JACL CU	Created	loans	United States
National JACL CU	Created	bank	United States
National Life CU - Investments	Deactivated	stocks	United States
National Life Group	Created	stocks	United States
National Pension Consulting Group	Deactivated	stocks	United States
National Security Life and Annuity Company	Created	stocks	United States
Nationwide Bank	Created	loans	United States
Nationwide Bank Mortgage	Created	mortgage	United States
Nationwide Funds (Advisor Access)	Deactivated	stocks	United States
Nationwide Insurance & 401k Plans	Deactivated	stocks	United States
Nationwide Mortgage	Created	mortgage	United States
Natrona County School FCU - Investments	Deactivated	stocks	United States
Navia	Created	stocks	United States
Nebraska FCU	Created	bank	United States
Nedbank (Swaziland)	Created	bank	Swaziland
Nedbank Corporate Saver Agent (South Africa)	Created	bank	South Africa
Nedbank corporatesaver client (South Africa)	Created	bank	South Africa
Needham & Company	Created	stocks	United States
Neiman Marcus	Deactivated	credits	United States
Neosho Savings & Loan Assn. F.A	Deactivated	loans	United States
Neosho Savings & Loan Assn. F.A	Deactivated	mortgage	United States
Neosho Savings & Loan Assn. F.A - Credit Cards	Deactivated	credits	United States
NestEggs Retirement Plan Services - Participant	Created	stocks	United States
NetXInvestor	Created	stocks	United States
Netflix	Deactivated	credits	United States
New Albin Savings Bank	Created	bank	United States
New Direction IRA-Investments	Created	stocks	United States
New England Financial	Created	stocks	United States
New England Investment Tracker	Deactivated	stocks	United States
New England Pension Plan Systems - Participant	Created	stocks	United States
New England Securities	Deactivated	stocks	United States
New Horizons CU	Created	stocks	United States
New South Federal Visa Card	Deactivated	credits	United States
NewMil Bank	Deactivated	loans	United States
Newegg.com	Deactivated	credits	United States
Newfoundland & Labrador CU	Reactivated	loans	Canada
Newfoundland & Labrador CU	Reactivated	bank	Canada
Nexpoint Capital - Investment	Created	stocks	United States
Next Seed	Created	stocks	United States
Nine West	Deactivated	credits	United States
Nissan FCU - Credit Cards	Deactivated	credits	United States
Nordea Business Bank (UK)	Created	bank	United Kingdom
North Carolina State Employees CU	Created	stocks	United States
North Island CU	Deactivated	bank	United States
North Orange County CU - Investments	Deactivated	stocks	United States
North Shore Health System FCU - Investments	Deactivated	stocks	United States
North Side Bank and Trust	Created	stocks	United States
North Star Resource group	Created	stocks	United States
North Texas Bank	Deactivated	bank	United States
Northeast Security Bank	Created	loans	United States
Northeast Security Bank	Created	bank	United States
Northeast Texas CU	Created	bank	United States
Northwest Bank	Created	loans	United States
Northwest Community Bank	Created	bank	United States
Northwest Plan Services (Sponsor)	Created	stocks	United States
Northwestern Mutual - Life, Disability, Annuity	Created	stocks	United States
NorthwesternMutual	Created	stocks	United States
Norton Community CU - Investments	Deactivated	stocks	United States
Noventis CU (Canada)	Created	loans	Canada
Noventis CU (Canada)	Created	bank	Canada
Now pensions Employee (UK)	Created	stocks	United Kingdom
NuView IRA - Alternatives	Created	stocks	United States
OKeefe Shaw	Deactivated	stocks	United States
ONE AMERICAN BANK	Created	bank	United States
OSRAM SYLVANIA Inc.	Created	stocks	United States
Oakland County CU	Created	loans	United States
Ocwen Customers (Former GMAC Customers)	Deactivated	mortgage	United States
Ocwen Customers (Residential)	Deactivated	mortgage	United States
Ofoto	Deactivated	credits	United States
Ohio Police and Fire Pension Fund	Created	stocks	United States
Ohio Public Employees Deferred Compensation Plan	Created	stocks	United States
Old Dominion National Bank	Created	bank	United States
Old Harbor Bank	Deactivated	bank	United States
Old Navy Visa	Created	credits	United States
Olin Corporation	Created	stocks	United States
Olstein Funds	Created	stocks	United States
Olympus Corporation of the Americas 401K	Created	stocks	United States
One Georgia Bank	Deactivated	bank	United States
One Source Employee Stock Account	Created	stocks	United States
OneAmerica Retirement Services	Created	stocks	United States
OneWest Bank(Business)	Created	bank	United States
Opeba South Carolina State Health Plan	Deactivated	stocks	United States
Optima Bank & Trust	Created	bank	United States
Options House	Created	stocks	United States
OptumHSAInvestment	Created	stocks	United States
Ord Minnet (Australia)	Created	stocks	Australia
Oriental Bank Business	Created	bank	United States
Origin MMS (Australia)	Created	loans	Australia
Ormet CU - Investments	Deactivated	stocks	United States
Other BMO Harris Bank Credit Cards	Deactivated	credits	United States
Overstock	Created	credits	United States
OxyLink Online - Voya	Created	stocks	United States
PI Financial (Canada)	Created	stocks	Canada
PNC Bank (Small Business)	Deactivated	loans	United States
PNC Bank (formerly Provident Card (OH))	Deactivated	credits	United States
PNC I-Link	Created	loans	United States
PNC I-Link	Created	bank	United States
PRINTERS 401K	Created	stocks	United States
PRUDENTIAL (UK)	Created	stocks	United Kingdom
PSG (South Africa)	Created	stocks	South Africa
PacifiCorp - 401k	Deactivated	stocks	United States
Pacific Enterprise Bank(Business)	Created	bank	United States
Pacific Life - Life Ins. (Financial Professionals)	Deactivated	stocks	United States
Pacific Western Bank (Business Bank)	Created	bank	United States
Panduit Employees CU	Deactivated	stocks	United States
Panduit Employees CU	Deactivated	bank	United States
Parda Federal CU	Created	credits	United States
Parda Federal CU	Created	bank	United States
Park Bank (WI)	Created	mortgage	United States
Park Bank (WI)	Created	loans	United States
Park Cities Bank	Deactivated	bank	United States
Park Community FCU Credit Card	Created	credits	United States
Park FCU	Deactivated	loans	United States
Park FCU	Deactivated	bank	United States
Park FCU - Investments	Deactivated	stocks	United States
Park National Bank (OH)	Created	mortgage	United States
Park National Bank (OH)	Created	loans	United States
Park State Bank & Trust	Created	bank	United States
ParkSterling Bank (SC,NC & GA)	Created	loans	United States
Parkside Financial Bank & Trust - Banking	Created	bank	United States
Parkside Lending LLC	Created	loans	United States
Partners First	Deactivated	credits	United States
Path Finder Bank	Created	bank	United States
Pathfinder FCU - Investments	Deactivated	stocks	United States
Pathways Financial CU	Created	loans	United States
Pathways Financial CU	Created	stocks	United States
PayFlex Direct	Created	stocks	United States
Paychex Online	Created	stocks	United States
Pear Tree Funds	Created	stocks	United States
Peerstreet	Created	stocks	United States
Pend Oreille Bank	Deactivated	bank	United States
Pendleton Square	Created	stocks	United States
Peninsula FCU	Deactivated	credits	United States
Peninsula FCU - Credit Card	Created	credits	United States
Penn Federal Savings Bank	Deactivated	mortgage	United States
Penn State FCU	Created	credits	United States
Penn State FCU	Created	bank	United States
Peoples Bank (MS)	Created	bank	United States
Peoples Bank Texas	Created	bank	United States
Peoples Bank of WI	Created	bank	United States
Peoples Bank of the South	Created	bank	United States
Peoples Choice CU	Created	bank	United States
Peoples Federal Savings Bank (MA)	Deactivated	mortgage	United States
Peoples Federal Savings Bank (MA)	Deactivated	loans	United States
Peoples Federal Savings Bank (MA)	Deactivated	bank	United States
Peoples State Bank(FL)	Created	mortgage	United States
Peoples State Bank(FL)	Created	loans	United States
Peoples State Bank(FL)	Created	credits	United States
Peoples State Bank(FL)	Created	bank	United States
Pepper money Home loan (Australia)	Created	loans	Australia
Pepper money personal loan (Australia)	Created	loans	Australia
Peregrine Holdings Ltd. (South Africa)	Created	stocks	South Africa
Pershing InfoDirect	Created	stocks	United States
Personal Capital Bank	Deactivated	bank	United States
PhillipCapital singapore (UK)	Created	stocks	United Kingdom
Philo Exchange Bank	Created	bank	United States
Pictet Connect	Created	stocks	United States
Piedmont Aviation CU	Created	mortgage	United States
Piedmont Aviation CU	Created	loans	United States
Piedmont Aviation CU	Created	bank	United States
Pilkington North America	Created	stocks	United States
Pillar	Created	stocks	United States
Pinnacle Financial Partners HSA	Created	stocks	United States
Placer CU - Credit Cards	Deactivated	credits	United States
Planconnect	Created	stocks	United States
Plante Moran Advisors	Created	stocks	United States
Point Breeze CU	Created	credits	United States
Point Breeze CU	Created	bank	United States
Police Bank (Australia)	Created	loans	Australia
Popular (Empresas) (Spain)	Created	credits	Spain
Popular Direct	Created	bank	United States
Portage Commerce Bank	Deactivated	bank	United States
Post Office Credit Card (UK)	Created	credits	United Kingdom
Prairie Bank & Trust Co.	Deactivated	bank	United States
Praxis IFM (South Africa)	Created	bank	South Africa
Preferred Community Bank	Created	mortgage	United States
Preferred Community Bank	Created	loans	United States
Preferred Community Bank	Created	bank	United States
Premier Members CU	Created	loans	United States
Premier Members CU	Created	credits	United States
Premier System Integrators	Created	stocks	United States
Prime Bank	Created	loans	United States
Prime Bank	Created	bank	United States
Prime Lending	Created	loans	United States
Prime West Mortgage	Created	mortgage	United States
PrimeLending	Created	loans	United States
Priority Community CU	Deactivated	bank	United States
Procter & Gamble Stock Options Online	Created	stocks	United States
Proctor and Gamble	Created	stocks	United States
Progress CU - Investments	Deactivated	stocks	United States
Protective Life Brokerage Center	Created	stocks	United States
Providence Health & Services - Road2Retirement	Created	stocks	United States
Prudential-Bache International (PF-Global.com)	Deactivated	stocks	United States
Public Service CU (MI)	Deactivated	loans	United States
Public Service CU (MI)	Deactivated	bank	United States
Public Service CU(MI)	Created	loans	United States
Public Service CU(MI)	Created	bank	United States
Pulaski Bank St. Louis	Deactivated	bank	United States
Purshe Kaplan Sterling Investments	Created	stocks	United States
QUORUM FCU	Created	credits	United States
Qantas Cash (Australia)	Created	credits	Australia
Qantas Cash (Australia)	Created	bank	Australia
Qbank (Australia)	Created	bank	Australia
Quantum Mutual Fund (India)	Deactivated	stocks	India
Quantum National Bank	Created	bank	United States
QuestIRA, Inc	Created	stocks	United States
Quinnipiac Bank & Trust Company	Deactivated	bank	United States
Quorum Cusulting Group	Created	bank	United States
Qwest Visa card	Deactivated	credits	United States
RBC Global Asset Management	Created	stocks	United States
RBL Bank (India)	Created	bank	India
RC Willey	Created	loans	United States
RC Willey	Reactivated	credits	United States
RCS Game Stores (South Africa)	Created	credits	South Africa
RR Donnelley	Created	stocks	United States
Rabobank (Netherlands)	Created	credits	Netherlands
Rabobank America Business Banking	Deactivated	bank	United States
Radnor Trust Company	Deactivated	bank	United States
Randall-Story State Bank - Investments	Deactivated	stocks	United States
Randolph Savings Bank	Created	mortgage	United States
Randolph Savings Bank	Created	loans	United States
Randolph Savings Bank	Created	bank	United States
Rappahannock National Bank	Deactivated	loans	United States
Rappahannock National Bank	Deactivated	bank	United States
Raymond James Trust	Created	stocks	United States
Raymour and Flannigan credit Card	Created	credits	United States
Reading Cooperative Bank	Created	mortgage	United States
Realty Retirement Alliance	Created	stocks	United States
RealtyShares	Created	stocks	United States
Red Oak Bank	Deactivated	bank	United States
Regional Australia bank (Australia)	Created	bank	Australia
Regions Morgan Keegan (The Hartford)	Deactivated	stocks	United States
Register Financial	Created	stocks	United States
Registrar and Transfer Company (ISIS Login)	Deactivated	stocks	United States
Reliable FCU - Investments	Deactivated	stocks	United States
Reliance Bank - Business Banking	Created	bank	United States
Renaissance Technology	Created	stocks	United States
Reynolds Longview FCU - Investments	Deactivated	stocks	United States
River City Bank	Created	bank	United States
RiverLand CU	Created	bank	United States
Rockland Trust	Created	loans	United States
Roslyn Savings Bank - Credit Cards	Deactivated	credits	United States
Royal Banks of Missouri	Created	credits	United States
Royal CU-Bank	Created	bank	United States
Royal FCU - Investments	Deactivated	stocks	United States
Royal London Pensions and Investments (UK)	Created	stocks	United Kingdom
Royal Palm Bank of Florida	Deactivated	stocks	United States
Royal Palm Bank of Florida	Deactivated	loans	United States
Royal Palm Bank of Florida	Deactivated	mortgage	United States
Royal Palm Bank of Florida	Deactivated	credits	United States
Royal Palm Bank of Florida	Deactivated	bank	United States
Rushville State Bank	Created	bank	United States
Rutherford, Brown & Catherwood Investment Services	Deactivated	stocks	United States
SAC FCU	Created	mortgage	United States
SAMS CLUB Discover	Reactivated	credits	United States
SBI DFHI Ltd (India)	Deactivated	stocks	India
SBI Smart (India)	Created	stocks	India
SC State CU	Created	loans	United States
SCB Securities (Thailand)	Created	stocks	Thailand
SD Medical FCU - Investments	Deactivated	stocks	United States
SDRS Supplemental Retirement Plan	Created	stocks	United States
SMI Funds	Created	stocks	United States
SMS Retirement Access	Created	stocks	United States
SPC Cooperative CU	Created	bank	United States
SS&C GlobeOp Web Portal	Created	stocks	United States
STANDARD Mortgage Corporation	Created	mortgage	United States
STATE TEACHERS RETIREMENT SYSTEM OF OHIO	Deactivated	bank	United States
SUMMIT FINANCIAL GROUP	Created	stocks	United States
SW Texas State University Visa Card	Deactivated	credits	United States
Sabadell (Autónomos) (Spain)	Created	credits	Spain
Sabadell(Empresas) (Spain)	Created	credits	Spain
Sadoff Investment Management LLC	Created	stocks	United States
Safeway Northwest Central CU - Investments	Deactivated	stocks	United States
Saginaw Municipal Employees CU - Credit Cards	Deactivated	credits	United States
Salal CU	Created	mortgage	United States
Samco (India)	Created	stocks	India
Sammons Securities Co	Deactivated	stocks	United States
San Diego Private(Business)	Deactivated	bank	United States
San Jose National Bank	Deactivated	loans	United States
Santa Barbara Teachers Federal CU	Created	loans	United States
Santa Barbara Teachers Federal CU	Created	credits	United States
Santa Barbara Teachers Federal CU	Created	bank	United States
Santa Cruz County Employees CU	Deactivated	loans	United States
Santa Cruz County Employees CU	Deactivated	bank	United States
Santander (Autónomos) (Spain)	Created	credits	Spain
Santander Investments	Created	stocks	United States
Santander Private Banking International	Created	stocks	United States
Santander Securities	Created	stocks	United States
Sarasota Coastal CU	Deactivated	bank	United States
Sarasota Coastal CU - Investments	Deactivated	stocks	United States
Satovsky Asset Management	Created	stocks	United States
Savannah River Banking Company - Credit Cards	Deactivated	credits	United States
Savings Bank of Utica Visa Card	Deactivated	credits	United States
Savings Bonds	Created	stocks	United States
Saxo (South Africa)	Deactivated	bank	South Africa
Saxo (South Africa)	Created	stocks	South Africa
Schenck Retirement Plan Solutions - Participant	Created	stocks	United States
SchoolsFirst FCU-Investments	Created	stocks	United States
Schumpert FCU - Investments	Deactivated	stocks	United States
Schwab 529	Created	stocks	United States
Scoggin Capital Management LLC	Created	stocks	United States
Scotia Bank (Mexico)	Created	credits	Mexico
Scotia Bank (Mexico)	Created	credits	Mexico
Scottrade (FT)	Deactivated	stocks	United States
Scottsdale Pension Systems (Participant)	Deactivated	stocks	United States
Seaport Securities(StreetScape)	Created	stocks	United States
Sears Pacific FCU - Investments	Deactivated	stocks	United States
Securian Advisor	Created	stocks	United States
Security Bank credit card	Created	credits	United States
Semper Capital - REIT	Created	bank	United States
Sendit.com (UK)	Deactivated	credits	United Kingdom
Sentry Insurance - Sponsor	Created	stocks	United States
Service One Mutual Limited (Australia)	Created	bank	Australia
ShareBuilder	Created	stocks	United States
Sharp	Created	stocks	United States
Sheboygan Area CU	Created	loans	United States
Sheboygan Area CU	Created	bank	United States
Shemano Group	Deactivated	stocks	United States
ShopBop.Com	Deactivated	credits	United States
ShopNBC Credit Card	Reactivated	credits	United States
Sierra Pacific Mortgage	Created	mortgage	United States
Sierra Point CU - Investments	Deactivated	stocks	United States
Sigma Financial	Created	stocks	United States
Sioux Falls Bell FCU - Investments	Deactivated	stocks	United States
Sirrine FCU - Investments	Deactivated	stocks	United States
Skybridge Capital	Created	stocks	United States
Skyline FCU	Deactivated	loans	United States
Skyline FCU	Deactivated	mortgage	United States
Skyline FCU	Deactivated	credits	United States
Skyline FCU	Deactivated	bank	United States
Smile Digital Banking (UK)	Created	bank	United Kingdom
Snapfish	Deactivated	credits	United States
Snowden Lane Partners	Created	stocks	United States
Snowden Lane Partners	Created	bank	United States
SoFi - Loan	Created	loans	United States
Societe Generale (France)	Created	bank	France
Societe Generale Custodian Service	Created	loans	United States
Societe Generale Custodian Service	Created	stocks	United States
Societe Generale Custodian Service	Created	bank	United States
Societe Generale Custodian Service (India)	Created	loans	India
Societe Generale Custodian Service (India)	Created	bank	India
Sofi Mohela	Created	loans	United States
Soltex FCU - Investments	Deactivated	stocks	United States
Solvay Bank	Created	mortgage	United States
South Dekalb Church FCU - Investments	Deactivated	stocks	United States
South State Wealth	Created	stocks	United States
South West CU (Australia)	Created	loans	Australia
South West CU (Australia)	Created	credits	Australia
South West CU (Australia)	Created	bank	Australia
Southeast National Bank	Created	bank	United States
Southern Bank (N.C.)	Created	loans	United States
Southern Community Bank and Trust	Deactivated	loans	United States
Southern Oregon FCU - Investments	Deactivated	stocks	United States
Southpointe CU - Investments	Deactivated	stocks	United States
Southside CU (TX) - Investments	Deactivated	stocks	United States
Southwest Airlines - Empower Retirement	Deactivated	stocks	United States
Southwest Airlines - Empower Retirement	Deactivated	stocks	United States
Southwest Airlines Empower Retirement	Created	stocks	United States
SouthwestUSA Bank	Deactivated	loans	United States
SouthwestUSA Bank	Deactivated	bank	United States
Space Age FCU	Created	bank	United States
Spectrum Pension Consulting - Participant	Created	stocks	United States
Spiritwood CU (Canada)	Created	loans	Canada
St. Lukes Hospital CU - Investments	Deactivated	stocks	United States
St. Mary's Bank	Created	loans	United States
St. Mary's CU	Created	loans	United States
Stampers FCU - Investments	Deactivated	stocks	United States
Stanbic Bank (Botswana)	Created	loans	Botswana
Stanbic Bank (Botswana)	Created	credits	Botswana
Stanbic Bank (Botswana)	Created	bank	Botswana
Standard Bank International (South Africa)	Created	bank	South Africa
Standard Chartered (Thailand)	Created	stocks	Thailand
Standard Chartered Bank (UAE)	Created	bank	United Arab Emirates
Standard Federal Bank	Deactivated	loans	United States
Standard Federal Bank	Deactivated	mortgage	United States
Standard Federal Bank - Credit Cards	Deactivated	credits	United States
Stanford FCU	Created	loans	United States
Stanford Group Company	Deactivated	stocks	United States
StarTrust FCU	Deactivated	loans	United States
StarTrust FCU	Deactivated	bank	United States
StarTrust FCU - Credit Cards	Deactivated	credits	United States
State Bank of Long Island	Deactivated	stocks	United States
State Bank of Long Island	Deactivated	loans	United States
State Bank of Long Island	Deactivated	mortgage	United States
State Bank of Long Island	Deactivated	credits	United States
State Bank of Long Island	Deactivated	bank	United States
State Bank of Morristown (PrimeVest)	Deactivated	stocks	United States
State Bank of Saurashtra (India)	Deactivated	bank	India
State Central CU - Investments	Deactivated	stocks	United States
State Department FCU	Created	mortgage	United States
State Discount Brokers	Deactivated	stocks	United States
State Employees CU (MI)	Deactivated	loans	United States
State Employees CU (MI)	Deactivated	mortgage	United States
State Farm	Deactivated	loans	United States
State Farm	Deactivated	credits	United States
State Farm (Employer Sponsored Retirement Plan)	Deactivated	stocks	United States
State Farm Insurance	Deactivated	insurance	United States
State Farm Insurance Bank (Feed)	Deactivated	bank	United States
State Farm Mutual Funds	Deactivated	stocks	United States
State Financial Network	Created	loans	United States
State Teachers Retirement System of Ohio	Created	stocks	United States
State of Kentucky Pension Plan	Created	stocks	United States
State of Missouri Deferred Compensation Plan	Created	stocks	United States
State of New Jersey Public Employee Retirement	Created	stocks	United States
Statewide FCU	Created	bank	United States
Steadfast RETIs	Created	stocks	United States
Stearns Lending - Mortgage	Created	mortgage	United States
Steelcase Employees CU - Investments	Deactivated	stocks	United States
Sterlent CU (CA) - Investments	Deactivated	stocks	United States
Sterling Administration	Created	stocks	United States
Sterling Administration	Created	bank	United States
Sterling Capital	Created	stocks	United States
Sterling National Bank	Created	mortgage	United States
Stifel Nicolaus	Deactivated	stocks	United States
Stockback (ShareBuilder)	Deactivated	stocks	United States
StonehamBank	Created	mortgage	United States
StonehamBank	Created	credits	United States
Strait Capital	Created	stocks	United States
Street Capital Financial Corporation (Canada)	Created	loans	Canada
Strong 401(k) Account	Deactivated	stocks	United States
Suburban Family CU - Investments	Deactivated	stocks	United States
Summit Bank (AR)	Deactivated	bank	United States
Sun Country CU - Investments	Deactivated	stocks	United States
Sun Life USA - FinancialProLink (Advisor)	Created	stocks	United States
SunGard - Retirement - Participant	Created	stocks	United States
Suncoast CU	Created	loans	United States
Suncoast Schools FCU	Deactivated	mortgage	United States
Sunshine Coast CU - Bank (Canada)	Created	bank	Canada
Suntrust 401K	Created	stocks	United States
Suntrust Employee Benefits Online	Deactivated	stocks	United States
Super SA (Australia)	Created	stocks	Australia
Sure401K	Created	stocks	United States
Susquehanna (formerly FMBT)	Deactivated	loans	United States
Susquehanna (formerly FMBT)	Deactivated	bank	United States
Susquehanna Bank	Deactivated	mortgage	United States
Susquehanna Bank	Deactivated	loans	United States
Susquehanna Bank	Deactivated	credits	United States
Susquehanna Bank	Deactivated	bank	United States
Suzuki Autom Loan	Deactivated	loans	United States
Swerdlin Sponsor	Created	stocks	United States
Sydney CU (Canada)	Deactivated	bank	Canada
Synchrony Bank Credit Cards	Created	credits	United States
Synchrony Financial	Deactivated	bank	United States
Synchrony Financial - 401k	Created	stocks	United States
Synergy CU(SK) - Bank (Canada)	Created	loans	Canada
Synergy CU(SK) - Bank (Canada)	Created	bank	Canada
Synergy Federal Savings Bank	Deactivated	loans	United States
Synergy Federal Savings Bank	Deactivated	mortgage	United States
Synergy Federal Savings Bank	Deactivated	bank	United States
Synergy Federal Savings Bank - Credit Cards	Deactivated	credits	United States
Syringa Bank	Deactivated	bank	United States
T Bank(TX)	Created	mortgage	United States
T Bank(TX)	Created	loans	United States
T Bank(TX)	Created	bank	United States
T Bank(TX)-Investments	Created	stocks	United States
T. Rowe Price Retirement Plan Services	Created	stocks	United States
TAG Financial 401(K) - Investments	Created	stocks	United States
TALLAHASSEE FCU	Created	bank	United States
TCC CU - Investments	Deactivated	stocks	United States
TCT FCU	Created	bank	United States
TD Ameritrade Institutional (Advisor Access)	Deactivated	stocks	United States
TD Ameritrade Izone	Deactivated	stocks	United States
TD Ameritrade Plus	Deactivated	stocks	United States
TD Web Broker	Created	stocks	United States
TERRA - Investor Login	Created	stocks	United States
TIME LIFE	Deactivated	credits	United States
TJX Rewards	Reactivated	credits	United States
TMH FCU	Created	loans	United States
TMH FCU	Created	credits	United States
TMH FCU	Created	bank	United States
TMW Employees FCU - Investments	Deactivated	stocks	United States
TNB Financial Services	Created	stocks	United States
TRP Brokerage - Investment - Quicken (UK)	Created	stocks	United Kingdom
TVA Community CU	Created	loans	United States
TVA Community CU	Created	bank	United States
Taylor, Bean & Whitaker Mortgage	Deactivated	mortgage	United States
Teachers CU	Created	credits	United States
Teachers Mutual Bank (Australia)	Created	loans	Australia
Team Capital Bank (Business)	Deactivated	loans	United States
Team Capital Bank (Business)	Deactivated	bank	United States
Temple Area FCU - Investments	Deactivated	stocks	United States
Temple Santa Fe Community CU - Investments	Deactivated	stocks	United States
Tennessee Consolidated Retirement System	Created	bank	United States
TestGatherError	Deactivated	stocks	Åland Islands
TestSite for InvestmentStatic	Deactivated	stocks	Åland Islands
Texas Champion Bank	Created	bank	United States
Texas Crossroads FCU - Investments	Deactivated	stocks	United States
Thai Military Bank PCL (Thailand)	Created	loans	Thailand
Thai Military Bank PCL (Thailand)	Created	stocks	Thailand
The Adirondack Trust Company	Created	loans	United States
The BNA 401(k) Plan	Created	stocks	United States
The Bank	Created	bank	United States
The Bank of Maine	Deactivated	loans	United States
The Bank of Maine	Deactivated	bank	United States
The Bank of Southern California	Deactivated	stocks	United States
The Citizens National Bank (CT)	Deactivated	bank	United States
The Citizens National Bank of SWO	Deactivated	bank	United States
The Citizens State Bank (KS)	Created	loans	United States
The Co-operative Bank (UK)	Deactivated	loans	United Kingdom
The Co-operative Bank (UK)	Deactivated	credits	United Kingdom
The Co-operative Bank (new) (UK)	Created	loans	United Kingdom
The Co-operative Bank (new) (UK)	Created	credits	United Kingdom
The Community Bank(OH)	Created	bank	United States
The Dayton Foundation	Created	stocks	United States
The First National Bank in Sioux Falls	Created	stocks	United States
The First National Bank in Sioux Falls- Investment	Created	stocks	United States
The First National Bank of Beeville	Created	bank	United States
The Frontier Fund	Deactivated	stocks	United States
The Gwynedd Company	Created	stocks	United States
The Hartford MyRetirementSite	Created	stocks	United States
The National Bank & Trust Company	Deactivated	stocks	United States
The National Bank & Trust Company	Deactivated	loans	United States
The National Bank & Trust Company	Deactivated	mortgage	United States
The National Bank & Trust Company	Deactivated	bank	United States
The Nebraska Bank of Commerce	Created	loans	United States
The Nebraska Bank of Commerce	Created	bank	United States
The Newport Group - 401k	Deactivated	stocks	United States
The Pearson Retirement Plan 401(k)	Created	stocks	United States
The Peoples Bank (SC) - Bank	Created	bank	United States
The Peoples Pension (UK)	Created	stocks	United Kingdom
The Philadelphia Trust Company	Deactivated	stocks	United States
The Police CU (Canada)	Created	loans	Canada
The RiverBank	Deactivated	loans	United States
The RiverBank	Deactivated	mortgage	United States
The RiverBank	Deactivated	credits	United States
The RiverBank	Deactivated	bank	United States
The RiverBank (Investor Access)	Deactivated	stocks	United States
The Standard Connection	Created	stocks	United States
The State Bank and Trust	Created	mortgage	United States
The Timken Company Savings and Pension Plan	Created	stocks	United States
The Tocqueville Funds Family	Created	stocks	United States
The Trust Company of Knoxville - Trust Account	Created	stocks	United States
The Trust Company of Toledo	Created	stocks	United States
The United States Confrence of Mayors	Created	stocks	United States
The WhiteWave Foods Company 401(k) Plan	Created	stocks	United States
Thomas Green Securities	Deactivated	stocks	United States
Thornes & Associates Investment Securities	Deactivated	stocks	United States
Thurston Springer (UK)	Created	stocks	United Kingdom
Tidelands Bank	Deactivated	mortgage	United States
Tinker FCU	Created	loans	United States
Tinker FCU	Created	credits	United States
Touchstone Retirement Group	Created	stocks	United States
Tourneau	Created	credits	United States
Toys R Us/Babies R Us (Synchrony Bank)	Created	credits	United States
Trademark FCU	Created	mortgage	United States
Trademark FCU	Created	loans	United States
Trademark FCU	Created	bank	United States
Tradier Brokerage	Created	stocks	United States
Transamerica solutions	Created	stocks	United States
Tremont	Created	loans	United States
Tremont	Created	stocks	United States
Tremont Funds	Deactivated	stocks	United States
Tri-County Bank & Trust	Created	bank	United States
Tri-Star Trust Bank - WebLink - Investments	Created	stocks	United States
TriState Capital Bank	Created	loans	United States
TriState Capital Bank	Created	bank	United States
Triad Postal CU - Investments	Deactivated	stocks	United States
Trinet 401(k)	Created	stocks	United States
Triniservice FCU	Deactivated	bank	United States
TruSource - Investments	Deactivated	stocks	United States
TruTrade	Deactivated	stocks	United States
Trust Company Of Oklahoma	Created	stocks	United States
Trustcompany Bank	Deactivated	loans	United States
Trustcompany Bank	Deactivated	mortgage	United States
U of C FCU	Deactivated	loans	United States
U of C FCU	Deactivated	bank	United States
U of I Community CU	Created	loans	United States
U of I Community CU	Created	bank	United States
U.P. Catholic CU - Investment	Created	stocks	United States
UBS EPAS - Kraft Foods Group	Deactivated	stocks	United States
UBS Ebank	Created	bank	United States
UBS Investment Bank-Client Portal	Created	stocks	United States
UBS Loan Administration	Created	loans	United States
UBS One Source (Axalta)	Created	stocks	United States
UBS One Source (BT)	Created	stocks	United States
UBS One Source (Clorox)	Created	stocks	United States
UBS One Source (Mattel)	Created	stocks	United States
UBS One Source (Thomson Reuters)	Created	stocks	United States
UBS One Source - ETSY stock plan (Managed by UBS)	Created	stocks	United States
UBS One Source - Joy Global	Created	stocks	United States
UBS One Source- Applied Materials	Created	stocks	United States
UBS One Source-Investment	Created	stocks	United States
UBS Onesource Allegion (ALLE)	Created	stocks	United States
UBS Private	Created	stocks	United States
UBS Private Bank	Deactivated	bank	United States
UBS Swiss Financial Advisers	Created	stocks	United States
UMB	Created	stocks	United States
UMB (Business)	Deactivated	bank	United States
UMB Healthcare Services - Individual	Created	stocks	United States
UNION Savings BANK	Created	bank	United States
UOBKayHain (Singapore)	Created	stocks	Singapore
UPLE CU - Investments	Deactivated	stocks	United States
US Airways FCU - Investments	Deactivated	stocks	United States
US Financial Services LLC	Created	stocks	United States
US Salary Investment Plan	Created	stocks	United States
USAlliance FCU	Created	mortgage	United States
USAlliance FCU	Created	credits	United States
Umpqua Bank - Mortgage	Created	mortgage	United States
Umpqua Investments Inc	Created	stocks	United States
Uniform Pensioen Overzicht (Netherlands)	Created	stocks	Netherlands
Union Bank & Trust- Investments	Created	stocks	United States
Union Bank of India (India)	Created	loans	India
Union Bank of India Credit Card (India)	Created	credits	India
Union Home Mortgage	Created	mortgage	United States
Unit No. 1 FCU - Investments	Deactivated	stocks	United States
United Americas Bank	Deactivated	bank	United States
United Commerical Bank - Home Loans	Deactivated	mortgage	United States
United Community Bank (GA) Business	Created	loans	United States
United Community Bank (NC,GA & TN) (Personal)	Created	mortgage	United States
United Community Bank (NC,GA & TN) (Personal)	Created	loans	United States
United FCU	Created	loans	United States
United Retirement Plan Consultants	Created	stocks	United States
United Talent Agency 401k	Created	stocks	United States
United Texas Bank	Created	bank	United States
Unity National Bank - Trust Online Banking	Created	stocks	United States
University & Butte SECU - Investments	Deactivated	stocks	United States
University of Pittsburgh Medical Center My HUB	Created	stocks	United States
University of Washington	Created	stocks	United States
Upromise- Bank	Created	bank	United States
Utah Central CU - Investments	Deactivated	stocks	United States
Utah Law Enforcement CU - Investments	Deactivated	stocks	United States
Utah Power CU	Created	loans	United States
VAIL RESORTS 401K	Created	stocks	United States
VUNANI (South Africa)	Deactivated	stocks	South Africa
Valley Bank of Arizona	Deactivated	bank	United States
Valley Bell CU	Deactivated	loans	United States
Valley Bell CU	Deactivated	bank	United States
Valley Forge	Created	stocks	United States
Valley National Bank (Corporate)	Deactivated	loans	United States
Valley National Bank (Corporate)	Deactivated	bank	United States
Vancity (Canada)	Reactivated	loans	Canada
Vanguard small business retirement	Created	stocks	United States
Velocity CU	Created	loans	United States
Venmo	Created	bank	United States
Verisight - Advisor	Created	stocks	United States
Verisight - Plan Sponsor	Created	stocks	United States
Veritex Bank	Created	bank	United States
Verity CU	Created	mortgage	United States
Verizon - 401k	Deactivated	stocks	United States
Vermont FCU	Created	mortgage	United States
Vfinance	Deactivated	stocks	United States
Via CU	Created	mortgage	United States
Via CU	Created	loans	United States
Via CU	Created	bank	United States
Victoria's Secret	Deactivated	credits	United States
Vijaya Bank (India)	Created	loans	India
Village Bank (MO)	Deactivated	bank	United States
Vintage Mutual Funds	Deactivated	stocks	United States
Virgin MoneyLoan (Australia)	Created	loans	Australia
Virginia Commonwealth Bank	Created	loans	United States
Virginia Commonwealth Bank	Created	credits	United States
Virginia Commonwealth Bank	Created	bank	United States
Virginia Retirement System	Deactivated	stocks	United States
Virginia Retirement System_VRS	Created	stocks	United States
Virtual Brokers (Canada)	Created	stocks	Canada
Vision Trade	Deactivated	stocks	United States
Visterra CU - Investments	Deactivated	stocks	United States
Volkswagen Financial Services (South Africa)	Deactivated	stocks	South Africa
Vons CU	Created	mortgage	United States
Vons CU	Created	loans	United States
Vons CU	Created	credits	United States
Voya - Retirement Plan Online	Deactivated	stocks	United States
Voya Institutional Plan(Davita Retirement Savings)	Deactivated	bank	United States
Voya Retirement (Formerly ING Retirement)	Deactivated	stocks	United States
WCTA FCU - Investments	Deactivated	stocks	United States
WELLS FARGO	Deactivated	loans	United States
WHSmith (UK)	Deactivated	orders	United Kingdom
WSFS Bank	Created	loans	United States
Waddell & Reed Financial Advisors	Created	stocks	United States
WageworksHSAInvestment	Created	stocks	United States
Walgreens Benefits	Created	stocks	United States
Walmart	Deactivated	orders	United States
Walmart	Created	credits	United States
Walmart Credit Card	Reactivated	credits	United States
Walnut Street Investment Tracker	Deactivated	stocks	United States
Warren Averett CPAs and Advisors	Created	stocks	United States
Wauwatosa CU - Credit Cards	Deactivated	credits	United States
Wayne Bank	Created	mortgage	United States
Wayne Bank	Created	credits	United States
Wealth Stone	Created	stocks	United States
Wealthtrac Superannuation (Australia)	Created	stocks	Australia
WebPortfolio Training	Created	stocks	United States
WellStar Health System, Inc. Retirement Plan	Created	stocks	United States
Wells Fargo (Retirement Savings)	Deactivated	stocks	United States
Wells Fargo - Business Elite Card	Created	credits	United States
Wells Fargo 401K	Deactivated	stocks	United States
Wells Fargo 401K - Allegis	Deactivated	stocks	United States
Wells Fargo Advisors - First Clearing	Created	stocks	United States
Wells Fargo Retirement	Deactivated	stocks	United States
Wells Fargo Retirement Services (Corporate)	Deactivated	stocks	United States
Wells Fargo Retirement Solutions	Deactivated	stocks	United States
Wellspan Savings	Created	stocks	United States
WesBanco Bank	Created	credits	United States
Wesoba CU - Bank (Canada)	Created	loans	Canada
Wesoba CU - Bank (Canada)	Created	bank	Canada
Wespath Investment Institutional	Created	stocks	United States
Wespath Investment Participant and Plan Sponsor	Created	stocks	United States
West Virginia Retirement Plus	Created	stocks	United States
WestBridge Bank and Trust	Deactivated	loans	United States
WestBridge Bank and Trust	Deactivated	mortgage	United States
WestBridge Bank and Trust	Deactivated	credits	United States
WestBridge Bank and Trust	Deactivated	bank	United States
Western Union	Deactivated	credits	United States
Westpac Mobile (Australia)	Deactivated	loans	Australia
Westpac Mobile (Australia)	Deactivated	stocks	Australia
Westpac Mobile (Australia)	Deactivated	credits	Australia
Westport HRH	Deactivated	stocks	United States
Wheatland Bank (IL)	Deactivated	bank	United States
White & Case	Created	stocks	United States
White Sands FCU - Investments	Created	bank	United States
Whittier Trust	Created	stocks	United States
Willamette Valley Bank	Created	bank	United States
William Blair Funds	Created	stocks	United States
Winston-Salem Firemens CU - Investments	Deactivated	stocks	United States
WiseBanyan	Created	stocks	United States
Witan Investment Trust (UK)	Created	stocks	United Kingdom
Woodlands CU - Investments	Deactivated	stocks	United States
Woodtrust - 401(K)	Created	stocks	United States
Woolworth Employees CU (Australia)	Created	bank	Australia
Woot	Deactivated	orders	United States
Workers Financial Services (Member View)	Deactivated	stocks	United States
Wundercapital	Created	stocks	United States
Wyoming Employees FCU - Investments	Deactivated	stocks	United States
Xenith Bank	Created	stocks	United States
Xenith Bank	Created	credits	United States
Xerox Services - InfoBank - Retirement	Created	stocks	United States
Yakima Fed Savings	Created	bank	United States
Yellow Brick Road (Australia)	Created	loans	Australia
Yes Bank (India)	Created	credits	India
Yonkers Savings & Loan Association, FA	Deactivated	bank	United States
Your Benefits Resources by Hewitt for MVWC	Deactivated	stocks	United States
Z Gallerie (Comenity)	Created	credits	United States
ZEN Money (India)	Created	stocks	India
ZacksTrade	Created	stocks	United States
Zenith Education Group 401(k)	Created	stocks	United States
Zurich - Pension	Created	stocks	United States
bankSNB	Created	loans	United States
bcu (Australia)	Created	loans	Australia
bcu (Australia)	Created	credits	Australia
collegebound529 (Invesco Ltd)	Created	stocks	United States
eShares	Created	stocks	United States
ebank.com	Deactivated	loans	United States
ebank.com	Deactivated	bank	United States
evesham.com (UK)	Deactivated	credits	United Kingdom
eway (Australia)	Created	bank	Australia
generations FCU (S1)	Created	loans	United States
goodguys.com	Deactivated	credits	United States
http://www.investmentctr.com/	Created	stocks	United States
iForex Online Trading (India)	Created	stocks	India
iShares 529 Plan - Advisor	Created	stocks	United States
people's bank	Created	stocks	United States
self directed ira services inc	Created	bank	United States
uBid.com	Deactivated	credits	United States

Improved interface for managing category rules

Thu, 29 Jun 2017 00:00:00 +0000

We recently released an improved interface for managing your category rules! You can now tweak your merchant keywords and refine your category rules in a specially designed interface. You can check it out here and learn more about category rules in our learn center here.

New releases for iOS and Desktop applications

Fri, 19 May 2017 00:00:00 +0000

This week we released new versions of our iOS and Desktop applications. Grab the latest iOS app here, and the Desktop app here.

The rebuild of the Android app is coming along too, and - no promises - we hope to have news for you in the next month or so.

Dashboard pie colours now reflect category colours

Thu, 27 Apr 2017 00:00:00 +0000

The Dashboard’s Earning and Spending chart now uses your own category colours for each segment. In the past, a restricted range of colours was used, regardless of what colours were chosen for each category. But now your own colours are used, which can be set by editing your categories. If you haven’t selected a colour for a category, a soothing default is provided.

New infrastructure and full emoji support!

Thu, 23 Feb 2017 00:00:00 +0000

We’re now on new infrastructure! The migration went well, and the performance and reliabilty of the application has been improved.

On a more exciting note, the upgrade also means that emoji is now supported everywhere! This means you can start to 🏷️ your 💵 🗒️ 🏦 💱 🎠 👕 👠 🍔 💃 🎉

PocketSmith offline to move to new servers, 12am UTC on Feb 22, 2017.

Thu, 16 Feb 2017 00:00:00 +0000

PocketSmith is moving to new server infrastructure, which will ensure the ongoing speed and reliability of the application.

The application will be offline from 1pm NZT, 12am UTC on Feb 22 / 4pm PST on Feb 21.

We’ll be allowing up to 4 hours’ downtime for the migration. However, we expect that the application will be back in closer to 3 hours.

Stay tuned to our status page and Twitter for updates as they happen.

Now you can search the Timeline!

Thu, 26 Jan 2017 00:00:00 +0000

A couple of weeks ago we released a new feature, Timeline into beta. Now, you’re able to search your timeline too! Just click the search icon on the top right, and enter keywords to search through your memories.

Introducing the PocketSmith desktop app. Happy New Year!

Sat, 31 Dec 2016 00:00:00 +0000

On the last day of 2016, we’re happy to announce that the first versions of the PocketSmith desktop app are in beta. These are available to download here now for Windows, Mac and Debian-based Linux distributions.

While this is a just the first step towards better desktop integration, we’ve already found it really helpful to have PocketSmith always available right where we left it last. We also recently introduced a “Remember Me” checkbox to keep you signed in for 2 weeks, making it easy to have PocketSmith always ready and waiting on your private devices.

Thanks again for your support this year. We look forward to introducing you to many awesome things in 2017!

Gift PocketSmith to a friend

Fri, 30 Dec 2016 00:00:00 +0000

We’ve often been asked if gift subscriptions can be bought for friends and family, and now we’ve got you covered!

You can now buy Premium and Super gift subscriptions that run for a month, 3 months or a year. A gift subscription is a one-off purchase, so you wont be charged again when the subscription rolls over. A great gift for lots of occasions!

Subscriptions can be bought at https://my.pocketsmith.com/plans/gift. Give the gift of PocketSmith and share your secret to financial prowess!

Timeline: A journal guided by your spending activity

Thu, 29 Dec 2016 00:00:00 +0000

Say hello to Timeline!

PocketSmith lets you track your memories with your purchases, and Timeline is a curated display of your transactions that contain notes, photos and attachments.

Get started by adding notes, photos, and documents to your transactions. PocketSmith is useful for recording details on bargains, recipes, car maintenance issues, big expensive buys, visits to the doctor, dining experiences and much more!

Visit your Timeline (under the Accounts menu) to start seeing the experiences behind your purchases. Reflect on your spending and understand your relationship with your money.

Friendly weekly digest email delivered to your inbox!

Wed, 28 Dec 2016 00:00:00 +0000

For the last 4 days of 2016, we’re going to introduce a new feature to you each day!

So today, we present a friendly weekly email. This lets you know how much you’ve earned, spent and saved for the past week, as well as giving you a reminder about uncategorised transactions. Its a mini version of your Digest, delivered to your inbox!

You can subscribe to this new email from Settings > User Preferences > Email notifications, check it out now!

Seasons Greetings from the PocketSmith team!

Fri, 23 Dec 2016 00:00:00 +0000

Thanks to all of you for another great year! It’s been a big one, with many feature improvements as well as additions to our team. We’ve been hard at work and 2017 will be the best one yet. We can’t wait to tell you all about what we’ve released recently, and what is coming in the new year. In the meantime we love you, stay safe, and Happy Holidays!

Brand new iOS app launched

Sun, 20 Nov 2016 00:00:00 +0000

We’re happy to announce that PocketSmith has a brand new iOS application in the App Store! This has been redesigned and rebuilt from an earlier beta that makes the application more performant and futureproofed.

As a result, the in-app user experience has been vastly improved. Budget reporting is also included in this version, so you can check your current budgets on the move. Head to the App Store directly here, or just search for “pocketsmith” and grab the new app now!

Android users: we haven’t forgotten you, and are hard at work on the Android app! Half of the PocketSmithers are Android users too, and we’re waiting with bated breath. As with iOS, are working to release a revamped app that will run much better. In the meantime, you can download a beta version on the Play Store.

Transfers are now found automatically

Wed, 16 Nov 2016 00:00:00 +0000

We’ve released a new feature which automatically detects transfer transactions as they’re imported into PocketSmith. This means that for the most part, you’ll no longer need to mark transfers manually to ensure income and expense reporting is accurate.

More details can be found about how automatic transfer detection works here. We hope that this change makes managing transfers easier for you!

Attach files and photos to transactions

Fri, 11 Nov 2016 00:00:00 +0000

You can now store files and photos against your transactions in PocketSmith! Use it to attach photos to record memories of transactions, or attach PDFs of your utility bills for your historical records.

Just click on a transaction from the Transactions view, and click on the photo or attach icon to upload!

PocketSmith offline for maintenance, 10am NZT, Oct 28 / 2pm PDT, 9pm UTC, Oct 27

Wed, 26 Oct 2016 00:00:00 +0000

Critical security patches to our servers require that PocketSmith servers are taken offline, for up to 30 minutes. We will be performing this maintenance at 10am NZT on Friday 28 October / 2pm PDT, 9pm UTC on Thursday 27 October.

We expect that we will be offline for less than 30 minutes, however we’ll still allow for a full 30 minutes of downtime. We’ll be posting progress to https://twitter.com/pocketsmith as we go, so keep an eye our for updates!

New Budget and Trends features are now live!

Tue, 18 Oct 2016 00:00:00 +0000

A brand new interface has made it easier than ever to manage your budget! You can view your overall budget at a glance, quickly seeing how much you have to spend and easily detect overspending.

Many awaited improvements are included in this release. You can now nest your budgets, view sub-category budgets as part of the parent category, and drill down into categories using the redesigned Trends page.

A big thank you to all who tested these features while they were in beta! We have more improvements for budget management in the pipeline, but we’re really pleased to have this first stage out. We hope you enjoy using it as much as we do!

<br> </span>

New budget analysis near release

Tue, 11 Oct 2016 00:00:00 +0000

Over 1000 customers have logged in since we started the new budget analysis beta. Thanks to these wonderful people, we’ve fixed bugs and made many improvements.

We’re nearing the initial release of the new budgeting page, and so we’d love your help in giving things a final go-over. Please take this opportunity to take a peek at https://budgetingbeta.pocketsmith.com, it’ll be the last chance before the first phase of this feature goes live.

We appreciate everyone who has taken a look so far, please stay tuned for updates!

New Income & Expense export: Transaction report

Fri, 26 Aug 2016 00:00:00 +0000

We’ve introduced a new export option for the Income & Expense Statement. This is a downloadable CSV or Excel spreadsheet which lists all transactions within each displayed category for the given date range and selected account. You can find this now in the toolbar on the Income & Expense Statement page.

Bill reminder emails now in beta

Fri, 19 Aug 2016 00:00:00 +0000

PocketSmith can now send you a scheduled email reminder that contains your overdue and upcoming bills. This is a beta feature which means that it’s still in development, and we’re gathering feedback.

Head over to our knowledge base for information how to get bill reminders set up.

Better hiding of report rows, and new beta budget analysis features

Tue, 16 Aug 2016 00:00:00 +0000

Quick update today: you can now hide any row from the Income and Expense and Cashflows pages, including interest and the Uncategorized rows, which have previously not been able to be hidden.

We’ve also been releasing frequent updates to https://budgetingbeta.pocketsmith.com, and the first stage of the new default main budgets view is now live, including roll-up analysis. Go check it out!

Bank Feed Maintenance this Sunday

Sat, 13 Aug 2016 00:00:00 +0000

Our bank feed provider, Yodlee, has informed us that they will be performing maintenance on the bank feed service this weekend. While the maintenance is being performed, connectivity to bank feeds might be affected. This means that during the below times, you may have trouble updating existing feeds or adding new feeds.

Yodlee is estimating it will take 4 hours to complete the maintenance, starting at:

August 13th 5:00 AM UTC
August 13th 10:00 PM PT
August 14th 5:00 PM NZT

You can view what time this is in your local time zone here.

Our apologies for the inconvenience this outage causes.

Yodlee Bank Feed Additions and Removals, July 2016

Fri, 08 Jul 2016 00:00:00 +0000

An update of our live bank feed support list has been performed. This has added support for 1671 new institutions added across a wide range of countries. There were 288 bank feed site deactivations as well, most of which were replaced with an alternative. Below is the full list of additions and removals.

Bank / institution	Action	Type	Country
1ST BANK OF SEA ISLE CITY	Created	loans	United States
1ST BANK OF SEA ISLE CITY(Business)	Created	loans	United States
1st Community Bank	Created	loans	United States
1st Community Bank	Created	bank	United States
1st National Bank (MI)	Created	loans	United States
1st National Bank Albany/Breckenridge	Created	loans	United States
1st National Bank Berlin	Created	bank	United States
1st Nor Cal CU	Created	bank	United States
1st Southwest Bank	Created	loans	United States
1st State Bank	Created	mortgage	United States
1st State Bank	Created	loans	United States
1st State Bank	Created	bank	United States
360 FCU	Created	mortgage	United States
401K Complete	Created	stocks	United States
4Front CU	Created	loans	United States
4Front CU	Created	credit cards	United States
4Front CU	Created	bank	United States
529 QuickView Advisor	Created	stocks	United States
ABB Group	Created	stocks	United States
ABNB FCU	Created	bank	United States
Abri CU	Created	bank	United States
ABSA (South Africa)	Deactivated	loans	South Africa
ABSA LITE (South Africa)	Created	mortgage	South Africa
ABSA LITE (South Africa)	Created	bank	South Africa
ABSA Online Share Trading (South Africa)	Created	stocks	South Africa
ABSA Retirement Funds (South Africa)	Created	stocks	South Africa
Academy Bank	Created	loans	United States
Acadia Trust (Invesmnt Mgt & Trust Services)	Created	stocks	United States
Accenture site for former employees	Created	stocks	United States
Access Bank	Created	loans	United States
Access National Bank (Business)	Deactivated	bank	United States
AccuServe Online	Deactivated	stocks	United States
Acorns - Investment	Created	stocks	United States
Acropolis Investment Management - Participant	Created	stocks	United States
Adirondack Bank	Created	loans	United States
Aditya Birla Money - Wealth (India)	Created	stocks	India
AFFIN HWANG Capital- Investments (Malaysia)	Created	stocks	Malaysia
AFFINBANK (Malaysia)	Deactivated	stocks	Malaysia
AFFINBANK (Malaysia)	Created	bank	Malaysia
African Bank (South Africa)	Created	loans	South Africa
African Bank (South Africa)	Created	credit cards	South Africa
AG Financial Solutions	Created	stocks	United States
Agro Bank (Malaysia)	Created	loans	Malaysia
Agro Bank (Malaysia)	Created	bank	Malaysia
AimBank	Created	loans	United States
AimBank	Created	credit cards	United States
AJ Bell Investnet Centre (UK)	Created	stocks	United Kingdom
AJ Bell Youinvest (UK)	Created	stocks	United Kingdom
al Baraka - Investment (South Africa)	Created	stocks	South Africa
Alamosa State Bank	Created	loans	United States
Alden State Bank(MI)	Created	loans	United States
Alerus Financial	Created	credit cards	United States
ALIANT Bank	Created	credit cards	United States
Align CU	Created	loans	United States
ALLIANCE BANK (Malaysia)	Created	bank	Malaysia
Alliance Bank(PA)	Created	loans	United States
Alliance Benefit Group (MidAtlantic) (Participant)	Deactivated	stocks	United States
Alliance Trust Savings (UK)	Created	bank	United Kingdom
Allianz My Oklahoma Dream 529	Created	stocks	United States
Alpena Alcona Area CU	Created	loans	United States
Alpena Alcona Area CU	Created	credit cards	United States
Alpena Alcona Area CU	Created	bank	United States
ALPS FCU	Created	loans	United States
Alternatives FCU	Created	loans	United States
Alterra Bank	Created	loans	United States
Altoona First Savings Bank	Created	loans	United States
Altoona First Savings Bank	Created	bank	United States
Alva State Bank & Trust	Created	loans	United States
Amalgamated Bank(Business)	Created	loans	United States
Amazon-storecard	Created	credit cards	United States
AmBank Group (Malaysia)	Created	bank	Malaysia
AmBank Group - Investments (Malaysia)	Created	stocks	Malaysia
Amegy Bank (Treasury Management)	Created	bank	United States
Amegy Bank - Mortgage	Created	loans	United States
American Airlines FCU	Deactivated	mortgage	United States
American Bank Of Commerce	Created	bank	United States
American Bank of Texas,N.A.	Deactivated	stocks	United States
American City Bank	Created	loans	United States
American City Bank	Created	bank	United States
American Equity Investment Life Insurance - Agent	Created	stocks	United States
American Express (Brazil)	Created	credit cards	Brazil
American Express (India)	Deactivated	bank	India
American Express Bank (Mexico)	Created	credit cards	Mexico
American Express Bank (Mexico)	Created	bank	Mexico
American Express Bank (Personal Savings Bank)	Deactivated	bank	United States
American Express Business (UK)	Created	credit cards	United Kingdom
American Express Cards Mobile (Australia)	Created	credit cards	Australia
American Express Cards Mobile (UK)	Created	credit cards	United Kingdom
American Internet Mortgage	Created	mortgage	United States
American Momentum Bank	Created	mortgage	United States
American Momentum Bank	Created	loans	United States
American Momentum Bank	Created	bank	United States
American Realty Capital	Created	stocks	United States
American Spirit FCU	Created	loans	United States
AmeriCU - Mortgage	Created	mortgage	United States
AmeriCU CU	Created	credit cards	United States
Amerisave Mortgage	Created	mortgage	United States
Ameritas Investment Corp	Created	stocks	United States
Ameritas Life Insurance	Created	stocks	United States
AMG Funds-Managers Choice	Created	stocks	United States
AMP (Australia)	Created	credit cards	Australia
AMP BankNet (Australia)	Deactivated	credit cards	Australia
AMP My Portfolio (Australia)	Deactivated	stocks	Australia
AMP North Super Personal (Australia)	Created	stocks	Australia
AnchorBank (WI)	Created	mortgage	United States
Angel Broking - Angel Eye (India)	Created	stocks	India
Annandale State Bank	Created	loans	United States
AnyInstitution	Created	loans	United States
AnyInstitution	Created	bank	United States
ANZ goMoney Australia (Australia)	Created	bank	Australia
ANZ Salary Packaging Cards (Australia)	Deactivated	credit cards	Australia
Aon Hewit Benefit SpecSelect	Created	stocks	United States
Aon Hewitt - Aon Corporation	Created	stocks	United States
Aon Hewitt - Medtronic	Created	stocks	United States
APCI FCU	Created	mortgage	United States
APCI FCU	Created	loans	United States
Arcadia CU	Created	bank	United States
Argent CU	Created	loans	United States
Arkansas FCU	Created	mortgage	United States
Arkansas FCU	Created	loans	United States
Arrowhead Community Bank	Deactivated	bank	United States
Ascension Health	Created	stocks	United States
Ascensus - Financial Professional	Created	stocks	United States
Ascensus College Savings (QuickView Advisor)	Created	stocks	United States
Ashley Stewart credit card	Created	credit cards	United States
Ask Investment Managers (India)	Created	stocks	India
Ask Wealth Advisors. (India)	Created	stocks	India
ASN Bank	Created	stocks	Netherlands
ASN Bank	Created	credit cards	Netherlands
ASN Bank	Created	bank	Netherlands
Aspire Financial Advisor - SFTP	Created	stocks	United States
Asteron Life (Australia)	Created	stocks	Australia
Athene (Annuity) - Investments	Created	stocks	United States
Auburn Bank	Created	bank	United States
Auburn State Bank	Created	loans	United States
Audax Group Private Investment	Created	stocks	United States
Austin Capital	Created	stocks	United States
Auswide Bank (Australia)	Created	bank	Australia
Auto Club Trust, FSB	Created	loans	United States
Avenue Capital Group - Private	Created	stocks	United States
AvidBank	Deactivated	bank	United States
Avidia Bank	Created	loans	United States
Avidia Bank	Created	credit cards	United States
Avidia Bank	Created	bank	United States
B&E (Australia)	Created	bank	Australia
Bahl & Gaynor Investment Counsel	Created	stocks	United States
Baillieu Holst (Australia)	Created	stocks	Australia
Baltimore Deferred Comp	Created	stocks	United States
Banamex (Empresas) (Mexico)	Created	loans	Mexico
Banamex (Empresas) (Mexico)	Created	bank	Mexico
Banamex (Mexico)	Created	stocks	Mexico
Banamex (Mexico)	Created	credit cards	Mexico
Banamex (Mexico)	Created	bank	Mexico
Banamex Bancanet (Mexico)	Created	bank	Mexico
Banco de Oro (Philippines)	Created	loans	Philippines
Banco de Oro (Philippines)	Created	stocks	Philippines
Banco de Oro (Philippines)	Created	bank	Philippines
Banco Del Bajio Business Banking (Mexico)	Created	bank	Mexico
Banco Del Bajio Government Banking (Mexico)	Created	bank	Mexico
Banco Del Bajio Personal Banking (Mexico)	Created	bank	Mexico
Banco HSBC (Mexico)	Created	loans	Mexico
Banco HSBC (Mexico)	Created	bank	Mexico
Banco Itau USA	Created	bank	United States
Banco Popular	Created	bank	United States
Banesto (Spain)	Deactivated	bank	Spain
Bangkok Bank (Thailand)	Created	stocks	Thailand
Bangkok Bank (Thailand)	Created	credit cards	Thailand
Bank 7	Created	loans	United States
Bank 7	Created	bank	United States
Bank At United Personal Banking	Created	loans	United States
Bank Islam (Malaysia)	Created	loans	Malaysia
Bank Islam (Malaysia)	Created	stocks	Malaysia
Bank Islam (Malaysia)	Created	credit cards	Malaysia
Bank Islam (Malaysia)	Created	bank	Malaysia
Bank Mandiri Internet Banking (Indonesia)	Created	credit cards	Indonesia
Bank Mandiri Internet Banking (Indonesia)	Created	bank	Indonesia
Bank Muamalat (Malaysia)	Created	loans	Malaysia
Bank Muamalat (Malaysia)	Created	stocks	Malaysia
Bank Muamalat (Malaysia)	Created	bank	Malaysia
Bank of America - AAA BOA	Created	credit cards	United States
Bank of America Merrill Lynch - Account Management	Created	stocks	United States
Bank of Anderson	Deactivated	bank	United States
Bank of Frankewing	Created	bank	United States
Bank of Franklin	Created	loans	United States
Bank of Georgetown	Created	loans	United States
Bank of Georgetown	Created	bank	United States
Bank of Glen Ullin	Created	loans	United States
Bank of Hawaii	Created	loans	United States
Bank of Hawaii (Online Trust)	Created	stocks	United States
Bank of Hawaii(Guam/Saipan/Palau)	Created	bank	United States
Bank of Kentucky	Deactivated	bank	United States
Bank of Kentucky	Deactivated	loans	United States
Bank of Kilmichael	Created	loans	United States
Bank of Marin	Deactivated	bank	United States
Bank of Marin - Wealth Management	Created	stocks	United States
Bank of Marin(Business)	Created	loans	United States
Bank Of Napa	Created	loans	United States
Bank of Nevada Personal Banking	Deactivated	bank	United States
Bank of New Jersey	Created	bank	United States
Bank of New York	Deactivated	loans	United States
Bank of New York	Deactivated	bank	United States
Bank of Nova Scotia	Created	stocks	United States
Bank of Oklahoma - Mortgage	Created	mortgage	United States
Bank of River Oaks	Created	loans	United States
Bank of Sacramento(CA)	Created	loans	United States
Bank of San Francisco	Created	loans	United States
Bank of Scotland Mobile (UK)	Created	bank	United Kingdom
Bank of Singapore (Singapore)	Created	loans	Singapore
Bank of Singapore (Singapore)	Created	stocks	Singapore
Bank of Singapore (Singapore)	Created	bank	Singapore
Bank of Smithtown	Deactivated	loans	United States
Bank of Smithtown	Deactivated	mortgage	United States
Bank of Smithtown	Deactivated	credit cards	United States
Bank of Smithtown	Deactivated	bank	United States
Bank of Tescott	Created	loans	United States
Bank of the Commonwealth	Deactivated	bank	United States
Bank of the Flint Hills	Created	loans	United States
Bank of the James	Created	loans	United States
Bank of the Ozarks - Wealth Management	Created	stocks	United States
Bank of Walterboro	Created	loans	United States
Bank Rakyat (Malaysia)	Created	loans	Malaysia
Bank Rakyat (Malaysia)	Created	stocks	Malaysia
Bank Rakyat (Malaysia)	Created	credit cards	Malaysia
Bank Rakyat (Malaysia)	Created	bank	Malaysia
Bankers Trust - 401K(Participant)	Created	stocks	United States
BankNewport	Created	mortgage	United States
BankNewport	Created	loans	United States
BankTennessee	Created	loans	United States
BankWest(MN)	Created	loans	United States
Banorte (Mexico)	Created	loans	Mexico
Banorte (Mexico)	Created	bank	Mexico
Banorte Business Banking (Mexico)	Created	bank	Mexico
BanRegio Personal Banking (Mexico)	Created	bank	Mexico
Banterra Bank	Deactivated	credit cards	United States
Banterra Bank - Credit Card	Created	credit cards	United States
Barclaycard (Business) New (UK)	Created	credit cards	United Kingdom
Barclays 401(k) Plan	Created	stocks	United States
Baxalta Savings Plans	Created	stocks	United States
Bay Cities Bank	Deactivated	bank	United States
Bay Commercial Bank	Created	loans	United States
Bay Shore CU	Created	loans	United States
Bay Shore CU	Created	bank	United States
BayPort CU	Created	credit cards	United States
Bayview CU (Canada)	Created	loans	Canada
Bayview CU (Canada)	Created	bank	Canada
BB&T	Created	loans	United States
BB&T	Created	stocks	United States
BB&T	Created	credit cards	United States
BB&T	Created	bank	United States
BBCN Cash Management(Business)	Created	loans	United States
BBVA Bancomer	Created	loans	Mexico
BBVA Bancomer	Created	bank	Mexico
BBVA Bancomer (Mexico)	Created	loans	Mexico
BBVA Bancomer (Mexico)	Created	stocks	Mexico
BBVA Bancomer (Mexico)	Created	credit cards	Mexico
BCB Community Bank (Personal & Business)	Created	loans	United States
Beacon Community CU	Created	loans	United States
Beacon Federal	Deactivated	bank	United States
Bear State Bank	Created	loans	United States
Bear State Bank	Created	bank	United States
Bellco CU (Business)	Created	loans	United States
Benchmark Community Bank	Created	loans	United States
Beneficial State Bank	Created	credit cards	United States
Benefit Express Chrysler	Created	stocks	United States
Benefit Finance Partners- Wells Fargo User	Created	stocks	United States
Benefit Resources (BRIWeb Participant)	Created	stocks	United States
Benefit Resources (BRIWeb Participant)	Created	bank	United States
Berkshire Bank	Created	mortgage	United States
Berkshire Bank	Created	loans	United States
Berkshire Bank	Created	credit cards	United States
Berkshire Bank(Business)	Created	loans	United States
Besser CU	Created	loans	United States
Besser CU	Created	credit cards	United States
Besser CU	Created	bank	United States
BJs Perks MasterCard (Comenity)	Created	credit cards	United States
Black Hill Community Bank	Created	loans	United States
Black Hill Community Bank	Created	bank	United States
Blackhawk Bank & Trust	Created	loans	United States
Blue Ridge Bank(SC)	Created	loans	United States
Blue Ridge Bank(SC)	Created	bank	United States
Blue Ridge ESOP LJA Engineering	Created	stocks	United States
Bluegrass Community Bank	Created	loans	United States
BlueStar Retirement Services	Created	stocks	United States
Bluestem National Bank	Deactivated	mortgage	United States
Bluestem National Bank	Deactivated	loans	United States
Bluestem National Bank	Deactivated	bank	United States
BMO Private Bank - Investment Online	Created	stocks	United States
BMO Spend Dynamics (Credit Card)	Created	credit cards	United States
BNY Mellon Shareowner Services	Deactivated	stocks	United States
BNY Mellon Workbench	Created	stocks	United States
Bogota Savings Bank	Created	loans	United States
Bogota Savings Bank	Created	bank	United States
BOI AXA (India)	Created	stocks	India
Bolton Capital	Created	stocks	United States
Bonduel State Bank	Created	loans	United States
Bonduel State Bank	Created	bank	United States
BooneCountyBank-Business	Created	bank	United States
BOQ Specialist (Australia)	Created	loans	Australia
BOQ Specialist (Australia)	Created	credit cards	Australia
BOQ Specialist (Australia)	Created	bank	Australia
Borgata 401k Savings Plan	Created	stocks	United States
Boston Capital	Created	stocks	United States
Boulder Dam CU	Created	loans	United States
Boulder Valley CU (CO)	Created	credit cards	United States
Boutique Collective Investments (South Africa)	Created	stocks	South Africa
BP Credit Card	Created	credit cards	United States
Bradford & Bingley (UK)	Deactivated	bank	United Kingdom
Bradford National Bank	Created	loans	United States
Bradford National Bank	Created	bank	United States
Branch Banking and Trust Company	Created	bank	United States
Brannen Bank	Created	loans	United States
BRECO FCU	Created	loans	United States
BRECO FCU	Created	bank	United States
Brentwood Bank	Created	loans	United States
Brentwood Bank	Created	bank	United States
Bridgeview Bank	Created	loans	United States
Brighton Bank	Created	loans	United States
British Petroleum FCU	Created	bank	United States
Broadview Funds	Created	bank	United States
Bryn Mawr Trust Company	Created	loans	United States
Bryn Mawr Trust Company - WebLink - Trust	Created	stocks	United States
BSN (Malaysia)	Created	loans	Malaysia
BSN (Malaysia)	Created	stocks	Malaysia
BSN (Malaysia)	Created	credit cards	Malaysia
BSN (Malaysia)	Created	bank	Malaysia
Burkes Outlet	Created	credit cards	United States
Busey Bank	Created	mortgage	United States
Busey Bank	Created	loans	United States
Business Bank of Texas,N.A	Created	loans	United States
Cache Valley Bank	Created	mortgage	United States
Cadence Bank - TrustReporter	Created	stocks	United States
Cal State 9 CU	Deactivated	loans	United States
Calamos Investments (Private Client)	Deactivated	stocks	United States
California United Bank(Formerly 1st Enterprise)	Created	loans	United States
CalStrs	Created	stocks	United States
Calstrs Pension	Created	stocks	United States
Calumet Bank	Created	bank	United States
Camaplan	Created	stocks	United States
Camelback Community Bank	Deactivated	bank	United States
Camping World/Good Sam Credit Card	Created	credit cards	United States
Canon National Bank	Created	loans	United States
Capital City Bank (AL, GA, FL)	Deactivated	bank	United States
Capital City Bank (Personal Banking)	Created	loans	United States
Capital Community Bank	Created	loans	United States
Capital CU	Deactivated	bank	United States
Capital International Group (South Africa)	Created	stocks	South Africa
Capital One 360 (Spark Business)	Created	bank	United States
capital one HRS account	Created	credit cards	United States
Capitol City Bank	Deactivated	bank	United States
CapWest Mortgage	Created	mortgage	United States
Cardinal Financial Mortgage	Created	mortgage	United States
Carolina Bank (Business) (SC)	Created	loans	United States
Carolinas HealthCare System	Created	stocks	United States
Cash Management - nabtrade (Australia)	Created	stocks	Australia
Cass Commercial Bank	Created	bank	United States
Cass Commercial Bank - Business	Created	bank	United States
Castle Bank	Created	loans	United States
Castle Bank	Created	credit cards	United States
Castle Rock Bank(MN)	Created	loans	United States
Castle Rock Bank(MN)(Business)	Created	loans	United States
Cathay Bank (CA)(Business)	Created	loans	United States
Cathay Bank (CA)(Business)	Created	bank	United States
Cayuga Lake National Bank	Created	loans	United States
Cedar Rapids Bank and Trust(Business)	Created	loans	United States
CEFCU(Business)	Created	loans	United States
CEFCU(Business)	Created	bank	United States
CenterPointe Community Bank	Created	loans	United States
Central Bank (KY & WA)(Business)	Created	loans	United States
Central Bank (MN)	Deactivated	loans	United States
Central Bank (MN)	Deactivated	mortgage	United States
Central Bank (MN)	Deactivated	bank	United States
Central Bank of St Louis	Created	loans	United States
Central Bank of St Louis	Created	bank	United States
Central Depository Services Ltd. (India)	Created	stocks	India
Central Jersey Bank N.A	Deactivated	loans	United States
Central Jersey Bank N.A	Deactivated	mortgage	United States
Central Jersey Bank N.A	Deactivated	bank	United States
Central Macomb Community CU	Created	loans	United States
Central Pacific Bank	Created	mortgage	United States
Central Pacific Bank	Created	loans	United States
Central State Bank(AL)	Created	loans	United States
Century Bank(MS)	Created	loans	United States
Century Savings Bank	Created	loans	United States
Century Savings Bank	Created	bank	United States
CFT Securities	Created	stocks	United States
Champion CU(NC)	Created	loans	United States
Champlain National Bank	Created	loans	United States
Charles Schwab	Deactivated	mortgage	United States
Charles Schwab	Deactivated	credit cards	United States
Charles Schwab & Co., Inc. - PartnerLink	Created	stocks	United States
Charles Schwab (jhi)	Created	stocks	United States
Charles Schwab Bank Credit Card	Deactivated	credit cards	United States
Charles Schwab Learning Quest 529	Created	stocks	United States
Charter Oak FCU	Created	stocks	United States
Charter Oak FCU - Investments	Deactivated	stocks	United States
Chartway FCU	Created	stocks	United States
Cheaha Bank	Created	loans	United States
Cheaha Bank	Created	bank	United States
Chemical Bank & Trust - Trust	Created	stocks	United States
Chemical Bank (MI)	Created	mortgage	United States
Chemung Canal Trust Company - Investments	Created	stocks	United States
Chevy Chase Bank - Mortgage	Deactivated	mortgage	United States
Chino Commercial Bank	Created	loans	United States
Chino Commercial Bank	Created	bank	United States
Choice Financial	Created	loans	United States
Cholamandalam Securities Ltd. (India)	Created	stocks	India
Christian Investors Financial	Created	stocks	United States
Ciera Bank	Created	loans	United States
Cimarron mortgage	Created	mortgage	United States
CIMB Bank (Singapore)	Created	loans	Singapore
CIMB Bank (Singapore)	Created	credit cards	Singapore
CIMB Bank (Singapore)	Created	bank	Singapore
CIMB SECURITIES (Malaysia)	Created	stocks	Malaysia
CIMB Securities (Singapore)	Created	stocks	Singapore
Cintel FCU	Deactivated	loans	United States
Cintel FCU	Deactivated	mortgage	United States
Cintel FCU	Deactivated	credit cards	United States
Cintel FCU	Deactivated	bank	United States
Citco Online	Created	stocks	United States
Citi Private Bank (Singapore)	Created	stocks	Singapore
Citi Private Bank Brokerage Services	Deactivated	stocks	United States
Citi Private Bank Brokerage Services (AsiaPacific)	Deactivated	stocks	United States
Citi Private Bank in View	Created	stocks	United States
Citi Private Bank in View	Created	bank	United States
Citibank	Deactivated	stocks	United States
Citibank	Created	credit cards	United States
CITIBANK (Malaysia)	Created	loans	Malaysia
CITIBANK (Malaysia)	Created	stocks	Malaysia
CITIBANK (Malaysia)	Created	credit cards	Malaysia
CITIBANK (Malaysia)	Created	bank	Malaysia
CITIBANK (Thailand)	Created	loans	Thailand
CITIBANK (Thailand)	Created	stocks	Thailand
CITIBANK (Thailand)	Created	credit cards	Thailand
CITIBANK (Thailand)	Created	bank	Thailand
Citibank Personal Investments International	Deactivated	stocks	United States
Citizens Bank (MA, NH, CT, PA, DE & RI)	Deactivated	credit cards	United States
Citizens Bank (MI, OH, WI)	Deactivated	loans	United States
Citizens Bank (MI, OH, WI)	Deactivated	bank	United States
Citizens Bank (TN)	Created	loans	United States
Citizens Community Federal	Created	loans	United States
Citizens Financial Bank	Deactivated	bank	United States
Citizens First Bank (TN)	Created	loans	United States
Citizens National Bank	Created	bank	United States
CITIZENS National BANK (TX) (Business)	Created	loans	United States
City National Bank	Created	stocks	United States
City National Bank	Created	credit cards	United States
City National Bank(CA)	Created	credit cards	United States
City National Securities	Deactivated	stocks	United States
Clarksburg Area Postal Employee CU	Created	bank	United States
Clearfield Bank & Trust Company	Created	loans	United States
Clearfield Bank & Trust Company	Created	bank	United States
Clermont Wealth Strategies - Portfolio Online	Created	stocks	United States
Client360 Household	Created	stocks	United States
Clifton Savings Bank	Created	mortgage	United States
Clifton Savings Bank	Created	bank	United States
CMC Funding	Created	mortgage	United States
CMC Markets (Australia)	Created	stocks	Australia
CNA Benefit Plans	Deactivated	stocks	United States
Coast Central CU	Created	bank	United States
Coast National Bank	Created	loans	United States
Coastal FCU (NC)	Created	credit cards	United States
Coastline Trust Company	Created	stocks	United States
College Counts 529 Plan	Created	stocks	United States
College Savings Bank - Montana	Created	bank	United States
Collins State Bank	Created	loans	United States
Collins State Bank	Created	bank	United States
Colombo Bank	Created	loans	United States
Colorado East Bank & Trust	Created	loans	United States
Colorado National Bank	Created	loans	United States
Columbia Bank(NJ) (Business)	Created	loans	United States
Columbia Bank(NJ) (Business)	Created	bank	United States
Comdirect Bank AG (Germany)	Created	bank	Germany
Comenity Bank (Fuel Rewards Network MasterCard)	Created	credit cards	United States
Comenity Capital Bank - GameStop - Credit Cards	Created	credit cards	United States
COMMENITY GOOD SAM CAMPINGWORLD - CC	Created	credit cards	United States
Commerce Bank of Temecula Valley	Created	loans	United States
Commercial Bank of Texas	Created	mortgage	United States
Commercial Bank of Texas	Created	loans	United States
Commercial Banking Company	Created	loans	United States
Commercial National Bank(Texarkana)	Created	loans	United States
Commonwealth Bank CBA Mobile (Australia)	Created	credit cards	Australia
Commonwealth Bank CBA Mobile (Australia)	Created	bank	Australia
Community & Southern Bank	Created	loans	United States
Community 1st Bank(ID)	Created	loans	United States
Community Bank & Trust (Waco)	Created	stocks	United States
COMMUNITY BANK & TRUST OF FLORIDA	Created	loans	United States
Community Bank (TX)	Deactivated	loans	United States
Community Bank (TX)	Deactivated	bank	United States
Community Bank N.A. (NY)	Created	loans	United States
Community Bank of Chaska/Chanhassen	Created	loans	United States
Community Bank of Marshall	Created	loans	United States
Community Bank of Nevada	Deactivated	bank	United States
Community Bank of the Chesapeake	Created	loans	United States
Community Bank(Longview)(TX)	Created	loans	United States
Community Bank(Longview)(TX)	Created	bank	United States
Community Bank(PA)	Created	mortgage	United States
Community First Bank(WI)	Created	loans	United States
Community National Bank & Trust of Texas	Created	loans	United States
Community National Bank(TN)	Created	loans	United States
Community National Bank(TX)	Created	loans	United States
Community One FCU	Deactivated	mortgage	United States
Community Shores Bank	Created	loans	United States
Community United FCU	Created	loans	United States
CommunityOne Bank	Deactivated	bank	United States
Computershare	Deactivated	stocks	United States
COMTRUST FCU	Deactivated	mortgage	United States
COMTRUST FCU	Deactivated	credit cards	United States
ConnectOne Bank(Business)	Created	loans	United States
ConnectYourCare	Created	stocks	United States
Cooper State Bank	Deactivated	bank	United States
Cooperative Bank of Cape Cod (Business)	Created	loans	United States
Cooperative Bank of Cape Cod (Business)	Created	bank	United States
Cosmopolitan Bank and Trust	Deactivated	bank	United States
Countryside Bank	Created	loans	United States
Countryside Bank	Created	bank	United States
County Bank(DE)	Created	loans	United States
County Bank(DE)	Created	bank	United States
Cowboy Country FCU	Created	loans	United States
Cowboy Country FCU	Created	bank	United States
Cowboy State Bank	Created	bank	United States
cPort CU	Deactivated	credit cards	United States
cPort CU	Created	credit cards	United States
Credential Financial Asset Management (Canada)	Created	stocks	Canada
Credential Financial Securities (Canada)	Created	stocks	Canada
Credit Suisse Investment Banking (Singapore)	Created	stocks	Singapore
Credit Union ONE (MI)	Created	loans	United States
CREDO (credit card)	Created	credit cards	United States
Cross-First Bank	Created	bank	United States
Crossroads	Created	loans	United States
Crowell, Weedon & Co (Client Login)	Deactivated	stocks	United States
Crown Bank(MN)	Created	loans	United States
CSE FCU(OH)	Created	loans	United States
CU Mortgage	Created	mortgage	United States
CU SA (Australia)	Created	loans	Australia
CU SA (Australia)	Created	credit cards	Australia
CUA (Canada)	Created	loans	Canada
CUA (Canada)	Created	bank	Canada
Cub Cadet (TD Bank)	Created	credit cards	United States
Dakota Community Bank & Trust	Created	loans	United States
Dakota Community Bank & Trust	Created	bank	United States
Danamon Online Banking (Indonesia)	Created	credit cards	Indonesia
Danamon Online Banking (Indonesia)	Created	bank	Indonesia
Dane County CU	Created	loans	United States
Dane County CU - Investments	Created	credit cards	United States
Danske Bank (UK)	Created	bank	United Kingdom
Darien Rowayton Bank	Created	loans	United States
DaVita’s Voya 401K accounts	Created	stocks	United States
DBS (Singapore)	Created	loans	Singapore
DBS (Singapore)	Created	stocks	Singapore
DBS Private Banking (Singapore)	Created	stocks	Singapore
Decibel Community CU	Deactivated	loans	United States
Decibel Community CU	Deactivated	bank	United States
Defferal Direct	Created	stocks	United States
Delta Bank	Created	loans	United States
DeMotte State Bank	Created	loans	United States
Denmark State Bank	Created	bank	United States
Denver Fire Department FCU	Created	mortgage	United States
Denver Fire Department FCU	Created	loans	United States
Denver Fire Department FCU	Created	credit cards	United States
Desert Community Bank (NV)	Deactivated	bank	United States
Deutsche Asset & Wealth Management DBX Online (South Africa)	Created	stocks	South Africa
DEUTSCHE ASSET AND WEALTH MANAGEMENT	Created	stocks	United States
Deutsche Asset and Wealth Management	Created	stocks	United States
Development Credit Bank (aka DCB Bank) (India)	Created	loans	India
Dicks	Created	credit cards	United States
Diners Club	Deactivated	credit cards	United States
Directed Account Plan	Created	stocks	United States
Diversified Trust	Created	stocks	United States
Dollar General 401(k) Voya Plans	Created	stocks	United States
Dolores State Bank	Created	loans	United States
Doral Bank	Deactivated	loans	United States
Doral Bank	Deactivated	bank	United States
Double Eleven CU	Deactivated	bank	United States
Downers Grove National Bank	Deactivated	bank	United States
DSP MERRILL LYNCH LTD. (India)	Created	stocks	India
DTE Energy - Your Benefits Resources	Created	stocks	United States
Du Quoin State Bank - Banking	Created	bank	United States
DuPage CU	Created	mortgage	United States
DuPage CU	Created	loans	United States
DuPage CU - Credit Cards	Deactivated	credit cards	United States
DUPREE MUTUAL FUNDS	Created	stocks	United States
E*TRADE - Advisor	Created	stocks	United States
Eagle Asset Management	Created	stocks	United States
East Cambridge Savings Bank(Business)	Created	loans	United States
Easthampton Savings Bank(Business)	Created	loans	United States
Eastman National Bank	Created	loans	United States
Eastman National Bank	Created	bank	United States
EasyEquities (South Africa)	Created	stocks	South Africa
Edelman Financial Services	Created	stocks	United States
Educators CU (WI) - Investment	Created	stocks	United States
El Dorado Furniture(Comenity) - Credit Card	Created	credit cards	United States
Elements Financial	Created	loans	United States
Elements Financial	Created	stocks	United States
Elevations CU	Created	loans	United States
Elite Choice Retirement Solutions - Employee	Created	stocks	United States
Emirates NBD (UAE)	Created	loans	United Arab Emirates
Emirates NBD (UAE)	Created	credit cards	United Arab Emirates
Emkay (India)	Created	stocks	India
eMoney Advisor Platform	Deactivated	stocks	United States
Employee stock ownership plans - HCR	Created	stocks	United States
Employees Provident Fund Organisation,India (India)	Created	stocks	India
Employees Resources CU - bank	Created	bank	United States
Empower Retirement-Your Retirement Plan	Created	stocks	United States
Enderby & District Financial (Canada)	Created	bank	Canada
Ennis State Bank	Created	loans	United States
Enterprise Bank (TX)	Created	loans	United States
Enterprise Bank of South Carolina	Created	loans	United States
Enterprise Bank of South Carolina	Created	bank	United States
Enterprise Bank(NE)	Created	loans	United States
Envestnet (Spirenet)	Created	stocks	United States
Envision Financial, a division of First West CU (Canada)	Created	loans	Canada
Envision Financial, a division of First West CU (Canada)	Created	stocks	Canada
Envision Financial, a division of First West CU (Canada)	Created	credit cards	Canada
EQIS	Created	stocks	United States
Erie FCU	Created	loans	United States
ERISA Partners - Participant	Created	stocks	United States
ESB Bank	Deactivated	loans	United States
ESB Bank	Deactivated	mortgage	United States
ESB Bank	Deactivated	credit cards	United States
ESB Bank	Deactivated	bank	United States
Essex Bank	Created	loans	United States
Evansville FCU	Created	loans	United States
EverBank Advisor Services	Created	stocks	United States
EverBank(Business)	Created	loans	United States
EverBank(Business)	Created	bank	United States
Evergreen Federal Bank(Business)	Created	loans	United States
Evolve Bank and Trust - Mortgages	Created	mortgage	United States
evolve FCU	Created	loans	United States
Exchange Bank (AL)	Created	loans	United States
Exchange National Bank & Trust	Created	loans	United States
Exelis Retirement Plan INC - Voya Plans	Created	stocks	United States
Exelis Retirement Savings Plan (RSP)	Created	stocks	United States
F&M Bank (OK)	Deactivated	loans	United States
F&M Bank (OK)	Deactivated	bank	United States
Fairfield Federal (Lancaster, Ohio)	Created	loans	United States
Fairfield Federal (Lancaster, Ohio)	Created	bank	United States
FairFX (UK)	Deactivated	bank	United Kingdom
Fairway Independent Mortgage Corporation	Created	loans	United States
Falcon International Bank	Created	loans	United States
Family Security CU	Created	loans	United States
Family Security CU	Created	bank	United States
Farmer’s bank of Willards - Bank	Created	loans	United States
Farmers & Merchant Bank (WI)	Created	loans	United States
Farmers & Merchant Bank of South Carolina	Created	mortgage	United States
Farmers & Merchant Bank of South Carolina	Created	loans	United States
Farmers & Merchant Bank of South Carolina	Created	stocks	United States
Farmers & Merchant Bank of South Carolina	Created	credit cards	United States
Farmers and Merchants Bank(MD)	Created	loans	United States
Farmers and Merchants Bank(MD)	Created	bank	United States
Farmers and Savings Bank	Created	loans	United States
Farmers Bank & Trust(AR)	Created	loans	United States
Farmers Bank of Milton	Created	bank	United States
Farmers Deposit Bank	Created	loans	United States
Farmers National Bank (PA)	Created	loans	United States
Farmers National Bank (PA)	Created	bank	United States
Farmers State Bank (MT)	Created	loans	United States
Farmers State Bank(MN)	Created	loans	United States
Farmers State Bank(MN) (Business)	Created	loans	United States
FCB Banks - County	Created	bank	United States
FCN Bank	Created	loans	United States
Federal Reserve Benefits(Smart Benefits)	Deactivated	stocks	United States
Fidelity Account View (Client of Advisors)	Deactivated	stocks	United States
Fidelity Bank Deposit & Discount	Created	loans	United States
Fidelity Bank Deposit & Discount(Business)	Created	loans	United States
Fidelity Brokerage	Created	stocks	United States
Fidelity Charitable Gift Fund Advisor	Created	stocks	United States
Fidelity NetBenefits Textron	Created	stocks	United States
Fidelity Rewards Visa Signature Card	Created	credit cards	United States
Fidelity WealthCentral	Created	stocks	United States
Fifth Third Direct Commercial Banking	Created	stocks	United States
Financial Benefits CU	Created	loans	United States
Financial Benefits CU	Created	bank	United States
Financial Decisions - Participant	Created	stocks	United States
Financial Strategies Group	Created	stocks	United States
FineMark National Bank & Trust	Created	mortgage	United States
Finger Hut	Created	credit cards	United States
Fintegra LLC	Created	stocks	United States
Fire Fighters CU (UT)	Created	loans	United States
Firefly CU	Created	mortgage	United States
Firefly CU	Created	credit cards	United States
Firefly CU-Investments	Created	stocks	United States
First Alliance Bank	Created	loans	United States
First Alliance Bank(Business)	Created	loans	United States
First American Bank (NM)	Created	loans	United States
First American National Bank	Created	loans	United States
First American National Bank	Created	bank	United States
First Bank & Trust Company (OK)	Created	loans	United States
First Bank (IA)	Deactivated	bank	United States
First Bank and Trust of Bayport	Created	loans	United States
First Bank of Montana	Created	bank	United States
First Bank Richmond	Created	mortgage	United States
First Bank Richmond	Created	loans	United States
First Bank Richmond	Created	credit cards	United States
First Bank(NC,SC and VA)	Created	loans	United States
First Bankcard Small Business (UK)	Created	credit cards	United Kingdom
First Business Bank	Created	loans	United States
First Business Retirement Service Center	Created	stocks	United States
First Business Retirement Service Center-Symmetry	Created	stocks	United States
First Capital Bank(Division of Park Sterling Bank)	Created	bank	United States
First Capital Surety-Trust Account	Created	stocks	United States
First City Bank	Created	loans	United States
First Command Financial Services	Deactivated	stocks	United States
First Commerce Bank	Created	loans	United States
First Commerce Bank(Business)	Created	loans	United States
First Commons Bank	Created	loans	United States
First Community CU (TX)	Created	loans	United States
First CU of Scranton	Created	loans	United States
First Education FCU	Created	loans	United States
First Education FCU	Created	bank	United States
First Federal	Created	loans	United States
First Federal Bank (AR)	Deactivated	loans	United States
First Federal Bank (AR)	Deactivated	bank	United States
First Federal Bank of the Midwest(Business)	Created	loans	United States
First Federal Savings Bank(ID)	Created	loans	United States
First Financial Bank (Cleburne)	Deactivated	bank	United States
First Financial Bank (Hereford)	Deactivated	bank	United States
First Financial Bank (San Angelo)	Deactivated	bank	United States
First Financial Bank (Sweetwater, TX)	Deactivated	bank	United States
First Financial Bank (TX)	Deactivated	bank	United States
First Financial Bank (Weatherford)- Bank	Deactivated	bank	United States
First Florida Bank(Destin,FL)	Created	loans	United States
First Florida Integrity Bank	Created	loans	United States
First Harrison Bank	Created	bank	United States
First Home Bank	Created	loans	United States
First Interstate Bank(Business)	Created	loans	United States
First Iowa State Bank(Community First Bank)	Created	loans	United States
First Key - Mortgage	Created	mortgage	United States
First Landmark Bank	Created	mortgage	United States
First Landmark Bank	Created	loans	United States
First Landmark Bank	Created	stocks	United States
First Landmark Bank	Created	credit cards	United States
First Landmark Bank	Created	bank	United States
First Lawyers Trust Company - Client	Created	stocks	United States
First Market Bank	Deactivated	loans	United States
First Mercantile - Investment Professional	Created	stocks	United States
First Merchants - Credit Card	Created	credit cards	United States
First Merchants Trust Company	Created	stocks	United States
First Midwest - Credit Cards	Created	credit cards	United States
First Midwest Bank	Created	loans	United States
First Midwest Bank - Trust	Created	stocks	United States
First Morris Bank and Trust	Deactivated	bank	United States
First national bank	Created	loans	United States
First National Bank (Colorado City)	Created	loans	United States
First National Bank (PA)	Deactivated	loans	United States
First National Bank (PA)	Deactivated	bank	United States
First National Bank (PA) - Client Point	Created	stocks	United States
First National Bank (TN)	Deactivated	bank	United States
First National Bank in Olney	Created	loans	United States
First National Bank in Olney	Created	bank	United States
First National Bank in Wadena	Created	loans	United States
First National Bank Minnesota	Created	loans	United States
First National Bank Mobile (South Africa)	Created	loans	South Africa
First National Bank Mobile (South Africa)	Created	credit cards	South Africa
First National Bank Mobile (South Africa)	Created	bank	South Africa
First National Bank of Bemidji	Created	loans	United States
First National Bank of Elmer	Created	loans	United States
First National Bank of Elmer	Created	bank	United States
First National Bank of Granbury	Created	loans	United States
First National Bank of Northfield	Created	loans	United States
First National Bank of South Carolina	Created	loans	United States
First National Bank Southeast	Deactivated	loans	United States
First National Bank Southeast	Deactivated	bank	United States
First National Bank(Sturgis)	Created	loans	United States
First National Bank-Mt. Vernon, Texas	Created	bank	United States
First Northern Bank & Trust (PA)	Created	loans	United States
First Option Bank	Created	bank	United States
First Place Bank	Deactivated	mortgage	United States
First Place Bank	Deactivated	loans	United States
First Place Bank	Deactivated	bank	United States
First PREMIER Bank - Investments	Created	stocks	United States
First Savings Credit Card	Created	credit cards	United States
First Security Bank-Byron	Created	bank	United States
First Southwest Company	Created	stocks	United States
First State Bank (NE)	Created	loans	United States
First State Bank (OH)	Created	loans	United States
First Trade Union Bank	Deactivated	mortgage	United States
First Trust & Savings Bank	Created	loans	United States
First U.S. Community CU	Created	mortgage	United States
First United Bank & Trust(Business)	Created	loans	United States
First United Bank & Trust(Business)	Created	bank	United States
First Virginia Community Bank	Created	loans	United States
First Volunteer Bank	Created	loans	United States
FirstCapital Bank of Texas	Created	loans	United States
Firsttech CU	Created	mortgage	United States
Firsttech CU	Created	loans	United States
Firsttech CU	Created	credit cards	United States
Firsttech CU	Created	bank	United States
FISC Solutions	Deactivated	loans	United States
Five Points Bank	Created	mortgage	United States
Five Points Bank	Created	loans	United States
Five Star Bank (Business)	Created	loans	United States
Florida Citizens Bank	Created	loans	United States
Florida Citizens Bank	Created	bank	United States
Florida Community Bank(Business)	Created	loans	United States
Florida Parishes Bank	Created	loans	United States
Floridian Bank	Created	loans	United States
Floridian Bank	Created	bank	United States
FNB Corporation (PA)	Created	bank	United States
Ford Credit (South Africa)	Created	credit cards	South Africa
Fort Knox FCU(KY)	Created	credit cards	United States
Fort Snelling FCU	Deactivated	bank	United States
Fort Worth City CU	Created	loans	United States
Forward Bank	Created	loans	United States
Four Corners Community Bank	Created	loans	United States
Fowler State Bank	Created	loans	United States
Fox Communities CU	Created	loans	United States
Fox Communities CU	Created	credit cards	United States
Fox Valley CU	Created	loans	United States
Franklin Square	Created	stocks	United States
Franklin State Bank	Deactivated	loans	United States
Freedom FCU	Created	loans	United States
Freedom Mortgage (Loan)	Created	mortgage	United States
Fremont National Bank - Trust	Created	stocks	United States
Frontenac Bank(Business)	Created	loans	United States
Frost Bank Visa Card	Deactivated	credit cards	United States
Fulton Savings Bank (Personal & Business)	Created	loans	United States
Fulton Savings Bank (Personal & Business)	Created	credit cards	United States
FundNumbers	Created	stocks	United States
Fundrise Investment	Created	stocks	United States
Galena State Bank	Deactivated	loans	United States
Galena State Bank	Deactivated	mortgage	United States
Galena State Bank	Deactivated	bank	United States
Gallup FCU	Created	loans	United States
Gardner Bank	Deactivated	bank	United States
Gate City Bank	Created	mortgage	United States
Gate City Bank	Created	loans	United States
Gateway Bank(AZ)	Created	loans	United States
Gateway Bank(AZ)	Created	bank	United States
GCM Grosvenor	Created	stocks	United States
GEICO FCU(MD)	Created	loans	United States
GEICO FCU(MD)- Credit Card	Created	credit cards	United States
Gemini Fund Shareholder Desktop	Created	stocks	United States
GEMSA	Created	loans	United States
Genoa Bank	Created	loans	United States
Genoa Bank	Created	bank	United States
Georgia Employees Benefit	Created	stocks	United States
Georgia Power FCU	Deactivated	loans	United States
Georgia’s Own CU	Created	credit cards	United States
Gesa CU	Created	credit cards	United States
GFA FCU	Created	loans	United States
GHA FCU	Created	loans	United States
GHS Federal	Created	bank	United States
Gilder Gagnon Howe	Deactivated	stocks	United States
Gilder Gagnon Howe - Mystreetscape	Created	stocks	United States
Gilmer National Bank	Created	loans	United States
Gilmer National Bank	Created	bank	United States
Glens Falls National Bank and Trust Company	Created	loans	United States
Glens Falls National Bank and Trust Company	Created	bank	United States
Golden Valley Bank (Business)	Created	loans	United States
Goldman Sachs (Australia)	Created	stocks	Australia
Goldman Sachs - 401k (At Home)	Created	stocks	United States
Gothenburg State Bank	Created	loans	United States
Government Savings Bank (Thailand)	Created	credit cards	Thailand
Government Savings Bank (Thailand)	Created	bank	Thailand
Grand Bank	Created	bank	United States
Grand Ridge National Bank (Business)	Created	loans	United States
Granite Bank	Created	loans	United States
Granite Bank	Created	bank	United States
Great Basin FCU	Deactivated	bank	United States
Great State Bank(Business)	Created	loans	United States
Greenleaf Trust	Created	stocks	United States
Greenleaf Trust - Trust Services	Created	stocks	United States
Greenville Heritage FCU	Created	loans	United States
GT247 (South Africa)	Created	stocks	South Africa
Gulf Coast Bank	Created	loans	United States
Gulf Coast Bank	Created	bank	United States
Gulf CU	Created	credit cards	United States
Hamilton Bank(MD)	Created	loans	United States
Hamilton Bank(MD)(Business)	Created	loans	United States
Hamlin Bank	Created	loans	United States
Harbor Community Bank	Created	loans	United States
Harbor CU	Created	mortgage	United States
Harbor CU	Created	loans	United States
Harbor CU	Created	credit cards	United States
Hard Assets Alliance	Created	bank	United States
Hartford Policy services	Created	stocks	United States
Hartford Savings Bank	Deactivated	bank	United States
Harvest Bank	Created	loans	United States
Hawaiian Airlines Credit Card	Created	credit cards	United States
Hawthorne CU	Deactivated	loans	United States
Hawthorne CU	Deactivated	bank	United States
HCA Benefits (Former Employees)	Created	stocks	United States
HDFC Asset Management (India)	Created	stocks	India
Heartland Bank (OH)	Created	loans	United States
Heartland National Bank	Created	loans	United States
Heartland Retirement Plan Services	Created	stocks	United States
Hello Digit,Inc	Created	bank	United States
Hellobank (Spain)	Created	bank	Spain
Henderson Global Investors	Created	stocks	United States
Henssle	Created	stocks	United States
Heritage Bank (KY, TN)	Created	stocks	United States
Heritage Community Bank(SC)	Created	loans	United States
Heritage Financial Consultants	Created	stocks	United States
Hewitt Associates Alcoa Access	Created	stocks	United States
Hewitt Associates Allianz	Created	stocks	United States
Hewitt Associates CenterPoint Energy	Created	stocks	United States
Hewitt Associates Federal	Created	stocks	United States
Hewitt Associates RICOH	Created	stocks	United States
Hewitt Associates Tyco Electronics Benefits	Created	stocks	United States
Hewitt Associates UBS	Created	stocks	United States
Hewitt PCA (Packaging Corporation of America)	Created	stocks	United States
Hi-Scot CU (UK)	Created	loans	United Kingdom
High Country Bank	Created	loans	United States
Highland Bank(MN) (Business)	Created	loans	United States
Home Depot (First Data)	Created	credit cards	United States
Home Federal Bank (LA)	Created	loans	United States
Home Federal Bank (LA)	Created	bank	United States
Homestead Funds	Created	stocks	United States
HomeTown Bank(MN)	Created	loans	United States
HongLeong Bank (Malaysia)	Created	bank	Malaysia
HongLeong Bank (Singapore)	Created	loans	Singapore
HongLeong Bank (Singapore)	Created	stocks	Singapore
HongLeong Bank (Singapore)	Created	credit cards	Singapore
HongLeong Bank (Singapore)	Created	bank	Singapore
Hopewell FCU	Created	loans	United States
Horicon Bank	Created	stocks	United States
Horizon Bank (Indiana)	Created	loans	United States
Horizon Bank (Texas) - Bank	Created	mortgage	United States
Horizon Bank (Texas) - Bank	Created	loans	United States
Horizon Bank (Texas) - Bank	Created	credit cards	United States
Horizon Federal CU	Created	bank	United States
HostPlus Executive (Australia)	Created	stocks	Australia
Houston Musicians FCU	Created	loans	United States
Howard Bank(Business)	Created	loans	United States
HSA Account	Created	stocks	United States
HSA Bank	Created	stocks	United States
HSA Bank- My Accounts	Created	bank	United States
HSBC (Malaysia)	Created	loans	Malaysia
HSBC (Malaysia)	Created	stocks	Malaysia
HSBC (Malaysia)	Created	credit cards	Malaysia
HSBC (Malaysia)	Created	bank	Malaysia
HSBC (Mexico)	Created	bank	Mexico
HSBC Bank (Canada)	Created	credit cards	Canada
HSBC Bank Business Banking (UK)	Deactivated	credit cards	United Kingdom
HSBC Business(MiVision) (UK)	Created	credit cards	United Kingdom
HSBC Master Card (Canada)	Created	credit cards	Canada
HSBC Private Bank (Singapore)	Created	stocks	Singapore
HSBC Private Bank (Singapore)	Created	bank	Singapore
HSBC Singapore (Singapore)	Created	bank	Singapore
HSBCnet Global Banking	Deactivated	bank	United States
HTM Area CU	Created	credit cards	United States
HUB24 (Australia)	Created	stocks	Australia
Hudson Valley FCU(Business)	Created	loans	United States
iAB Financial Bank	Created	loans	United States
iBenefitcenter (Delivered by MERCER)	Deactivated	stocks	United States
Iberia Bank	Deactivated	loans	United States
Iberia Bank	Deactivated	bank	United States
IBERIABANK	Deactivated	loans	United States
IBERIABANK	Deactivated	bank	United States
Icon Bank	Created	loans	United States
Icon Bank	Created	bank	United States
Icon CU	Created	loans	United States
IDFC Bank (India)	Created	bank	India
IDFC PMS (India)	Created	stocks	India
IEKBC (Ireland)	Created	loans	Ireland
IEKBC (Ireland)	Created	credit cards	Ireland
IEKBC (Ireland)	Created	bank	Ireland
IH Mississippi Valley CU	Created	loans	United States
ILFS DP (India)	Created	stocks	India
Independent Bank	Created	loans	United States
Independent Bank - Mortgage	Created	mortgage	United States
Independent BankersBank (TIB) - Mortgage	Created	mortgage	United States
Indiana Bank and Trust Company	Deactivated	loans	United States
Indiana Bank and Trust Company	Deactivated	bank	United States
Indiana University-HSA	Created	stocks	United States
Industrial CU	Created	loans	United States
Industrial CU	Created	bank	United States
ING DiBA (Germany)	Created	bank	Germany
ING DIRECT (Australia)	Created	stocks	Australia
ING DIRECT (France)	Created	bank	France
ING Vysya Bank (India)	Deactivated	bank	India
ING-Direct (ES) (Spain)	Created	bank	Spain
Inland Northwest Bank	Created	loans	United States
Inland Real Estate Investment Corp	Created	stocks	United States
Insperity Employee Service Center	Created	stocks	United States
Integrated (India)	Created	stocks	India
Inter National Bank(Business)	Created	loans	United States
InterBank	Deactivated	bank	United States
International Paper Retirement Plan	Created	stocks	United States
Intracoastal Bank	Created	loans	United States
Intrust Super (Australia)	Created	stocks	Australia
Investar Bank	Created	loans	United States
Investec - Private Banking (UK)	Created	bank	United Kingdom
Investors Bank(Business)	Created	loans	United States
IOOF (Austria)	Created	stocks	United States
Iowa Advisor 529 Plan	Created	stocks	United States
Iowa Prairie Bank	Created	loans	United States
IP Management Company (South Africa)	Created	stocks	South Africa
Iroquois Federal	Created	loans	United States
Iroquois Federal	Created	bank	United States
Island Savings (Canada)	Created	bank	Canada
Island Savings Plan	Deactivated	stocks	United States
ISU CU(ID)	Created	loans	United States
ISU CU(ID)	Created	bank	United States
ITW Savings and Investment Plan - Participant	Created	stocks	United States
IXE (Mexico)	Created	bank	Mexico
J.G. Wentworth	Created	loans	United States
J.M. Forbes & Co	Created	stocks	United States
JAMES HAY PARTNERSHIP (UK)	Created	stocks	United Kingdom
Jax FCU	Created	loans	United States
JC Penny-Credit Card	Deactivated	credit cards	United States

1,671 new banks now available in PocketSmith

Fri, 08 Jul 2016 00:00:00 +0000

PocketSmith now supports 1,671 new bank feeds from a wide range of countries, after a recent update. So if you’ve been waiting for a specific feed, cross your fingers and check the full list of additions here!

Sneak peek of new category analysis and roll-up budgets

Fri, 01 Jul 2016 00:00:00 +0000

A beta preview of the new category budget analysis is now available at https://budgetingbeta.pocketsmith.com/budgets. The primary change you’ll see are new graphs when you drill-down into an individual category, where you’ll also find roll-up budget analysis.

The default Budgets front page hasn’t visually changed yet, and there are a few bugs we’re still working through here. We’re also discussing the plan for bringing roll-up budgeting to the fore here too, as well as other improvements that are possible now that the background work has been completed.

The site at https://budgetingbeta.pocketsmith.com can be used alongside the main application at https://my.pocketsmith.com, as data will remain consistent between both. Please let us know any feedback you have about the beta!

ANZ Money Manager express import and migration guides

Fri, 10 Jun 2016 00:00:00 +0000

We’ve introduced a quick and easy way for ANZ Money Manager users to get set up in PocketSmith. This includes a one-file express upload feature that gets all your accounts, transactions and categories set up at once, as well as step-by-step guides for getting all set up and your accounts synced up.

Start off here on our knowledge base, and please get in touch with any questions!

See how a transaction was filtered

Fri, 03 Jun 2016 00:00:00 +0000

Released a little while ago, but worth highlighting: there is now a “Filtered” button inside the edit transaction form.

Clicking this shows you a pop-up, with details on the category rule or filter that was applied to the transaction. You can then open the Filter from here to edit it. This means that hunting down why a Transaction was categorised a particular way becomes far easier.

Digest and log in management improvements

Thu, 26 May 2016 00:00:00 +0000

The Digest now excludes transfers from the income and expense pie chart, so large transfer amounts will no longer skew your numbers. Using multiple tabs has also been improved, with oddities caused by using older tabs after logging in again being ironed out.

Transaction confirmation mode now sortable

Tue, 17 May 2016 00:00:00 +0000

The confirmation of the Transactions page now features sortable columns. This means you can order your transactions in whatever method is easiest for your confirmation processing.

Institutions now known as Banks

Wed, 11 May 2016 00:00:00 +0000

The first part of improving bank feed management in the Account Summary has been completed, which sees us change from using the very specific “Institution” to the clearer “Bank”.

Cashflows now allows future date selection

Fri, 29 Apr 2016 00:00:00 +0000

Now you’re able to select future Cashflow dates without needing to expand the forecast via the Calendar first. Much quicker to get an overview of your future!

Split transaction handling improvements

Thu, 14 Apr 2016 00:00:00 +0000

When you split transactions, the transactions will now always appear adjacent to each other in the transaction listing, making keeping track of splits a bit easier. Also, there are now no limits to the number of transactions you can perform bulk actions on.

Unhide Category directly from Budgets page

Mon, 11 Apr 2016 00:00:00 +0000

You can now “Unhide” any categories that you’d hidden from the Budgets page, meaning it’s easier to add and remove categories from this report as needed.

Better multi-currency handing in Cashflows

Thu, 07 Apr 2016 00:00:00 +0000

The Cashflows page for multi-currency accounts now converts historical actual totals as at the end-of-month shown, instead of always as at today. Much more accurate for historical balances and totals.

Loading PocketSmith is now faster

Thu, 17 Mar 2016 00:00:00 +0000

We’ve applied a range of optimisations to the forecast system. This means that logging into PocketSmith is faster now, as well as forecast recalculation and calendar page loading. Things should feel snappier for everyone, like a unicorn flying over a rainbow. In space.

Introducing Safe Balance, see what's safe to spend (or save!)

Wed, 09 Mar 2016 00:00:00 +0000

We’re pleased to announce the beta of the Safe Balance feature! This optionally adjusts your balances to account for planned income and expenses, so you can see how much money you really have available, learn more here!

Forecast Start modal has been improved

Wed, 09 Mar 2016 00:00:00 +0000

As part of Safe Balance going into beta, we’ve enhanced the Forecast Start adjustment information modal window. Now when you click on the Forecast Start events in the calendar, you’ll be shown a graph which clearly illustrates the Forecast Start changes, instead of only text information.

New categorisation interface is here

Thu, 04 Feb 2016 00:00:00 +0000

The new categorisation interface is now in beta! Focus on your new items one card at a time. Write memories, make rules, and send them zipping off the pile. So easy!

For more details, check out the knowledge base article.

Now easier to reorder your categories

Wed, 27 Jan 2016 00:00:00 +0000

We’ve introduced a handle to the left of each category row on the Categories page, making it easier to reorder categories. Works great on tablets too! We’ve a lot of updates coming soon, please stay tuned!

PocketSmith companion mobile app now in beta

Wed, 23 Dec 2015 00:00:00 +0000

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 on the mobile landing page.

Introducing your PocketSmith Digest

Thu, 03 Dec 2015 00:00:00 +0000

Were beta-testing the new Digest, which gives you simple, key insights into how you’re doing with your money. Choose to see present and historical reports by week, month or year! To activate this report, become a beta tester via Beta settings, and then view it from the “Budgets & Reports” menu. Please let us know your thoughts!

Transaction Reviewing has been released!

Thu, 19 Nov 2015 00:00:00 +0000

Now you can choose to review transactions as they’re received by PocketSmith! Review all new transactions, live feed categorized, or rule categorized transactions. Head to Settings > User Preferences > Transaction Reviewing to set it up!

For more details, check out the knowledge base article

Live feed transactions won't be re-imported after delete

Mon, 16 Nov 2015 00:00:00 +0000

We’ve released an update which stops live bank feed transactions that have been deleted from being reimported. Once deleted, transactions will not reappear unless an option under the individual “Account preferences” is unchecked. Read more on our knowledgebase here.

Yodlee Bank Feed Additions, November 2015

Thu, 05 Nov 2015 00:00:00 +0000

An update of our live bank feed support list has been performed, which introduces support for over 500 new institutions added across the US, United Kingdom, Australia and Spain. Below is a full list of all institutions that have been added.

Bank / Institution name	Country	Type
1ST BANK OF SEA ISLE CITY - Bank	United States	bank
1ST BANK OF SEA ISLE CITY(Business) - Bank	United States	bank
1st Enterprise Bank (CA)(Business) - Bank	United States	bank
1st National Bank (MI) - Bank	United States	bank
1st National Bank Albany/Breckenridge - Bank	United States	bank
1st Southwest Bank	United States	bank
Bankinter (Spain)	Spain	credit cards
AKIN GUMP VOYA PLANS - Investments	United States	investments
ALPS FCU - Bank	United States	bank
Aetna (HSA) - Bank	United States	bank
Affinity Plus FCU - Bank	United States	bank
AimBank	United States	bank
Alamosa State Bank	United States	bank
Alden State Bank(MI) - Bank	United States	bank
Align CU - Bank	United States	bank
Alliance Bank(IN) - Bank	United States	bank
Alliance Bank(PA) - Bank	United States	bank
Alliance CU (MO)- BANK	United States	bank
Alternatives FCU - Bank	United States	bank
Alterra Bank	United States	bank
Alva State Bank & Trust - Bank	United States	bank
Amalgamated Bank(Business) - Bank	United States	bank
America’s CU (WA) - Bank	United States	bank
American Express Bank (Personal Savings Bank) - Bank	United States	bank
American Spirit FCU - Bank	United States	bank
Ameriserv (Business) - Bank	United States	bank
Applied Bank - Banking	United States	bank
Argent CU - Bank	United States	bank
Arundel Federal Savings Bank	United States	bank
Athol Savings(Business) - Bank	United States	bank
Auburn State Bank	United States	bank
Auto Club Trust, FSB - Bank	United States	bank
Avant - Loan	United States	loans
Avidbank(CA) - Bank	United States	bank
BB&T Retirement	United States	investments
BBCN Cash Management(Business) - Bank	United States	bank
BBVA (Spain) - Investments	Spain	investments
BCB Community Bank (Personal & Business) - Bank	United States	bank
Baker And McKenzie Retirement Access - Bank	United States	bank
Bank Of Napa - Bank	United States	bank
Bank Orion - Bank	United States	bank
Bank of America CashPro Online - Bank	United States	bank
Bank of America CashPro Online - Investments	United States	investments
Bank of Franklin - Bank	United States	bank
Bank of Glen Ullin - Bank	United States	bank
Bank of Hays - Bank	United States	bank
Bank of Internet - Advisor - Bank	United States	bank
Bank of Kilmichael - Bank	United States	bank
Bank of Marin(Business) - Bank	United States	bank
Bank of McKenney - Bank	United States	bank
Bank of Prairie du Sac (Business) - Bank	United States	bank
Bank of Quincy - Bank	United States	bank
Bank of River Oaks - Bank	United States	bank
Bank of Sacramento(CA) - Bank	United States	bank
Bank of San Francisco - Bank	United States	bank
Bank of Tescott - Bank	United States	bank
Bank of Walterboro - Bank	United States	bank
Bank of the James - Bank	United States	bank
Bankinter (Spain)	Spain	bank
Bar Harbor Bank & Trust(Business) - Bank	United States	bank
Barclays Stockbrokers (UK)	United Kingdom	investments
Beacon Community CU - Bank	United States	bank
Bellco CU (Business) - Bank	United States	bank
Belmont Savings Bank	United States	bank
Benchmark Community Bank	United States	bank
Berkshire Bank(Business) - Bank	United States	bank
Biscayne Bank - Banking	United States	bank
Blackhawk Bank & Trust - Bank	United States	bank
Blackrock 529 - Bank	United States	bank
Bluegrass Community Bank	United States	bank
Boulder Dam CU - Bank	United States	bank
Brannen Bank	United States	bank
Brighton Bank(Business) - Bank	United States	bank
Bryn Mawr Trust Company - Bank	United States	bank
Business Bank of Texas,N.A - Bank	United States	bank
Butler ARMCO Employees CU - Bank	United States	bank
CITIZENS National BANK (TX) (Business) - Bank	United States	bank
COMMUNITY BANK & TRUST OF FLORIDA - Bank	United States	bank
CSE FCU(OH) - Bank	United States	bank
CU SA (Australia) - Banking	Australia	bank
Cajamar Caja Rural (Spain)	Spain	bank
California United Bank(Formerly 1st Enterprise) - Bank	United States	bank
Canon National Bank	United States	bank
Cape Ann Savings Bank	United States	bank
Capital Bank (Commercial)(FL) - Bank	United States	bank
Capital City Bank (Personal Banking)	United States	bank
Capital City Bank	United States	bank
Capital Community Bank	United States	bank
Carolina Bank (Business) (SC) - Bank	United States	bank
Carter County Bank - Personal Checking Account - Bank	United States	bank
Castle Rock Bank(MN) - Bank	United States	bank
Castle Rock Bank(MN)(Business) - Bank	United States	bank
Cayuga Lake National Bank	United States	bank
Cedar Rapids Bank and Trust(Business) - Bank	United States	bank
CenterPointe Community Bank	United States	bank
Central Bank (KY & WA)(Business) - Bank	United States	bank
Central Bank of Houston - Bank	United States	bank
Central Macomb Community CU - Bank	United States	bank
Central State Bank(AL) - Bank	United States	bank
Century Bank(MS) - Bank	United States	bank
Champion CU(NC) - Bank	United States	bank
Champlain National Bank	United States	bank
Choice Financial - Bank	United States	bank
Ciera Bank	United States	bank
Citizens Bank (TN) - Bank	United States	bank
Citizens Community Federal - Bank	United States	bank
Citizens First Bank (TN) - Bank	United States	bank
Citizens State Bank of La Crosse-Bank	United States	bank
City National bank - BankAtCity - Bank	United States	bank
Coast National Bank	United States	bank
Coastline FCU - Bank	United States	bank
Cohutta Banking Company (Business)	United States	bank
Colombo Bank	United States	bank
Colorado East Bank & Trust - Bank	United States	bank
Colorado National Bank	United States	bank
Commerce Bank of Temecula Valley - Bank	United States	bank
Commercial Banking Company	United States	bank
Commercial National Bank(Texarkana) - Bank	United States	bank
Commonwealth Bank (CommBiz) (Australia) - Banking	Australia	bank
Commonwealth Bank (CommBiz) (Australia) - Credit Card	Australia	credit cards
Commonwealth Bank (CommBiz) (Australia) - Loan	Australia	loans
Community & Southern Bank	United States	bank
Community 1st Bank(ID) - Bank	United States	bank
Community 1st Bank	United States	bank
Community Bank of Chaska/Chanhassen - Bank	United States	bank
Community Bank of Marshall - Bank	United States	bank
Community Bank of Pickens County - Bank	United States	bank
Community Bank of the Chesapeake - Bank	United States	bank
Community First Bank(WI) - Bank	United States	bank
Community National Bank(TN) - Bank	United States	bank
Community National Bank(TX) - Bank	United States	bank
Community Shores Bank	United States	bank
Community United FCU - Bank	United States	bank
ConnectOne Bank(Business) - Bank	United States	bank
ConnectOne Bank	United States	bank
ConnectYourCare - Bank	United States	bank
Cooper State Bank	United States	bank
Crossroads - Bank	United States	bank
Crown Bank(MN) - Bank	United States	bank
Customers Bank(Business) - Bank	United States	bank
Dane County CU - Bank	United States	bank
Danske Bank Business (UK) - Bank	United Kingdom	bank
DeMotte State Bank	United States	bank
Delta Bank	United States	bank
Delta Community CU - Bank (Online Banking)	United States	bank
Denver Fire Department FCU - Bank	United States	bank
Dollar Bank - Mortgage	United States	mortgage
Dollar Bank Business Center(CashAnalyzer) - Bank	United States	bank
East Boston Savings Bank(Business) - Bank	United States	bank
East Cambridge Savings Bank(Business) - Bank	United States	bank
Easthampton Savings Bank(Business) - Bank	United States	bank
Edward Jones - Bank	United States	bank
Encore CU - Bank	United States	bank
Ennis State Bank	United States	bank
Enterprise Bank (TX) - Bank	United States	bank
Essex Bank	United States	bank
Evansville FCU - Bank	United States	bank
Evergreen Federal Bank(Business) - Bank	United States	bank
Evergreen Federal Bank	United States	bank
Evolve Bank and Trust(AR) - Bank	United States	bank
Exchange Bank (AL) - Bank	United States	bank
Exchange National Bank & Trust - Bank	United States	bank
FCN Bank	United States	bank
FM Bank	United States	bank
FNB Alaska (Business) - Bank	United States	bank
FOCUS CU of Wisconsin - Bank	United States	bank
Falcon International Bank	United States	bank
Farmer’s National Company of Illinois - Bank	United States	bank
Farmer’s bank of Willards - Bank	United States	bank
Farmers & Merchant Bank (WI) - Bank	United States	bank
Farmers & Merchant Bank of South Carolina - Bank	United States	bank
Farmers Bank & Trust(AR) - Bank	United States	bank
Farmers Deposit Bank	United States	bank
Farmers State Bank (MT) - Bank	United States	bank
Farmers State Bank(MN) (Business) - Bank	United States	bank
Farmers State Bank(MN) - Bank	United States	bank
Farmers and Savings Bank	United States	bank
Fidelity Bank Deposit & Discount - Bank	United States	bank
Fidelity Bank Deposit & Discount(Business) - Bank	United States	bank
Fidelity Homestead Savings Bank	United States	bank
Fidelity NetBenefits (non-owned) - Investments	United States	investments
Fire Fighters CU (UT) - Bank	United States	bank
First Alliance Bank(Business) - Bank	United States	bank
First Alliance Bank	United Kingdom	bank
First American Bank (NM) - Bank	United States	bank
First Bank & Trust Company (OK) - Bank	United States	bank
First Bank (IL) - Bank	United States	bank
First Bank Richmond - Bank	United States	bank
First Bank and Trust of Bayport - Bank	United States	bank
First Bank(NC,SC and VA) - Bank	United States	bank
First Business Bank	United States	bank
First CU of Scranton - Bank	United States	bank
First City Bank	United States	bank
First Commerce Bank(Business) - Bank	United States	bank
First Commerce Bank	United States	bank
First Commons Bank	United States	bank
First Data (ADP) (Paycard Account) - Bank	United States	bank
First Federal - Bank	United States	bank
First Federal Bank of the Midwest(Business) - Bank	United States	bank
First Federal Savings Bank(ID) - Bank	United States	bank
First Florida Bank(Business)(Destin,FL) - Bank	United States	bank
First Florida Bank(Destin,FL) - Bank	United States	bank
First Florida Integrity Bank	United States	bank
First Home Bank	United States	bank
First Interstate Bank(Business) - Bank	United States	bank
First Iowa State Bank(Community First Bank) - Bank	United States	bank
First Merchants Bank(Business banking)	United States	bank
First National Bank in Wadena - Bank	United States	bank
First National Bank of Bemidji - Bank	United States	bank
First National Bank of Granbury - Bank	United States	bank
First National Bank(Sturgis) - Bank	United States	bank
First Northern Bank & Trust (PA) - Bank	United States	bank
First Trust & Savings Bank	United States	bank
First Virginia Community Bank	United States	bank
First bank southwest - Bank	United States	bank
First national bank in altus - Bank	United States	bank
Five Points Bank	United States	bank
Five Star Bank (Business) - Bank	United States	bank
Florida Community Bank(Business) - Bank	United States	bank
Florida Parishes Bank	United States	bank
Fort Worth City CU - Bank	United States	bank
Forward Bank	United States	bank
Four Corners Community Bank	United States	bank
Fowler State Bank	United States	bank
Fox Valley CU - Bank	United States	bank
Freedom Bank	United States	bank
Freedom First CU - Bank	United States	bank
Frontenac Bank(Business) - Bank	United States	bank
Fulton Savings Bank (Personal & Business) - Bank	United States	bank
GEICO FCU(MD) - Bank	United States	bank
GFA FCU - Bank	United States	bank
GHA FCU - Bank	United States	bank
Gallup FCU - Bank	United States	bank
Golden Valley Bank (Business) - Bank	United States	bank
Gothenburg State Bank	United States	bank
Grand Ridge National Bank (Business) - Bank	United States	bank
Great State Bank(Business) - Bank	United States	bank
Greenfield Banking Company	United States	bank
Greenville Heritage FCU - Bank	United States	bank
Guaranty Bank (MO) - Bank	United States	bank
Gulf Winds Federal - Bank	United States	bank
HSBC American Business Card (NAS) - Credit Card	United States	credit cards
HSBC Business(new) (UK) - Bank	United Kingdom	bank
Hamilton Bank(MD) - Bank	United States	bank
Hamilton Bank(MD)(Business) - Bank	United States	bank
Hamlin Bank	United States	bank
Harbor CU - Bank	United States	bank
Harbor Community Bank	United States	bank
Harvest Bank	United States	bank
Heartland Bank (OH) - Bank	United States	bank
Heartland National Bank	United States	bank
Heritage Community Bank(SC) - Bank	United States	bank
Hi-Scot CU (UK) - Bank	United Kingdom	bank
High Country Bank	United States	bank
Highland Bank(MN) (Business) - Bank	United States	bank
Highlands Bank	United States	bank
HomeTown Bank(MN) - Bank	United States	bank
Hopewell FCU - Bank	United States	bank
Horizon Community CU - Bank	United States	bank
Houston Musicians FCU - Bank	United States	bank
Howard Bank(Business) - Bank	United States	bank
Hudson Valley FCU(Business) - Bank	United States	bank
Indiana University-HSA - Bank	United States	bank
Inland Northwest Bank	United States	bank
Insperity Employee Service Center - Bank	United States	bank
Inter National Bank(Business) - Bank	United States	bank
Intracoastal Bank	United States	bank
Investar Bank	United States	bank
Investors Bank(Business) - Bank	United States	bank
Iowa Prairie Bank	United States	bank
Jefferson Financial CU - Bank	United States	bank
Jersey Shore FCU - Bank	United States	bank
Karnes County National Bank	United States	bank
Key Community Bank	United States	bank
KeyPoint CU (Business) - Bank	United States	bank
Kirkpatrick Bank	United States	bank
Kleberg Bank(TX) - Bank	United States	bank
LPL Financial (SWMI) - Investments	United States	investments
Lafayette State Bank	United States	bank
Lake Shore Savings - Bank	United States	bank
Lake-Osceola State Bank	United States	bank
Lead Bank(Business) - Bank	United States	bank
Lead Bank	United States	bank
Lee Bank(Business) - Bank	United States	bank
Legacy Bank(CO) - Bank	United States	bank
Legacy State Bank	United States	bank
Legends Bank (MO) - Bank	United States	bank
Lewiston State Bank	United States	bank
Lighthouse Bank	United States	bank
Lorain National Bank(Business) - Bank	United States	bank
Lorain National Bank	United States	bank
Macatawa Bank(Business) - Bank	United States	bank
Machias Savings Bank	United States	bank
Manufacturers Bank	United States	bank
Maple FCU - Bank	United States	bank
Mariner’s Bank	United States	bank
Maroon Financial CU - Bank	United States	bank
Members Cooperative CU - Bank	United States	bank
Members First Community CU - Bank	United States	bank
Members Trust of the Southwest FCU - Bank	United States	bank
Memphis City Employees CU - Bank	United States	bank
Mercantil Commercebank (Business Banking)	United States	bank
Mercantile Bank of Michigan - Bank	United States	bank
Mercer (Regions Bank) - Investments	United States	investments
Merchants Bank - MN - Bank	United States	bank
Meridian Bank (PA) - Bank	United States	bank
Merrick Bank - Credit Cards - Bank	United States	bank
Metro Shores CU - Bank	United States	bank
Mid American CU - Bank	United States	bank
MidAmerica National Bank	United States	bank
MidFirst Bank(Steele Street Bank & Trust) - Bank	United States	bank
Midwest Bank(MN) - Bank	United States	bank
Midwest Community Bank	United States	bank
Millbury Savings Bank	United States	bank
Missouri bank & Trust Company of Kansas(Business) - Bank	United States	bank
Monterey County Bank(Business) - Bank	United States	bank
Monterey County Bank	United States	bank
Morgan Stanley (StockPlan Connect) - Investments	United States	investments
Morgan Stanley Online (ClientServ) - Bank	United States	bank
Morton Community Bank(Business) - Bank	United States	bank
MountainOne - Bank	United States	bank
Mutual-Bank	United States	bank
MutualBank (Business) - Bank	United States	bank
My Savings Direct-Bank	United States	bank
NAB Connect (Australia) - Banking	Australia	bank
NBH Bank N.A. - Bank	United States	bank
Nassau Educators FCU (Business) - Bank	United States	bank
National Bank of Kansas City - Bank	United States	bank
National Bank of Middlebury - Bank	United States	bank
National Exchange Bank & Trust(Business) - Bank	United States	bank
National Penn (e-Cash Plus) - Bank	United States	bank
National Penn (e-Cash Plus) - Loan	United States	loans
New Frontier Bank	United States	bank
New Tripoli Bank	United States	bank
Nickel Steel FCU - Bank	United States	bank
North Shore Bank (MA)(Business) - Bank	United States	bank
North Shore Trust and Savings - Bank	United States	bank
North Star Bank(Business) - Bank	United States	bank
North Star Bank	United States	bank
Northbrook Bank	United States	bank
Northeast Alliance FCU - Bank	United States	bank
Northeast Georgia Bank	United States	bank
Northern Beaches CU (Australia) - Banking	Australia	bank
Northpointe Bank	United States	bank
Northwest Consumers FCU - Bank	United States	bank
Oak Bank	United States	bank
OakStar Bank Online - Banking	United States	bank
Ocean Crest FCU - Bank	United States	bank
Ohio National - Bank	United States	bank
Old Point National Bank	United States	bank
One World Bank	United States	bank
Oriental Bank	United States	bank
Oswego County FCU - Bank	United States	bank
PNC Health Savings Account - Bank	United States	bank
PSE CU - Bank	United States	bank
Palmetto First FCU - Bank	United States	bank
Pan American Bank	United States	bank
Partner Colorado CU - Bank	United States	bank
Partners 1st FCU - Bank	United States	bank
Partnership Bank	United States	bank
Peach State FCU - Bank	United States	bank
PennyMac Loan (New Site)	United States	loans
People’s Bank of Commerce - Bank	United States	bank
Peoples Bank(KY) - Bank	United States	bank
Peoples Security Bank & Trust - Bank	United States	bank
Pine Country Bank(Business) - Bank	United States	bank
Pine Country Bank	United States	bank
Platinum Bank	United States	bank
Port Washington State Bank	United States	bank
Portage Community Bank	United States	bank
Portland FCU - Bank	United States	bank
Post Office Employees FCU (LA) - Bank	United States	bank
Prairie State Bank & Trust - Bank	United States	bank
Preferred Bank	United States	bank
Premier Bank Nebraska - Bank	United States	bank
Prime Security Bank	United States	bank
PrimeSouth Bank	United States	bank
ProGrowth Bank	United States	bank
Progressive Bank(LA) - Bank	United States	bank
Progressive National Bank	United States	bank
Provident Bank(CA) - Bank	United States	bank
Pyramind FCU - Bank	United States	bank
RGV CU - Bank	United States	bank
Renasant Bank(Business) - Bank	United States	bank
Resurgens Bank	United States	bank
Riegel FCU - Bank	United States	bank
Rio Grande CU(NM) - Bank	United States	bank
Rite Aid 401K Aon Hewitt	United States	investments
River Valley Community Bank	United States	bank
Rock Valley CU - Bank	United States	bank
Rolfe State Bank	United States	bank
Royal bank usa - Bank	United States	bank
S&T Bank(Business) - Bank	United States	bank
SEG FCU - Bank	United States	bank
SPE FCU - Bank	United States	bank
SVB Private Bank(CA) - Bank	United States	bank
Sage Pay (UK) - Bank	United Kingdom	bank
Saginaw Medical FCU - Bank	United States	bank
Salem Five - Mortgage	United States	mortgage
Santander Corporate Banking (UK)	United Kingdom	bank
Santee Cooper CU - Bank	United States	bank
Savings Bank of Danbury (Business) - Bank	United States	bank
Seacoast Commerce Bank	United States	bank
Seaside National Bank(Business) - Bank	United States	bank
Security First CU - Bank	United States	bank
Security National Bank(OH) - Bank	United States	bank
Security State Bank (ST) - Bank	United States	bank
Select Account HSA - Bank	United States	bank
Select Bank & Trust - Bank	United States	bank
Select Bank	United States	bank
Sentry Bank	United States	bank
Shelby County FCU - Bank	United States	bank
Solarity CU - Bank	United States	bank
Somerset Trust Company - Bank	United States	bank
Sound Bank	United States	bank
South Central Bank (KY) (Business) - Bank	United States	bank
South Central Bank (KY) - Bank	United States	bank
South State Bank	United States	bank
SouthPoint Bank(Business) - Bank	United States	bank
SouthPoint Bank	United States	bank
Southwest Bank	United States	bank
Southwest Heritage CU - Bank	United States	bank
Spirit of Texas Bank	United States	bank
Springfield Community Bank	United States	bank
Square 1 Bank (with CompanyID - Upgraded) - Bank	United States	bank
St. Charles Bank(Business) - Bank	United States	bank
St. Charles Bank	United States	bank
St. Johns Bank(Personal & Business) - Bank	United States	bank
Star Bank of Texas - Bank	United States	bank
State Bank of Southern Utah - Bank	United States	bank
State Bank of the Lakes(Business) - Bank	United States	bank
State Savings Bank	United States	bank
Stationery CU - Bank	United States	bank
Sterling National Bank(Business) - Bank	United States	bank
Steuben Trust Company - Bank	United States	bank
Stock Exchange Bank(OK) - Bank	United States	bank
Strait View CU - Bank	United States	bank
Sumday - Bank	United States	bank
Summit Bank & Trust (Business) - Bank	United States	bank
Superior CU (PA) - Bank	United States	bank
Synovus - Bank	United States	bank
Synovus(Business) - Bank	United States	bank
TCF Bank(Business) - Bank	United States	bank
TD Bank(eTreasury) - Bank	United States	bank
TLC Community CU - Bank	United States	bank
Tango Health (HSA) - Bank	United States	bank
Tarahoe Savings Bank	United States	bank
Texas Community Bank	United States	bank
Texas Gulf Bank	United States	bank
Texas Security Bank	United States	bank
The Bank Of Perry County - Bank	United States	bank
The Bank of Charlotte County - Bank	United States	bank
The Bank of Fayette County - Bank	United States	bank
The Bank of Harlan - Bank	United States	bank
The Bank of Maine - Bank	United States	bank
The Eastern Colorado Bank	United States	bank
The Farmers Bank (TN) - Bank	United States	bank
The First National Bank & Trust Co. of Vinita - Bank	United States	bank
The First State Bank	United States	bank
The Fountain Trust Company - Bank	United States	bank
The Mission bank	United States	bank
The Peoples Bank(KS) - Bank	United States	bank
The Rawlins National Bank(Business) - Bank	United States	bank
The Stephenson National Bank & Trust - Bank	United States	bank
Town & Country Bank Midwest - Bank	United States	bank
Town & Country Bank and Trust Co. - Bank	United States	bank
Town & Country Bank and Trust Co. - Loan	United States	loans
Tri-Valley Bank	United States	bank
Triumph (Business)(TN) - Bank	United States	bank
Tulsa FCU - Bank	United States	bank
Two Rivers Bank & Trust - Bank	United States	bank
U.S. Bank - Investments	United States	investments
UBS One Source (Sprint) - Banking	United States	bank
UFB Direct Banking Center	United States	bank
UNITED REPUBLIC BANK	United States	bank
US Bank (SinglePoint) - Credit Card	United States	credit cards
Unicaja (Empresas) (Spain) - Investments	Spain	investments
United American Bank	United States	bank
United Community Bank	United States	bank
United Health CU - Bank	United States	bank
United National Bank	United States	bank
United One CU - Bank	United States	bank
United Prairie Bank	United States	bank
United Southern Bank(Business) - Bank	United States	bank
Unity Bank(Business) - Bank	United States	bank
VITAL FCU - Bank	United States	bank
VacationLand FCU - Bank	United States	bank
Valley Central Bank	United States	bank
Vernon Hills Bank & Trust - Bank	United States	bank
Vibe CU - Bank	United States	bank
Vinton County National Bank	United States	bank
Virginia National - Business Banking	United States	bank
Virginia National - Personal Banking	United States	bank
Vista Bank	United States	bank
Walcott Trust and Savings Bank	United States	bank
Walden Savings Bank	United States	bank
Walled Lake School Employees FCU - Bank	United States	bank
Washington Trust Company(Business) - Bank	United States	bank
WashingtonFirst Bank	United States	bank
Waukesha State Bank(Business) - Bank	United States	bank
Wayne Bank	United States	bank
We Florida Financial - Bank	United States	bank
West End Bank	United Kingdom	bank
West View Savings Bank	United States	bank
Western Bank(TX) - Bank	United States	bank
Westpac Business (Australia) - Banking	Australia	bank
Westpac Corporate (Australia) - Banking	Australia	bank
Winchester Co-Operative Bank	United States	bank
Winfield Community Bank	United States	bank
Wood & Huston Bank (Business) - Bank	United States	bank
Woodhaven National Bank(Business) - Bank	United States	bank
Wray State Bank	United States	bank
Yadkin Bank(Business) - Bank	United States	bank
evolve FCU - Bank	United States	bank
iAB Financial Bank	United States	bank
iQ CU (Business) - Bank	United States	bank

Yodlee Bank Feed Additions for November 2015

Wed, 04 Nov 2015 00:00:00 +0000

We’ve updated our support list for live bank feeds, and over 500 new institutions have been added across the US, United Kingdom, Australia and Spain. See all additions here.

Net Worth enhancements released

Thu, 29 Oct 2015 00:00:00 +0000

A number of improvements to how Net Worth accounts work have been released today. We’ve introduced a new “purchase date” field, and have resolved a number of other quirks with how these accounts are managed and appear in the app. For a complete overview of what has changed, please see this article on our knowledgebase.

Quick-look transactions popup released

Thu, 22 Oct 2015 00:00:00 +0000

Now when you click on something that contains transactions (e.g. Dashboard pie chart and budgets, Calendar, Cashflows etc), you'll be shown them straight away in a pop-up, along with a link to jump off into the full Transactions view for the displayed transactions. Much quicker to see what is going on!

Faster PocketSmith has arrived

Thu, 15 Oct 2015 00:00:00 +0000

The dust has settled on the release of the newer, speedier PocketSmith yesterday. We hope that you’re finding things quicker to use - all metrics here are showing a huge improvement.

Faster PocketSmith launches, Oct 14 at 1pm NZT, 12am UTC

Mon, 12 Oct 2015 00:00:00 +0000

We’re launching a faster version of PocketSmith on Wednesday, October 14 at 1pm NZT, 12am UTC / Tuesday October 13 at 5pm PT, 7pm CT. Though no downtime is required for this launch, anyone using PocketSmith at the upgrade time will need to re-login again.

Please feel free to give the faster version a spin at https://faster.pocketsmith.com in the meantime!

Now you can upload multiple OFX and QIF files at once!

Fri, 09 Oct 2015 00:00:00 +0000

New feature has been released, you can now upload multiple OFX or QIF files at the same time! This is great for getting set up, or updating all your non-live-feed accounts far faster than before. Find this under the "Add" menu in the Transactions page.

We're testing out a faster PocketSmith!

Mon, 05 Oct 2015 00:00:00 +0000

Recently some back-end changes to make PocketSmith faster have been completed. We’ve now passed the internal testing stage, and are ready for you to give things a test! Check it out at https://faster.pocketsmith.com - we hope that things feel snappier. Please report any issues that you notice to us at help@pocketsmith.com.

Account and Scenario toggle improvements in the Calendar

Fri, 02 Oct 2015 00:00:00 +0000

The Calendar now offers more flexibility for viewing your accounts and scenarios! A panel can be activated from the sidebar, which features toggles for individual accounts and scenarios. This is especially useful for grouped accounts, and also resolves all issues around referencing another account from Net Worth assets too.

Calendar sidebar scenario selection improvements

Tue, 22 Sep 2015 00:00:00 +0000

We’ve changed the Calendar sidebar to make scenarios easier to access from an account. This paves the way for making Net Worth accounts work better within the sidebar. Just click the vertical dots next to each account in the sidebar to select which scenarios you’d like displayed.

Multi-currency support now for graphs

Fri, 18 Sep 2015 00:00:00 +0000

The net worth graphs in PocketSmith have been updated to convert foreign currency amounts into your native base currency! This is featured on all combined balance graphs throughout the app.

Calling all developers the PocketSmith API is here!

Thu, 17 Sep 2015 00:00:00 +0000

Today were launching the much-anticipated PocketSmith API into beta, allowing developers to build awesome apps on top of PocketSmith. Register as a developer and take a squiz at the documentation over at the new developer centre.

Dates now remembered in Dashboard pie chart

Fri, 04 Sep 2015 00:00:00 +0000

Selected dates are now persisted in the Earning & Spending pie chart widget on the Dashboard. When you log in to PocketSmith now, the date range shown in the pie chart should span the same period that was previously set.

New "Leave overlapping transactions out" option

Mon, 31 Aug 2015 00:00:00 +0000

This is one for those people who upload their transaction files. When uploading a file, You can now choose to “Leave overlapping transactions out”, as well as the old “Replace existing transactions with overlaps” option. More info at http://psmth.to/IU

Balance graph Y-axis bounds now reflects data

Wed, 26 Aug 2015 00:00:00 +0000

The balance / Net Worth graph that appears throughout the application will now have its Y-axis automatically scale to the data being viewed. The upper bound will always display the maximum value of the data shown, and the lower will show the minimum.

Welcome to the new PocketSmith!

Wed, 19 Aug 2015 00:00:00 +0000

We’re delighted to release a major update to the application, which features a ton of usability updates and improvements.

Read about what’s new, and also take a look at the older versions of PocketSmith’s design.

New user interface will launch tomorrow, August 20, 2015

Wed, 19 Aug 2015 00:00:00 +0000

Tomorrow we’ll be launching the new user interface, alongside our new website! We’re currently aiming for around 11am NZST. While no downtime is required, you will need to log in again after the switch. More information tomorrow!

If you want another look before launch, head to https://new.pocketsmith.com.

Ordering of accounts in the Account Summary fixed

Tue, 18 Aug 2015 00:00:00 +0000

We’ve fixed the ordering of accounts in the Account Summary. Within their own account types, each account will now respect the order given to them on the Organize Accounts & Scenarios page.

Account update emails: budgets now take refunds into account

Wed, 12 Aug 2015 00:00:00 +0000

Previously, current budgets in the account update email didn’t include refunds in the budget calculations. This bug has now been fixed, bringing the update emails in line with the rest of the application.

Don’t have account update emails set up yet? Learn more about them here.

Labels now included in CSV export, bugfix for transfer budgets

Fri, 07 Aug 2015 00:00:00 +0000

Small change on the main app: labels are now included in the “Export All Transactions to CSV” option (Settings > User Preferences > Export data). Some bugfixes for deleting transfer budgets have also been released.

All development items are also completed for the beta of the new user interface! We’re now in the final stages of testing on this side, join us at https://new.pocketsmith.com.

Final stages of new user interface beta

Fri, 24 Jul 2015 00:00:00 +0000

The new user interface beta is nearing its end! Many improvements have been launched this week, log in at https://new.pocketsmith.com to check them out as we gear up for launch.

Improved Xero integration

Mon, 13 Jul 2015 00:00:00 +0000

We’ve updated our Xero integration so that your connection is no longer limited to 30 minutes. In fact, you will remain connected to your Xero organisation until such time as you disconnect from your Xero preferences.

Secondary account graphs in Account Summary now load

Thu, 09 Jul 2015 00:00:00 +0000

We’ve fixed Account Summary graph display for secondary accounts (those which belong to a group). The full grouped account graph data (with forecast) will appear on the “All institutions” and “Grouped accounts” tabs. Each account that is part of a group will display their own separate historical balances in their institution tab.

Multi-currency support for Platinum and Palladium added

Thu, 02 Jul 2015 00:00:00 +0000

Platinum (XPT) and Palladium (XPD) has been added to our multi-currency support list, which now sit alongside other precious metal rates for Gold (XAU) and Silver (XAG). Our provider has reported that more crypto-currencies will also be added soon, to join existing support for Bitcoin (BTC). Stay tuned!

New user interface now in beta: https://new.pocketsmith.com

Thu, 25 Jun 2015 00:00:00 +0000

The new PocketSmith user interface is now in beta! https://new.pocketsmith.com talks to your live PocketSmith data, meaning it can be used alongside the current version of the app.

As this is a beta, we do expect problems to crop up. Known issues are listed at http://psmth.to/mS. Please let us know if you strike any oddities, and we’ll update the checklists on this Trello board as things progress.

This is phase one of the intended user interface changes. As priorities are confirmed based on feedback, we’ll be expanding the above Trello board with Upcoming Enhancements for phase two. We’ll be sharing our plans for the full rollout soon, but for the moment, please take things for a spin at https://new.pocketsmith.com!

New user interface beta available from next week

Fri, 19 Jun 2015 00:00:00 +0000

Progress is coming along great on the new user interface, thanks for your feedback everyone! Next week, you’ll be able to start using the new UI with your live data, alongside the normal current interface. We’ve taken down the alpha server in preparation for this. More information soon, hope you have a great weekend!

Back-end application upgrades performed

Wed, 10 Jun 2015 00:00:00 +0000

Back-end upgrades were performed today, which simplifies some internal data structures. No difference should be noticed for your accounts. If you notice anything out of the ordinary, please get in touch.

Using browser "Back" button no longer buggy

Mon, 08 Jun 2015 00:00:00 +0000

If you’ve ever hit back in PocketSmith and been greeted with a wall of javascript code, you’ll be happy to know that this is now a thing of the past! This bug related to some caching quirks, and has now been resolved.

Scheduled upgrades on Tue June 9, 4pm EDT / 8pm UTC, two hours downtime expected

Sun, 07 Jun 2015 00:00:00 +0000

Two hours downtime for scheduled maintenance and upgrades will occur at on Wednesday June 10 at 9 AM NZST / Tuesday June 9 at 5 PM EDT / 9 PM UTC. Back-end database upgrades are being performed to set up for the upcoming user interface release, and requires that application servers are taken offline. We expect the upgrades to take an estimated 2 hours.

Check Twitter for updates during the downtime at http://twitter.com/pocketsmith. Thanks for your patience!

Update: unfortunately things are taking longer than expected. Downtime has been extended by an hour, meaning we’ll be back at 8pm EDT / 12pm NZST. Apologies for the delay!

Progress on new UI, take it for a spin this weekend!

Fri, 05 Jun 2015 00:00:00 +0000

Lots of progress this week on the new user interface, many fixes and improvements! We’ve also updated the test database to be up-to-date with the main application as at 12am UTC / 12pm NZST today too, so you’ll have your latest data to use in the new UI over the weekend.

Access the test server at https://2015-ui.pocketsmith.com, and view the known issues at http://psmth.to/3I. Remember that live feeds won’t work, and changes made in the test environment will not reflect back onto the main application.

Change round up, week of 1st June 2015

Thu, 04 Jun 2015 00:00:00 +0000

Mint import is now a bit more forgiving if a file has been opened in Excel. Categories with both income and expense portions will show their transactions and data correctly in the Budgets page; previously only one would correctly show. We’ve also made credit card processing error messages much more descriptive too, with the full error response message from the provider now being shown.

Main website unexpected downtime, 30th May

Sat, 30 May 2015 00:00:00 +0000

Our main website experienced some unexpected downtime on the 30th of May. This was due to a power failure at the datacenter of our website hosting provider. Once power was brought back to the facility, there were some extended server failures which led to the longer than expected delay in getting site back up.

The main application was not impacted by this, and could be used normally throughout the incident.

Test drive the new user interface right now!

Mon, 25 May 2015 00:00:00 +0000

We’ve been making great progress building the new PocketSmith user interface, and we’d love for you to take a look! Head to https://2015-ui.pocketsmith.com to get started. Live data is in use, and is current as at the 5th of June. Changes made here will not reflect in the main application.

Please be aware that this is still work in progress, and caveats and known issues are listed here. This being said, we’d love to hear what you think - please use the “Feedback” item in the menu to let us know!

Bank feeds bug fix and update on new user interface

Fri, 22 May 2015 00:00:00 +0000

A bug in the live bank feed service has been fixed. If you’ve experienced reliability issues with performing feed actions in the past 10 days, these will now be resolved. Note that this wont have an effect on error codes for feed connections - please get in touch if youre getting an numbered error code.

News on the big upcoming user interface overhaul: well be releasing a select number of features with the new UI early next week for pre-release testing. Stay tuned for more details!

Account Summary, grouped account and Net Worth bugs fixed

Sun, 17 May 2015 00:00:00 +0000

Forecast data is now correctly extended via the Account Summary, if viewing data far into the future. Grouped account balances now show correctly in the calendar, and we’ve fixed an issue with the Net Worth page’s “updated at” date to correctly respect the timezone your account is in. We’ve also tweaked the behaviour of the “uncategorized” links, which will now open in the same window instead of a new tab, which improves this workflow.

New option to combine payee and memo for file uploads

Sun, 10 May 2015 00:00:00 +0000

When an OFX or QIF file is uploaded, you can now choose to combine each transaction’s “payee” with the “memo” field, to produce a unified merchant description. This is useful if a bank mixes up these fields. The new option is shown at the end of the file upload process.

Category being it's own parent and budget form validation fixed

Thu, 07 May 2015 00:00:00 +0000

Previously, a category could be set to be it’s own parent if it was edited through the bulk category form; this problem has been resolved. Also, bug fixes for validation of the advanced “repeat every” section of the budget form have also been released.

Rule creation checkbox when categorizing is now remembered

Wed, 06 May 2015 00:00:00 +0000

Now when you categorise transactions, your setting for the “Apply to… as a rule” checkbox is now remembered. This makes repeated rule creation quicker. Also, the “uncategorized” row is now hidden from the Income and Expense statement if there are no uncategorized transactions.

Cashflows "Uncategorized" row can be hidden, annual budgets bugfix

Thu, 30 Apr 2015 00:00:00 +0000

The “Uncategorized” row can now be hidden from the Cashflows page, as if it were a normal category on that page. Also, a bug fix was released for annual repeating budgets, which were previously slipping back a day when repeating over a leap year.

Net worth accounts - actual balances in the graph and calendar

Fri, 24 Apr 2015 00:00:00 +0000

Quirks in actual balance display for net worth accounts have been fixed. The balance line graph was previously incorrect when the net worth account started after the graph. Also, historical actual net worth balances were stuck at zero when the calendar was in “Show actuals in history” mode.

Improvements to fuzzy live feed search

Tue, 21 Apr 2015 00:00:00 +0000

We’ve updated the new fuzzy live feed search to be a bit smarter. Results with an exact match will now appear at the top of the list, with fuzzy results afterwards. This makes it quicker to find your institution. Big work continues in other areas, more updates soon!

Categorisation behaviour improved on Bank Statements

Mon, 13 Apr 2015 00:00:00 +0000

Now when you categorise transactions from Bank Statements, your current search will be reloaded afterwards. So if you’re working through “uncategorised” transactions for example, the newly categorised transactions will disappear once processed, streamlining the process.

Revamped Google authentication and email confirmation changes

Thu, 09 Apr 2015 00:00:00 +0000

We’ve updated our Google login to a new authentication standard. Don’t worry, you’ll log in just like beforeall changes are in the background to help set us up for the future. We’ll also now send you a confirmation email if you change your email address, so you’ll know you’ve entered it correctly and we can still get in touch.

Uncategorised in cashflows, feed search and export updates

Wed, 08 Apr 2015 00:00:00 +0000

Cashflows now features an “Uncategorized” row in each section, summing all transactions without a category. Searching for bank feeds is now fuzzy, meaning exact search terms aren’t needed to find an institution. We’ve also fixed the XLSX transaction export for Numbers for Mac, as previously some columns would not appear at all.

Bulk Actions control change and Category update fixes

Tue, 07 Apr 2015 00:00:00 +0000

The Bulk Actions window now uses the same controls as everywhere else now, meaning you can now un-categorise transactions in bulk from here too. Also, updating a category now triggers required account reloading, resolving some oddities that could occur after editing a budget’s category.

Online shopping sites are now available as live feeds

Wed, 01 Apr 2015 00:00:00 +0000

Online shopping sites are now available as live feeds. These include previously discontinued sites: Gap.com, Banana Republic, Walmart and Amazon (UK).

Incorrect future transactions no longer breaks current transactions

Tue, 31 Mar 2015 00:00:00 +0000

Yodlee occasionally displays incorrect transaction dates, sometimes with future dates. This can cause recent transactions to not be found by PocketSmith. We’ve now fixed this, and incorrect future transaction dates will no longer affect finding recent bank feed transactions.

Live Bank Feed Service problems causing unexpected behaviour

Mon, 30 Mar 2015 00:00:00 +0000

15:18 NZST - Errors are occurring on connection attempts between our live bank feed application and Yodlee. This is causing the live bank feed service in PocketSmith to work intermittently, with unexpected behaviour when attempting to add new credentials or perform a live feed update.

20:39 NZST - Yodlee have performed fixes on their end, and errors are no longer occurring. Everything appears to be normal, but we’ll continue monitoring.

Calendar upgrade and tweaks to balances

Tue, 24 Mar 2015 00:00:00 +0000

We’ve upgraded the Calendar in preparation for the new UI. Most of the changes are under the hood, but you’ll notice a difference in the way balances are depicted.

Editing from Budgets page now reloads forecast correctly

Mon, 16 Mar 2015 00:00:00 +0000

Account forecast data will now be reloaded correctly when a category has a budget added, edited or removed from the Budgets page.

Bank Statments pie chart respects search dates by default

Fri, 13 Mar 2015 00:00:00 +0000

The pie graph on Bank Statements now respects the search dates entered into the main search form by default. So, a date entered into the search form will be immediately reflected in the graph.

Historical forecast and budget information calculation update

Wed, 11 Mar 2015 00:00:00 +0000

Historical forecast and budget information is now being calculated when navigating backwards through the calendar, in “Show actuals in history” mode. Previously, calculations weren’t triggered properly when in this mode, meaning required data wasn’t available if “Show actuals” was turned off.

Advisor Access now lets you invite an advisor to manage your account

Wed, 04 Mar 2015 00:00:00 +0000

PocketSmith’s Advisor Access feature allows you to invite an advisor, friend or family member to access and manage your account without requiring your password.

Learn more and see an example on our knowledge base: http://psmth.to/5Z

More robust transaction splitting

Sun, 01 Mar 2015 00:00:00 +0000

Splitting transactions now ensures that the sum of the split transaction amounts equals the original transaction amount. Prior to this change it was possible to inadvertently enter amounts that did not sum to the original transaction amount.

Tools drop-down to find duplicates and suspected transfers

Thu, 26 Feb 2015 00:00:00 +0000

Bank Statements now has a Tools dropdown within the toolbar, where you’ll find two new options - Find duplicates and Find transfers, alongside the existing Bulk actions item. This allows you to quickly find any suspected transfers between accounts, and ferret out duplicate transactions much quicker.

Bank Statements view now displays pie charts first

Thu, 26 Feb 2015 00:00:00 +0000

The Bank Statements view now displays pie charts first, so you can quickly see if you’re earning more than you’re spending. This can be changed to the traditional line chart by clicking on the ‘Graph’ menu option. PocketSmith will remember your preference for next time.

New pie chart in Bank Statements page

Tue, 24 Feb 2015 00:00:00 +0000

We have just released pie charts for the Bank Statements page. The pie chart shows a breakdown of your transactions into income and expenses initially, and then you can drill down to show transaction totals by parent categories and sub-categories. The new option is available under the “Graph” menu within the toolbar of Bank Statements.

You can find out more about the new pie graphs at http://psmth.to/cs.

Scheduled maintenance 23rd / 24th February 2015, up to 2 hours downtime

Mon, 23 Feb 2015 00:00:00 +0000

We’re performing some regular maintenance to PocketSmith’s servers, which will mean we will be offline while this occurs. This will mean that all services will be unavailable for up to 2 hours on the 24th of February, 2015 (or, 23rd of February in the US).

PocketSmith will be offline for up to two hours from the following times:

NZDT - 1pm, 24th Feb (New Zealand)
EST - 11am, 24th Feb (Sydney, AU)
GMT - 12am, 24th Feb (London, UK)
PST - 4pm, 23rd Feb (West Coast US)
EST - 7pm, 23rd Feb (East Coast US)

We’re allowing two hours in total to perform the required maintenance.

Thanks for your patience while we perform these upgrades, please get in touch if you have any questions!

New zoomable graph

Fri, 13 Feb 2015 00:00:00 +0000

We have recently updated the graphs on the Bank Statements and Calendar pages, so that you can now easily zoom in on different date periods.

Just drag the handles of the highlighted section of the bottom graph or click and drag the highlighted section. You can also change the date period of the bottom graph by clicking on the dates at the top right of the graph area.

Note: On the Calendar page, changing the dates to outside the current forecast won’t extend the forecast graph line at the moment. You will still need follow the instructions in the knowledge base article at http://psmth.to/Ej

We are still working on more improvements for the graph. We will be releasing pie graphs shortly for the Bank Statements page.

We present to you: multiple currency support. Seasons Greetings!

Mon, 22 Dec 2014 00:00:00 +0000

With the end of the year rapidly approaching and Christmas in just three days, we’d like take a moment to announce the beta release of multi-currency support in PocketSmith. Following years of planning and months of development, we’ve very excited to get this into your hands!

Having accounts in multiple different currencies is tricky to do properly. We’ve been discussing this important step forward internally and with customers for a very long time now, planning the feature set carefully. This is a beta release, which means we’re continuing to refine and enhance how having accounts in different currencies works.

Alongside the beta multi currency feature list, we’ve also put together the caveats for the current release. This article will change as we identify other gaps, and complete items on this list towards the final release of multi currency support.

Multi currency release feature summary

Up-to-date balance conversions was the area that we tackled first. This means if you hold accounts in different currencies, you’re now able to see these balances converted to your home currency. This gives you a consolidated view of Net Worth across all currencies.

Full currency and conversion information wherever balances are displayed, or display the converted amount by default
Conversion of foreign currency account balances into your base currency for Net Worth and total balances
Converted category totals for spending in foreign accounts
Extensive currency support list, with 166 currencies supported including non-fiat currencies like gold (XAU), silver (XAG), and Bitcoin (BTC).

Net Worth conversion information. Conversion rates are updated every hour.

Conversion information in the Bank Statements sidebar. All foreign currency balances will display this.

What isn’t supported in the beta

Graphing and forecast conversions are the primary features that don’t feature complete multi-currency support at this stage, and a complete list of caveats for the release is here.

Integrating multiple currency support into budgets and forecasting is top of the priority list, as this will show real value when trying to plan and budget in an overseas currency. There will be enhancements to how budgeted transfers between foreign accounts operate, as well as conversion integration for future balances.

We’re also really excited about the plans we have for analysis of historical currency trends through the balance graphs within the application, and also for historical transaction information as well.

Releasing prior to completion means that we’re able to release sooner and gather feedback on what is missing. Please get in touch with us with your feedback if you notice any gaps.

We wish you all a safe and happy holidays!

2014 has been great for PocketSmith, and we’d like to take a moment to thank you all for your support. We’ve helped more people this year than ever before, and released some brilliant upgrades to the software - thanks to both our wonderful customers, and our brilliant team.

We wish you and your family a happy and safe holidays. Best of luck for all your financial goals in 2015, and may PocketSmith help you achieve them!

Recent changes and live feed site support updates

Wed, 26 Nov 2014 00:00:00 +0000

A quick product update as November comes to a close. We’ve got a number of bits of news about multi-currency, faster uncategorised transaction access, live feed site updates and more, wrapped up in a few paragraphs.

Our multi-currency implementation has progressed significantly since our last update. This is now up to an internal testing phase while we iron out the last few kinks, which primarily revolve around fallbacks for conversions.

There is now an all uncategorised button on the Dashboard, which lets you quickly jump to the Bank Statements page and start categorising those transactions that still need to be sorted.

A number of bugs with the Income and Expense have been fixed over the past weeks, and we’ve introduced the ability to directly link a liability to an asset in Net Worth. We’re confident in these features and no new issues have been reported recently, so we’ve removed the (Beta) tag from these features. This doesn’t mean we’ve finished with them though!

The bank feed service has been updated to cope with the data provider changing transaction descriptions. In the vast majority of cases, when transaction details change at the bank Yodlee replaces the whole transaction instead of making individual updates. However sometimes (notably for Westpac Australia) this is not the case, and just the description would change. From now, if you’ve not updated the transaction description but Yodlee has, you should see that change appear in PocketSmith.

We’ve also just updated our bank feed site support list, which makes 809 new sites available, with a further 1281 updated and 78 removed. You’re able to view the full list of changes at http://psmth.to/ys1114. Note that this page is large, and may take a while to load - but once it has been loaded you’ll be able to search through all changed sites.

There will certainly be another update before the end of the year - advanced multi-currency support is very near on the horizon!

What we're working on now, and other recent releases

Fri, 10 Oct 2014 00:00:00 +0000

It’s been 6 weeks since we launched the new Bank Statements page and search. The feature has been received extremely well, and it has also saved us significant amounts of time when finding transactions in using PocketSmith ourselves.

Since this launch, we’ve been pushing out improvements across the application, both minor and significant. We’ll run through these below - but first, let’s talk new things!

What we’re working on right now

With the new Bank Statements page released and fixed over the past weeks, we’ve been able to make significant progress on two long standing roadmap items.

Firstly, the way that graphing is approached has been re-written. The graph has been repositioned to make the app more usable, and significant behind the scenes changes have taken place, setting things up for more graph and chart options to be released, including the long awaited roll-up budget analysis. The first round of these changes will be released early next week.

Secondly, our full multi-currency implementation has been gathering steam. The first release will focus on displaying converted account balances, so PocketSmith can display unified net worth across all accounts, optionally converted to a base currency. We expect that beta users will be able to start using this by the end of October.

New Income and Expense Statement

We introduced a new Income and Expense report into beta a few weeks ago, which allows you to display Actual versus Budgeted amounts for a specified date range, for either all accounts or any individual one of them.

There is much room for improvement for this new report still, however we hope that this early release is still useful to you!

Net Worth Improvements, nearing end of beta

Net Worth has received a number of upgrades over the past few weeks, based on user feedback and using the feature ourselves. Aside from bugfixes, we’ve released the ability to be able to link liabilities directly to an asset, plus improvements in balance information and account link display.

Early next week we’ll also be releasing further improvements to balance information. This will make asset account balances clearer, and also sets up for more balance information for multi-currency accounts.

Send to Xero feature in beta

If your company uses Xero to manage it’s books, you’re now able to send your business receipts and expense claims to Xero from PocketSmith. Once you’ve established your connection with your business on Xero, you’ll be shown a link in the transaction edit form to “Send Receipt to Xero”. Clicking this lets you enter the receipt details, and then you send it straight to Xero. More details can be found in the knowledgebase article.

While this feature is in beta, connections to Xero will only last 30 minutes. PocketSmith has been approved as a partner application by Xero, which means that indefinite connections will be able to be established soon. So while in beta, connections will have to be re-established each time you log into PocketSmith.

Application tours are now available

We recently released a new tour system, with a specific tour for each page which takes you through the various parts of the feature. You’re able to start a tour by selecting the “Start tour” item underneath the “Help” main menu.

Though this is designed for new users, do take a quick look at the tour for each page - you may be introduced to something you hadn’t noticed before!

Thanks!

Thanks to everyone for your ongoing support - as always, please get in touch with us if you have any questions or comments.

Downtime for Bank Statements Upgrades. 12pm NZST, 28th Aug / 5pm PDT, 27th Aug

Tue, 26 Aug 2014 00:00:00 +0000

We’re happy to announce that after a long period of development and testing, the new Bank Statements search engine is ready to be released! It’s a huge upgrade to our transaction search and management engine, and we can’t wait to you all to be able to finally use it.

Upgrades will commence at 12pm NZST, 28th August / 5pm PDT, 27th August.
The application will be down for a total of 3 hours, to allow time for the relevant changes and upgrades.

In the meantime, you can take a sneak peak at the new search engine at https://alpha.pocketsmith.com. A slightly out-of-date introduction is on our Knowledge Base, however this contains all key information needed. Full documentation will be available on release.

Keep an eye on our Twitter feed for up-to-date information as the downtime happens, and please drop us a line with any questions!

Net worth in beta, updated menu, new toolbar and labelling

Tue, 19 Aug 2014 00:00:00 +0000

We have a few new things to announce in this post. We have released our new Net Worth feature and an Income & Expense report, to our users who have opted into the beta program. This will be released to all users shortly. We have also re-organised the menus and added a new toolbar for most pages. These design improvements are needed for the future features we have planned, and they also make an easier and consistent user experience. The last new update is the ability to label transactions. Labels allow the tagging of transactions across different categories.

We are still working on other updates and have many more features planned in our Roadmap.

Net Worth released for beta users
Income & Expense Report for beta users
New menu layout
New toolbar
Labels for transactions
New knowledge base articles
We are still looking for an amazing Ruby on Rails developer
Still so many more things we want improve and add

Net Worth released for beta users

We have just released our new Net Worth feature for our beta users. Net Worth allows you to track your overall financial value, including any assets or liabilities outside of your bank accounts. This means you can add assets like your house or vehicles, as well as loans linked to these assets or any other liabilities you have.

We have an overview of Net Worth in our knowledge base at psmth.to/8J.

Income & Expense Statement for beta users

Beta users have another new feature they can try out. This is the Income & Expense report. It is similar to a Profit & Loss statement used for business accounting and is a simple list of your income and expenses by category, over a chosen time period.

If you want to try out the new features in beta, we have a knowledge base article at psmth.to/9q that explains how you can enable beta features. You can also go directly to psmth.to/beta to enable this setting for your account.

You may have noticed a recent change to the menu. The update simplifies the menu, and allow us space to add new features. When you first login after this was implemented, you will be given a tour of the new menu. The tour will show you how you can find the pages that you are familiar with.

We have consolidated the main actions of each page into a toolbar above each page. This makes it easier to know where to find things. It also makes the experience more consistent as you move between the different pages.

Below is an example of how the Calendar has changed with the new toolbar.

All the controls and actions from above, have been condensed into the toolbar below. The 3 different viewing modes of ‘History’, ‘Account’ and ‘Forecast’ have been changed to the single “Show actuals in history” checkbox.

Labels for transactions

You can now add labels to transactions. Labels are a flexible way of tagging extra information to a transaction. You can add multiple label tags to a transaction and they can span across categories.

These will become more useful once we roll out the new ‘Bank Statements’ page with its improved search, for creating reports. Despite the limited use at the moment, we decided to let labelling start so that reporting released later is immediately useful.

New knowledge base articles

We keep adding to new articles to the knowledge base, so that it is easier for you to find the help you need.

We are still looking for an amazing Ruby on Rails developer

We are still searching for a great developer to join our awesome team. Do you want to help us make PocketSmith better with your spectacular Ruby on Rails skills? If so, check out our careers page at pocketsmith.com/careers for more details.

Still so many more things we want improve and add

There are still so many things we want to improve and many more excellent features planned for addition. PocketSmith will continue progressing towards becoming the ultimate tool for managing your personal finances. Please make your voice heard over at our Feedback Forum - we’re finally getting through the backlog, so know that your votes aren’t going to waste!

Two factor authentication, show original merchant name and other updates

Fri, 18 Jul 2014 00:00:00 +0000

We’ve just stepped up login security for PocketSmith with a couple of key features! Firstly, two factor authentication has been introduced as an option for all PocketSmith accounts. Secondly, you’re now able to view your login history into your account, so you can always spot any unexpected activity. There are also a range of other improvements released too, which we’ll discuss below.

Overall, we are still chugging along and working hard on making PocketSmith better. The ‘Bank Statements’ page is not too far away, and ‘Net Worth’ is also now in it’s internal testing phase. We’re also re-focussing our attention on the Immediate Term list on the roadmap in conjunction to these large features, and noted quirks and bugs will be getting resolved quicker.

Details on all the recent updated can be found below, and as always you see what we have planned for the future on our Roadmap.

Increased security with two factor authentication
Added security checking with login history
Showing the original merchant name
Extra instructions link for some Live Bank Feeds
New knowledge base articles
We are looking for an amazing Ruby on Rails developer
Still many more things in the treasure chest

Increased security with two factor authentication

We have just released a new feature to help secure your account. You can now enable two factor authentication (2FA) for your account. Two factor authentication works on the principle of logging in with 2 independent codes, something you know (your password) and something you have (your phone). So you need both to be able to log into your account, preventing someone from accessing your account if they only have your password.

You can find more details about 2FA and instructions on setting it up in the knowledgebase.

Along with the release of two factor authentication, we have also released a page showing your login history. These 2 new features are included in the new security menu, along with changing your password.

The login history allows you to see when, the IP address, the country, the browser and the operating system of all the logins to your PocketSmith account. This information allows you to check for any suspicious logins from your account, as there may be logins from countries you haven’t been to.

Showing the original merchant name

We have added a small section to the transaction and merchants slide-outs. If you have renamed the merchant or the transaction has a memo that has been added from a Live Bank Feed or file import, this will now be displayed. When you export your transactions, there will now be columns for the original merchant name and the memo.

Extra instructions link for some Live Bank Feeds

In order to get Live Bank Feeds working with some banks, there are some extra steps that are needed. When setting up Live Bank Feeds that need extra steps, there is now a link that takes you to knowledge base article with the extra instructions.

New knowledge base articles

We have created some new knowledge base articles to help you make the most of PocketSmith.

We are looking for an amazing Ruby on Rails developer

We are currently on the look out for a great developer to join our team. Do you want to help us improve PocketSmith with your amazing Ruby on Rails skills? If so, check out our careers page at pocketsmith.com/careers for more information.

Still many more things in the treasure chest

There are still so many things that we plan to release. We are really excited about what we have planned for our treasure chest, to help you manage your personal finances.

Live bank feed site support updates, July 2014

Tue, 01 Jul 2014 00:00:00 +0000

The store of supported live feed sites has been updated, and all new and updated sites are available now in PocketSmith. Over 2,300 new sites have been added to the database, and a further 1,400 were updated. A total of 159 sites were deactivated in this update.

You’re able to view the full list of the above changes at http://psmth.to/ys0714. Note that this page is large, and may take a while to load - but once it has been loaded you’ll be able to search through all changed sites.

Please let us know if you have any questions about the sites that have been changed, we’ll be happy to help.

Breakdown of Application and Live Feed Downtime on 27th June 2014

Mon, 30 Jun 2014 00:00:00 +0000

On Friday the 27th of June, we experienced about 90 minutes of unexpected downtime to fix an error in the way that transaction identifiers from our live feed data provider were being stored. After the fixes were applied, the live feed service was down for an additional 12 hours while transaction ID integrity was verified, and repaired where necessary.

An initial report of transactions missing for recent days arrived on the afternoon of the 26th of June, NZST. This was followed by more reports the next day, and we started investigating the underlying cause for transactions not appearing.

We found that our bank feed data provider, Yodlee had recently hit the upper limit of a 32-bit integer, 2147483647, for their internal ID’s. If a transaction ID from Yodlee featured a number larger than this, the number would be “truncated” before being stored in the standard “integer” column that PocketSmith used. This truncation meant that every ID that should be above 2147483647 would be set to 2147483647.

This is a fairly big deal in PocketSmith. The unique transaction ID from Yodlee is how we track what transactions have been retrieved already, allowing us to remove old pending transactions and avoid duplicates. Dates, amounts and payee names change too much to be relied upon; this unique transaction ID is key. Transactions started to be missing, because PocketSmith thought that they’d already been retrieved - they had an ID of 2147483647, after all.

The initial fix went off without a hitch over the space of 90 minutes on Friday afternoon. However we soon realised that there were a large number of transactions within PocketSmith that featured the fateful number as their ID. If an affected user synced with the live bank feed service with these transaction IDs in place, they would likely lose categorisation for all affected transactions.

Following the initial core fixes, it was decided at 2.30pm Friday that we’d bring the main PocketSmith application back online, but leave the live bank feeds offline. We didn’t want anyone to lose the categorisation on their transactions, and work started on figuring out how to get the more-than-2147483647 ID’s in place.

The fixes took an additional 12 hours, due to the delicate nature of the exercise. Correct transaction IDs were restored without affecting categorisation or any other data, and live feeds were switched back on at 2.40am Saturday.

This issue will not occur again due to the updates to how we store transaction identifiers. Live feed downtime would have also been greatly reduced had some planned features been released (including http://psmth.to/S8), so we’re looking at shuffling some roadmap items as a result. We’ve also scheduled a review of both how we manage duplicates Yodlee ID’s, to see if we can put further checks in place.

Application downtime is something we avoid if possible; unfortunately the deep changes required on Friday made it inevitable in this case. We’re sorry for the inconvenience caused by the initial downtime, and also for live feeds being out-of-action for so long.

Thanks for your patience and support while we got all the above sorted out. Please let us know if you have any questions, or notice anything out of the ordinary from here and we’ll be happy to assist.

Update required to the Live Feed system

Fri, 27 Jun 2014 00:00:00 +0000

Update at 2.40am NZST: Live feeds are now back up and running. We’ll be posting up a full breakdown of the incident soon. Thanks for your patience during the live feed downtime!

Update at 2.45pm NZST: We’ve performed the necessary updates and PocketSmith is back online. Live Feeds won’t be active yet as we’re now verifying Live Feed transactions before they’re synced with your accounts. We’ll provide an update when this is complete.

Today, we discovered that the transaction IDs we’ve been receiving from our Live Feed provider, Yodlee, have now exceeded the signed integer limit of 2,147,483,647.

As a result, transactions with IDs subsequent to this were not imported into the PocketSmith database from the Live Feed system, causing transactions to temporarily stop being updated in our users’ accounts.

Thankfully, the effect of this is nowhere near as dramatic as the ‘Twitpocalypse’ of 2009, when Twitter’s tweet IDs headed for the magic figure of 2,147,483,647: All hell may break loose on twitter in 2 hours.

All it means is that we need to make a number of adjustments here to accommodate the new, bigger numbers. In the meantime however, your transactions are safe, and will be updated as per usual when our changes are complete.

We’re now in the process of implementing and testing the updates internally, and we will require 60 minutes of downtime in order to roll the change through. We’re sorry about the inconvenience, and look forward to getting us back up to speed very soon!

Thanks for holding on!

p/s Did you know that because of this, 2,147,483,647 is also the maximum score, and most amount of money you can earn in many video games?

Annual subscriptions, feelings, Bank Statements alpha and other updates

Mon, 26 May 2014 00:00:00 +0000

In the last couple of weeks we have been working hard on improving PocketSmith. We are getting closer to releasing the updated ‘Bank Statements’ page and we have had some users help us in testing it. We have received some good feedback during testing which has really helped us. Do you want to give it a try as well? Find out how below.

We aren’t just working on the new ‘Bank Statements’ page, we have also released the updates below over the past couple of weeks.

We now have annual plans
Now you can let us know how you feel
The primary scenario and account name for a grouped account, are now independent of the name of the group
Very soon: choose the forecast scenario balance as the main balance
Try the new bank statements page
Still many more things to come

We now have annual plans

If you want to pay your PocketSmith subscription annually, instead of monthly or quarterly, you now can. Paying annually will give you a substantial discount over paying month-to-month, you save 24% on the Premium plan and 29% on the Super plan. Find out more about our subscription plans at psmth.to/plans.

Now you can let us know how you feel

Many of you may have already noticed this addition over the last couple of days. We have definitely noticed - thanks to all the great feedback we have received. All this feedback has been from the newly implemented satisfaction widget.

This widget allows you to tell us how you feel about PocketSmith and if you want, you can leave us a comment. It will pop up every now and again when you are using the application, but won’t be too intrusive. You can also find it any time from the profile menu; just click “How Are You Feeling?” to send us your rating.

The primary scenario and account name for a grouped account, are now independent of the name of the group

We have improved how naming works for grouped accounts. The name for the group of accounts can now be set independently of the name of the primary account and scenario, if you so choose. Just access the “Account Preferences” panel for your grouped account, and you’ll be able to adjust the primary account and scenario separately by following the instructions there.

We have also enhanced how account ungrouping works. Previously when accounts were ungrouped, scenarios were left within the original grouped account, even if the scenario was named exactly the same as the newly ungrouped account. Now when you ungroup accounts, any scenarios with the same name as the account you’re ungrouping will be moved along with the account.

Very soon: choose the forecast scenario balance as the main balance

Many of our customers use PocketSmith solely for it’s forecasting features, with the calendar. Changes made at the end of last year around account balances, can make using only the forecast abilities a little bit harder than it needs to be. With the above release, this will become a thing of the past.

Soon, there will be an option available if you have a scenario only account, and you want the account balance to reflect the current balance on your forecast calendar. This option will also be available for bank file and Live Feed accounts.

We’re in the final testing stages of this feature internally, and we expect that it to released in the next few days.

Try out the new Bank Statements page

If you want to try the new Bank Statements page and updated search features, you can try it on our alpha version at psmth.to/alpha and sign in with your current account details. The data within the alpha version of PocketSmith is a snapshot taken from the main database, and is separate from the production version. Any changes you make will not be carried over to the main PocketSmith application.

You can find out more about the new search with the knowledge base article at psmth.to/30. Please let us know here if you have any feedback about the new bank statements search.

Still many more things to come

The updated ‘Bank Statements’ page will be here shortly, plus we still have many more things planned and on our roadmap.

Various minor improvements, and enhanced Bank Statements coming soon

Fri, 09 May 2014 00:00:00 +0000

It has been a little while since our last product update post and we have a shiny new home for the update blog. We have been very busy over the last few months, with new team members, a new office and new features for PocketSmith.

Some of the new features we have been working on aren’t quite ready yet, but you can view their progress on our roadmap. We have released the following updates to PocketSmith, with many more to come.

Split transactions notes are now copied from the original transaction note
Import from a certain date option for Live Bank Feeds
No results found notification for other countries Live Bank Feed search, when no feeds are found
Remove ‘Forecast start’ events from the dashboard
Remember de-selected scenarios for the calendar, when changing between bank account tabs
Add thousands separator to summary row of ‘Cashflows’ page
Fix the standard file uploader in Internet Explorer
Re-add reverse amounts option when uploading a file
Added back alerts preferences
Transaction notes added to CSV export
Beta status note for Live Bank Feeds search
And much more to come!

Split transactions notes are now copied from the original transaction note

When splitting a transaction, if the original transaction has a note, it will now be copied to all the split transactions. Once the transaction has been split, you will still be able to edit the note for each new transaction independently from the original transaction.

This is useful for people who’re using note fields for extended transaction information - having these notes go along with split transactions makes things easier to manage.

Import from a certain date option for Live Bank Feeds

You can now choose to only import transactions for your Live Bank Feeds from a certain date for existing accounts. Previously, this option has only been available when you first connect feed accounts. Now you’re able to edit this date by heading to the relevant account’s “Preferences” section, from the Account Summary page.

Live bank feed search notification improvements

The live bank feed search process has been improved, especially when there are no results for the specific search term that has been entered.

Up until now, clicking the “show results from other countries” link could result in no apparent changes showing up on the page. Now, you will receive a notification that no feeds were found. In addition, the “Add Feeds” button used to appear even if there were no search results - this has now been fixed.

‘Forecast start’ events removed from the dashboard

You will no longer see ‘Forecast start’ events on the Your Next 7 Days section of the dashboard. These events are created automatically, to match your actual account balance from your Live Bank Feed with your forecast balance.

Because they don’t pertain directly to any budgets, they don’t make sense to exist on the Dashboard - so they’ve been removed.

De-selected scenarios on the calendar are now remembered

If you de-select a scenario for a bank account on the ‘Calendar’ page, this scenario will not be included in the display balances on the All accounts tab. The selection will also be remembered when switching between the different account tabs.

This means that if you have multiple scenarios assigned to a single account but only a few of them are relevant to your daily budgeting, you can switch off those that aren’t - and they’ll now remain switched off.

Better number formatting in the ‘Cashflows’ page

We’ve enhanced the way that we deal with numbers in the Cashflows page. Up until now, all numbers appeared without any currency symbol, and with no separators for numbers in the 000’s. In addition, parentheses are used for negative numbers now, instead of the minus sign.

This is now consistent with how negative numbers are treated in the rest of the application, and makes large numbers easier to read overall.

File uploading in Internet Explorer works again

The standard import file uploader in Internet Explorer was not previously not working. This is now fixed, meaning people using Internet Explorer version 9+ will be able to fully use PocketSmith again.

Reverse amounts option when uploading a bank file

Previously an option existed that could be set on a per-account basis, which allowed you to specify that all transactions that were manually uploaded to an account had their transaction amounts reversed. This was removed with the major release back in November 2013.

This has now made a re-appearance, and instead now appears directly within the file upload form. This is for the cases that your bank provides a bank file with the credit and debit amounts are the wrong way around - read more about this here.

Added balance forecast alert preferences back

With the release in November 2013, the forecast balance alert preferences panel was removed. This allowed you to set a minimum balance you’d like to see for a scenario / account, and you’ll be alerted on the Dashboard if that balance is dipped below.

Now, there is once again an Alert settings panel within the Account preferences section, meaning you can once again add an alert for the minimum balance of an account. Read more about how this works here.

Transaction notes added to CSV export

We have added an extra column to the CSV transactions export for notes. This means that all of your transaction data is now included in the CSV export. If you’d like any other transaction data to be exported in this file too, please let us know.

Beta status note for Live Bank Feeds search

Now when you’re searching for live bank feed institutions, we now note if a feed is in beta status. This means that you’ll always be aware if a feed may not work correctly due to being in beta status. As always, let us know if you hit any bank feed issues, and we’ll be happy to help.

And much more to come!

We’re excited about what we’ve got coming up for release. There has been a great number of other background improvements released recently that aren’t discussed above, and we’re also on the verge of releasing the first stage of the enhanced Bank Statements page. We’ll be letting our beta users know about this next week - in the meantime if you have any questions or comments about the above, please get in touch!

PocketSmith Security Update Regarding "Heartbleed" Vulnerability

Fri, 11 Apr 2014 00:00:00 +0000

We take security very seriously at PocketSmith. On the 8th of April 2014 at 05:30am NZST (7th of April 2014, ~17:30 UTC), a major vulnerability dubbed “Heartbleed” was disclosed by researchers from Google and the Finnish security consulting group Codenomicon.

This vulnerability existed in one of the Internet’s primary security protocols. Hundreds of thousands of services across the internet, including PocketSmith, could have been affected by this issue. Detailed information on the vulnerability can be found at .

Measures Taken by PocketSmith
What you need to do
Update, Friday 11th of April, 19:00 NZST / 07:00 UTC
Update, Sunday 13th of April, 11:30 NZST / 23:30 UTC
Update, Tuesday 22nd of April, 23:14 NZST
Update, Tuesday 29th of April, 23:14 NZST

Measures Taken by PocketSmith

Since the announcement, we’ve been taking the required measures to ensure the ongoing security of PocketSmith. All servers were updated to fix the vulnerability within 12 hours of disclosure. User information was not affected by the bug at all. There is no indication that any data was compromised at any stage.

Currently we’re working with our SSL certificate provider to obtain brand new certificates. This appears to be taking longer than usual due to the number of companies attempting to do the same.

Once these are installed, our old SSL certificates will be deactivated. This protects PocketSmith in the extremely unlikely scenario that our SSL certificates keys were compromised.

What you need to do

We’re recommending that you err on the side of caution, and change your PocketSmith password twice - once right now, and again when we receive the new certificates and the old ones are deactivated. We’ll post another notice when the new certificates are in place - but for the moment, change your password here.

Below are some links for further reading on Heartbleed. If you have any further questions, feel free to drop us an email at support@pocketsmith.com.

~ the Team at PocketSmith

Update, Friday 11th of April, 19:00 NZST / 07:00 UTC

We’ve now received the new certificate for pocketsmith.com. These have now been installed on all servers, and we’re now starting the process for revoking the existing certificates.

Note that we’ve switched to the generic pocketsmith.com certificate for the main application at . The Extended Validation certificate that is normally used here (giving the “green bar” in your browser) will be returning once things are finalised with our certificate provider.

Update, Sunday 13th of April, 11:30 NZST / 23:30 UTC

The new Extended Validation certificate for the main application at is now installed, which means you’ll now see the green bar appear again in your browser when you head to the login page for the site.

We’ll post another update here when all of the old SSL certificates have been revoked (the important final step in responding to Heartbleed).

Update, Tuesday 22nd of April, 23:14 NZST

Yesterday, we received confirmation that the previous SSL certificate for my.pocketsmith.com has now been revoked from our certificate provider. We’re currently following up with them about revocation status of the other certificate. We’ll post an update here once this certificate has been confirmed as revoked.

Update, Tuesday 29th of April, 20:50 NZST

We’ve finally received confirmation that all certificates have been revoked from our certificate provider. This completes the loop with respect to the Heartbleed bug.

Server upgrades, Wednesday 26th March 2014

Tue, 25 Mar 2014 00:00:00 +0000

We’re performing upgrades to PocketSmith’s servers, which will mean that all services will be unavailable for up to 2 hours on the 26th of March, 2014.

PocketSmith will be offline at:

NZDT - 10pm (New Zealand)
EST - 8pm (Australia)
GMT - 9am (UK)
PDT - 2am (West Coast US)
EDT - 5am (East Coast US)

We’re allowing two hours in total to perform the required changes.

Thanks for your patience while we perform these upgrades, please get in touch if you have any questions!

Refunds in PocketSmith have been fixed, plus other updates

Fri, 24 Jan 2014 00:00:00 +0000

Hope that 2014 is off to a great start for you all! Things have been crazy busy here at PocketSmith, and between looking for a great new person to join our team, to the roadmap we’re making our way through, we’ve been able to push through a couple of important features.

Refunds now handled correctly
Editing live bank feed options
Allowing ordering of accounts
More information for secondary scenario deletion
And onwards!

Refunds now handled correctly

Something that has been a long time coming has been a re-working of how PocketSmith deals with refunds - transactions that come through as credits within an expected expense category.

Up until now, credits (income) and debits (expenses) have been treated separately in the Budget analysis section of the application. If you had an expense category that a credit transaction appeared within (e.g. a refund on a Groceries purchase) then you’d have a separate graph for the “income” portion of this category.

Though this makes sense for transfers (e.g. tracking credit card repayments), it doesn’t make sense for standard expense categories. If you receive a credit transaction in your “Groceries” category, then PocketSmith should see this as refund from a Grocery store. Your budgets should reflect this, and the refunded portion should be seen as an amount that is available to spend again.

So - this is what we’ve built out.

Example of how refunds now appear in PocketSmith. The yellow portions of the bars are refunded amounts.

The refund behaviour of a category will be set automatically the next time you log into PocketSmith, by checking the budgets you have set for your category. If you have just one type (expense or income) set up for your category, then this will be used to set the refund behaviour of the category.

Likewise, a categories refund setting will also be configured when you create the first budget for the category - so there should be little need to adjust this manually.

However if you do need to check or adjust how PocketSmith deals with refunds, or if you prefer the old default behaviour, you can change the setting from the Categories edit screen. Just head to the Categories page, click on the Edit link to the right of the category, and you’ll find the drop-down below appear at the bottom of the screen.

Refund options available in the Edit Category section.

Very happy to have this released, and we appreciate the patience of everyone who has been waiting for this!

Editing live bank feed options

We’ve added a new section that allows you to edit your live bank feed options that were selected when you first set up your live feeds.

To access this area, just head to the Account Summary tab that features your live bank feed. Then use the “Live feeds” menu to hover over one of your feeds, and click “Edit options”. This will display some options for the feed, allow you to re-assign what Institution you’d like the feed to appear under, and allow you to completely delete the bank feed if you need.

Accessing the new live feed options area.

We’ve also tweaked up some other minor parts of feeds which makes things easier to use. For example, we now feature information in the feeds sidebar with the number of accounts that are synced-up versus unconnected, and we’re also placing the cursor within the search box immediately when you’re searching for new feeds.

Allowing ordering of accounts

We’ve added a text field that lets you set the order that your accounts appear in. You’ll find this in the “Account Preferences” form for each account, which you can access from the Account Summary page.

This is a temporary solution until we feature better controls for editing and adjusting the order of your accounts - but for the moment at least you can get your most important accounts to the front of the list no matter when you created them.

Tip: all accounts will have a 0 order by default - but you can enter a negative number to send an account to the front of your list immediately.

More information for secondary scenario deletion

We’ve been finding that it is too easy to delete the wrong secondary scenario when getting used to the new Account Summary, with people sometimes deleting the scenario that contain all their budgets.

To help stop this from happening, we’ve now added extra information into the deletion page for secondary scenarios and accounts. Now when you delete one of these secondary items, you’ll be told about what is contained within them, so you can make a better informed decision about whether you want to proceed with the deletion.

New statistics are displayed about secondary scenarios and accounts before deletion.

And onwards!

2014 is going to be a big year, and we look forward to continuing to work through the roadmap, greatly improving existing features and releasing new ones that you’ve all been waiting a long time for.

If you’re interested in joining our team, have a look at our careers page. We’re presently looking for an excellent customer service agent - we’d love to hear from you :)

Account Summary in beta - more reliable feeds, continued improvements, fixes for password autofills

Thu, 19 Dec 2013 00:00:00 +0000

It’s been a big month for us, and we’re very glad to have released the Account Summary to all our users as a beta feature. Your response has been very encouraging, and our thanks go out to our users who’ve been patient with us as we’ve fixed bugs arising from the upgrade.

Your feedback and input has helped us better understand how to improve the user experience, so please keep the conversation going!

We’re excited about the coming year, especially as the Account Summary upgrade is the solid foundation from which we will improve the application’s usability and functionality. We want to ensure that 2014 will be your best year on PocketSmith so far!

Our Roadmap is here, come see what we’re working on and planning, and please comment if you wish: .

In the meantime, here’s a bit of news around a couple of key upgrades we’ve implemented since we launched the Account Summary three weeks ago.

Live feed refreshes are now queued to improve reliability
Updates to Account Summary menus
Updates to Live feed creation workflow
Password auto-fills causing live feed authentication errors

Live feed refreshes are now queued to improve reliability

Up until now, PocketSmith has taken an approach of refreshing an institution’s account types (e.g. bank, credit cards, loans) all at once, to ensure you get the latest information quickly. This had previously caused some minor problems with banks that disallowed multiple simultaneous logins.

Recently however, we saw these problems spreading to affect nearly all feed connections. Temporary errors were occurring for any feed connection which more than one account type. To solve this issue, we rebuilt the refresh system to be queue based.

This means the Live Feed service now refreshes all your accounts one after another, sequentially. When you log in, you can observe each account type being refreshed in the Account Summary sidebar. Click on the queued account types to access a “Jump queue” link, which you can use if your refreshes can run simultaneously without issue.

The Live Feed queue in the Account Summary sidebar

Updates to Account Summary menus

Access to an account’s Live Feed actions such as adding a new feed, adding and editing credentials, and adding an account type are now more easily accessible via a Live Feed menu in the sidebar. Some of these options were previously available under the ‘New account’ menu, and we’ve moved them out as they weren’t immediately easy to find.

All Live Feeds can be managed from the ‘All Institutions’ tab, and specific feed actions can be performed when you’ve clicked on institution’s tab.

See the steps on how to set up a live feed here:

If you’ve imported your accounts from your bank or another personal finance tool, and wish to sync them with a live feed, take these steps:

We are following this up with a separate ‘Edit feed options’ menu and form. This will offer a number of options, including edits to your auto-categorization and pending transaction options without needing to re-authenticate with your bank.

The new Live Feed menu in the Account Summary sidebar

Updates to Live feed creation workflow

We’ve separated the institution and live feed creation steps into two forms to clarify the workflow and prevent institutions from being created accidentally.

The old form invited you to type in your institution name, while using the typed results to produce a list of bank feeds you could connect to.

This guided some users to think of the institution name as a search input, resulting in feeds being created and assigned to institutions resembling partial name searches “e.g. “Bank”, or “West”, or “First”.

The new forms first request the institution name before saving it. They then use the name to suggest a search for available live feeds. You can refine the name to improve your search results.

This means that the new forms also let you enter an institution name that doesn’t have to specifically match the search phrase required. For example in step 1 of creating an institution, you could use “BofA” as the institution name, and then search for “Bank of America” in step 2.

The updated ‘New institution’ form now lets you first create the institution before choosing to add a Live Feed

Password auto-fills causing live feed authentication errors

We’ve made some changes so that live bank feed forms will no longer be auto-filled with any saved PocketSmith credentials you have in your browser (i.e. through Chrome or Firefox’s “save password” feature). We had been finding that some users were experiencing incorrect “invalid credentials” errors, because the login fields were being automatically populated with the user’s PocketSmith password.

In rare cases, incorrect “invalid credentials” errors are an issue with our data provider; however in most cases, something is causing the credentials sent to be incorrect. Preventing auto-filling of the login forms for the live bank feed service goes some way to mitigating the most frequent cause for this sort of problem.

Now that browser auto-filling is no longer an issue with the live feed forms, if you receive an “invalid credentials” error, please check that the Live Feed credential form isn’t being auto-filled by a password manager such as 1Password. Then, please double-check your credentials by carefully re-entering them by hand.

If all else fails, then please get in touch with us :-)

Updates to how PocketSmith manages Accounts and forecasts

Tue, 12 Nov 2013 00:00:00 +0000

We’re updating the way PocketSmith organizes your accounts and forecasts, with the aim to simplify and streamline your experience.

The big change revolves around a new page called the Account Summary. This is the place where all your accounts are listed, and will enable you to quickly perform tasks like update your Live Feed, upload bank files, and edit your accounts.

The current version of PocketSmith delivers Accounts and Calendars separately, and the feedback we’ve received is that this is fussy to manage. Furthermore, the idea of a ‘Calendar’ has not been intuitive to some.

As such, we’re renaming ‘Calendars’ to ‘Scenarios’ (they’ll still be the same containers of future transactions and budgets). The Calendar page will still remain.

The new version of PocketSmith focuses on Accounts, and every Account now comes with a Scenario that contains its cash projections. As such, Accounts now have their own forecasts without the user needing to first create and link Scenarios to them. An Account can have multiple Scenarios, and you can group multiple Accounts under one Scenario.

The way you use PocketSmith won’t change, but it will be enhanced.
These are the key updates you need to be aware of
These are the benefits of the update
‘Simple’ mode
Glossary of features * 5.1 Account * 5.2 Scenario * 5.3 Unassigned Scenario * 5.4 Grouped Account * 5.5 Category * 5.6 Budget
What will this mean for the way I use PocketSmith? * 6.1 If you have Accounts and Calendars * 6.2 If you have linked multiple Account balances to a Calendar * 6.3 If you only have Accounts * 6.4 If you only have Calendars

The way you use PocketSmith won’t change, but it will be enhanced.

You’ll still interact with PocketSmith in the usual way, and the Calendar, Merchant and Bank Statements pages will still be there. We’re just updating the way these areas relate to each other to create a more efficient and meaningful workflow for you.

These are the key updates you need to be aware of

The Account Summary is the new page on which all your Accounts are presented. Here you will find Live Feed information for Accounts, and control over settings such as refreshes and credentials. You can also upload files and edit Account details from here. This replaces the slide-out menus for Account and Calendar management.
‘Events’ are now called ‘Budgets’, but they behave in exactly the same way. We’ll soon follow up by introducing another type of ‘event’, which is ‘Bills and Income’. These will behave a bit differently in that they can be marked as paid, amongst other things.
‘Calendars’ are now called ‘Scenarios’, and there will be one attached to each Account by default, even if there are no Budgets set for an Account.
The new tabbed interface allows you to quickly see each Account on its own in the Calendar, Merchants and Bank Statements pages. There will still be a tab for ‘All Institutions’ in the Account Summary, and a tab for ‘All accounts’ on other pages. These will offer you the the consolidated view of your information with checkboxes in the sidebar.
The Account Summary will have a tab for each Institution (or bank), so you can easily work with Accounts by Institution, as well as manage the Institution’s live feeds.
The Personal Summary will be changed to ‘Budgets’ and will have an additional ‘Edit’ page which allows you to quickly start, stop and edit all your Budgets at once.
Every Account now will have its own Scenario and forecast. You can add multiple Scenarios to an Account and turn these on and off in the sidebar to see how they affect your forecast.
Accounts can be grouped together to create a Grouped Account. This enables you to see a number of Accounts under one tab, with a forecast determined by a single set of Budgets. Grouped Accounts can be easily un-grouped as well.
Scenarios can be easily moved from one Account to another via drag-n-drop on the ‘Organize Accounts’ page.

A specific institution tab. The “Manage Account” menu will provide quick access to all account-related features.

These are the benefits of the update

All Account management features (e.g. refreshes, edits, uploads, balances) are easily accessible from the Account’s ‘Manage’ menu.
Accounts now have their own currency, so you can effectively manage Accounts in Institutions from multiple countries. Currency conversion is not yet available, but it is coming soon.
Closer integration between Accounts and Scenarios means that every Account can have its own forecast from the get-go.
The Account Summary becomes your ‘launch pad’ to other parts of PocketSmith, improving workflow.
Tabs save time. You no longer have to de-select all the Accounts except one in the sidebar to see all transactions, Budgets and forecasts for just one Account.
Live Feeds are better integrated into the Accounts, so you no longer need to call up a separate interface to manage your Live Feed.
Enforcing a Scenario for each Account paves the way for creating a set of Budgets for each Account.

‘Simple’ mode

If you prefer to have one set of Budgets for all your Accounts, you can enable ‘Simple’ mode, in which one Scenario (or all Scenarios) will apply to all your Accounts.

Glossary of features

Account

This a bank, credit card, loan, mortgage or investment account that you choose to manage in PocketSmith. An Account’s transactions can be imported via the Live Feed service, file upload, or via manual entry.

Scenario

This belongs to an Account, and contains your scheduled Budgets (and soon, Bills and Incomes). A Scenario takes an Account’s current balance and creates future balances based on upcoming Budgets, creating a cashflow forecast.

An Account can have more than one Scenario, which you can toggle on and off to see the impact of proposed Budgets on your future Account balances. Scenarios can be moved from one Account to another in the Organize Accounts page.

Unassigned Scenario

This is a Scenario without an Account. It still contains Budgets, but these do not apply to any transactions or forecasts until they are assigned to an Account. Unassigned Scenarios reside in the right sidebar of the Organize Accounts page. Their budgets can only be edited when assigned to an Account.

Grouped Account

This is an Account consisting of two or more Accounts that have been grouped together. For example, three credit card Accounts from three different institutions could be grouped into one Grouped Account, called “My Credit Cards”.

The three Accounts’ tabs will be replaced by a single “My Credit Cards” tab on the Calendars, Merchants and Bank Statements pages. You will still be able to turn the individual Accounts on and off from the sidebar on these pages.

In the Account Summary, Grouped Accounts are displayed in a tab of their own and display a single cumulative balance along with an indicator displaying individual Account balances.

Grouped Accounts can have just one Scenario, allowing you to budget for multiple Accounts with a single set of Budgets.

Budget

You start a Budget when you set a value and period to a Category, confirming your intent to spend an estimated amount of money in that category within a set amount of time. For example, you could start a weekly budget of $120 for your ‘Groceries’ Category. When this happens, PocketSmith will begin comparing the total amount of your transactions assigned to Groceries within each weekly period and report this to you.

Budgets are assigned to an Account via one of its Scenarios. They are also displayed and managed in the Calendar as repeating events, and determine the future balances of the Scenario.

What will this mean for the way I use PocketSmith?

The following describes how PocketSmith will migrate your Accounts and Calendars to the updated version. Please bear in mind that your choices aren’t set in stone, and can be easily adjusted after the migration process.

If you have Accounts and Calendars

Each of your Accounts will require a Scenario. If you have linked an Account’s balance to a Calendar’s balance, this Calendar will become the Account’s default Scenario.
If an Account doesn’t have its balance linked, then PocketSmith will give you the option to choose a Calendar to be that Account’s default Scenario.
If a Calendar isn’t chosen, PocketSmith will create an empty Scenario for the Account.
Any remaining Calendars are turned into Unassigned Scenarios, and can be easily assigned to an Account on the Organize Accounts page later on.

If you have linked multiple Account balances to a Calendar

A Grouped Account will be made for you, and the Calendar will become the Grouped Account’s default Scenario.
If the Account’s balance is linked to one of the Calendars’ balance, that Calendar will become the Account’s default Scenario.
The remaining Calendars will be turned into Unassigned Scenarios. These can then be assigned to Accounts on the Organize Accounts page.

If you only have Accounts

PocketSmith will automatically create Scenarios for each Account, but you can continue using PocketSmith without needing to use Scenarios and Budgets.

If you only have Calendars

PocketSmith will convert each Calendar to an Account, and migrate the Calendar’s events into the Account’s default Scenario.
This has a minimal effect on the way you work with Calendars and events. Each Calendar is now called an Account, and each event a Budget. As such, you will now have an ‘All Accounts’ tab in the Calendar which offers you the consolidated view with checkboxes, as well as a tab for each Account.

Forecast improvements and Account Summary screenshots

Fri, 01 Nov 2013 00:00:00 +0000

This week we’ve launched some improvements to forecasting in PocketSmith, and are also happy to be able to share some screenshots from the upcoming Account Summary.

1 Forecast speed improvements
2 Stop forecast auto-recalculating option
3 Account Summary preview
4 Beta tester update

Forecast speed improvements

We’ve made enhancements to the speed of forecast generation in PocketSmith. People with large accounts may see an improvements of up to 40% in the time it takes to load up your account, and for your forecast to reload after using the calendar.

The improvement will particularly noticable for users who have hundreds (if not thousands) of forecast events scheduled in their calendars.

Stop forecast auto-recalculating option

You can now stop the calendar from automatically recalculating your forecast when you add or edit an event in the calendar. Head to the Preferences screen (Profile menu in top-right > Preferences) and select the “Do not auto-recalculate forecast” checkbox.

The “Do not auto-recalculate forecast” checkboxes in the Preferences window

When this is checked and an event is added or edited from the calendar, a button will appear at the top of the calendar. This means you can continue to make your changes, and click “Recalculate forecast” button when you’re done to see your changes reflected in the calendar.

With this option selected, adding or editing an event will display the recalculation button

This feature will work well for people who use the forecast calendar heavily, who want to make a number of changes quickly without having to wait for the full forecast to recalculate after each change.

Account Summary preview

We have some screenshots of the new Account Summary feature () to share with you! These are taken directly from the app in our development environment. More information on launch and beta test timing after the screenshots.

The “All institutions” tab of the new Account Summary. Note the feed and credential info in the sidebar.

A specific institution tab. The “Manage Account” menu will provide quick access to all account-related features.

Credential addition and editing will be all managed from within the Account Summary.

Beta tester update

Though we’d hoped to have the Account Summary ready for our beta users a week ago, complications around ensuring that live feeds are able to be tested has delayed this. To ensure that everyone is able to use and test the beta Account Summary (with new feed management) thoroughly, we’ve needed to set up another instance of the Bank Feed service.

This phase will be completed over the weekend, and so we’re going to be releasing beta access and testing information to our (extremely patient) beta users around Tuesday next week.

Moving to the Account Summary sees changes in how your accounts and calendars are structured. We’ll be launching an informational page on all the changes mid next week (some details are in the Roadmap item at ). But for the moment we’ll leave you with a few screenshots of the migration interfaces that will set you up for the changes.

If you’re interested in being a beta user and haven’t gotten in touch, or if you have any questions, please let us know.

Adding institutions to existing accounts. These will automatically be added if the account is connected to a live feed

Instead of separate calendars and accounts, now an account has a “forecast” and “history”. This lets you link your existing forecast calendar to existing accounts, if you haven’t used the current linking feature.

A preview of the new Organize accounts page. This will let you shuffle around your “scenarios” (calendars) between your accounts, group accounts for display, and more.

Xero Personal note imports, better live feed import options, account ordering

Fri, 18 Oct 2013 00:00:00 +0000

We’ve introduced a few updates which should make importing and managing accounts within PocketSmith a bit more straightforward.

1 Xero Personal notes
2 Better live feed import options
3 Account ordering
4 New server
5 How to re-import your transactions with notes using Xero Express

Xero Personal notes

PocketSmith’s Xero Express feature now imports notes, to accommodate the Xero Personal feature update on October 9. We’ve also made small updates to the Xero Express interface to make the steps easier to read.

If you’ve already imported your transactions and want your notes, you will need to delete the previously-imported transactions before using Xero Express again to bring your notes over. A step-by-step is provided for you at the bottom of this article.

Better live feed import options

Live feeds that are subsequently attached to imported accounts (e.g. via Xero Express, or Mint Express) typically overwrite weeks (if not months) of categorised transactions and renamed merchants.

PocketSmith’s Live Feed feature now detects the date of the latest transaction in an account, and sets this as the date from which Live Feed transactions are imported in the “Import from” field. You can also edit this to determine a start date of your choosing. This means that if you’re coming over from another personal finance application, you can keep as many of your previous transactions without the Live Feed overwriting your history.

Updated Live Feed options

Select the ‘Delete overlapping transactions’ option to ensure that any existing transactions beyond the “import from” date are overwritten, removing duplicates. You can use this to make sure that no transactions are missed (the existing import may not have contained all the transactions on its last day) by changing the ‘Import from:’ date to a day or two earlier, and checking this option before clicking ‘Assign account’.

Account ordering

This is an interim solution for users wanting to order their accounts. We now have a basic implementation of this, available in the Edit Account screen.

Where to set the order for an account

Simply enter the order number in here, and your accounts will be prioritised where listed (for example on the Dashboard - which will require a page refresh, in the Bank Statements sidebar, and Manage Account slideout). We will have a better solution for this when the Account Summary feature goes live.

New server

We’ve moved up from our two-year old servers, and PocketSmith will be pretty responsive across the board. We hope you’re feeling the difference!

How to re-import your transactions with notes using Xero Express

This assumes that you have already imported your accounts from Xero Personal and linked them to your bank via the Live Feed service.

If you would like to keep the categories you have set up in PocketSmith:

Rename the accounts that you previously imported from Xero Personal. This is because Xero Express will re-populate any accounts according to the names found in the export, resulting in duplicates. Head to Bank Statements > Manage Accounts & Import Transactions; click ‘Edit’ beside an account, then rename the account (e.g. “Westpac Savings” to “Westpac Savings OLD”).
When you have renamed all the accounts you with to re-import, head to Xero Express
Follow the instructions to download all your transactions from Xero Personal again.
Upload the CSV export into Xero Express, and follow the steps.
Go to the Live Feeds interface, unlink each feed from the ‘OLD’ account and re-link it to its re-imported account, while making any necessary adjustments using the “Import from” and “Delete overlaps” options.
Delete the ‘OLD’ accounts.

You’re deleting the ‘OLD’ accounts as the last step to preserve any Merchant categorisation done in PocketSmith since the first import. As such, please bear in mind that these steps are not necessary if you want to keep all your Xero Personal export transactions leading up to present day. If this is the case, you may simply want to start over.

If you prefer to start over:

To delete all your accounts at once, Head to Preferences > Reset your account > Delete all transaction accounts > Delete the selected items. Deleted accounts are simply un-linked from their feeds, so you don’t need to re-authenticate with your banks.
Go to Xero Express.
Follow the instructions to download all your transactions from Xero Personal again.
Re-link your accounts to the Live feed, with an appropriate ‘Import from:’ date.

Please get in touch if you’re unsure about any of the steps here, we’ll be very happy to help!

New servers for PocketSmith!

Wed, 16 Oct 2013 00:00:00 +0000

Everything went well tonight, and the application servers and services are running on new hardware.

Generally, you should find that things are more performant across the board, and the application will definitely be more reliable under heavy load. If you notice anything odd or have any questions, please get in touch.

No time to rest, onwards with the roadmap, talk to you all soon!

Server upgrades on 15-10-2013 and live bank feed site updates

Mon, 14 Oct 2013 00:00:00 +0000

New servers are now up and running, thanks for your patience!

New servers

The finishing touches are going on our new server setup, and beta users have been giving things a good run-through this weekend. Overall the verdict is that the application feels snappier, and the architecture we’re hosting on is up-to-date in terms of hardware and software.

We’re switching over on Tuesday the 15th of October 2013, at 11pm NZST / 3am PDT / 6am EDT / 11am BST. The main PocketSmith application and the mobile site will be unavailable for up to 3 hours (but we hope to be back up and running after 2).

Keep an eye on our Twitter account for updates.

If you’re not sure about what the timing above means for you, check for a countdown to when we’ll be starting the change-over. Messages will be posted up here as we progress as well.

Bank Feed Site Updates

There were over 350 banks and institutions added this month, and nearly 1400 updated. We’ve compiled these into a table that you can access by clicking here: http://psmth.to/ys1013. This lists all of the banks that were added or updated, along with the country that they apply for.

Notable inclusions in this release are Simple in the US, and TSB UK - if you’ve been waiting for your bank to be supported, check it out.

Bank of New Zealand / BNZ bank feed support update

For New Zealanders that are waiting on Bank of New Zealand support for bank feeds, we’ve seen some progress here in the past 2 weeks. The data provider (Yodlee, ) has added a new beta “content service” for BNZ - oddly enough, for credit cards. An exception was returned when we tested things ourselves, but we expect the situation to continue to improve. Get in touch if you’d like early-access to test Yodlee’s BNZ connectivity.

Xero Personal migration tool, cashflow updates, transfers, and more

Tue, 01 Oct 2013 00:00:00 +0000

We’ve built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users.

Xero Personal users can follow a set of steps to export their transactions, and the subsequent import into PocketSmith will bring over accounts, categories, and categorised transactions.

New users will be able to get to Xero Express from the Dashboard. Existing users can head to .

Please note that Xero Express is a migration tool, which means that it’s designed to populate an empty account. As such, importing a Xero Personal CSV with a populated account may result in overwritten or duplicate data.

Xero Personal Migration Tool

Updates to the cashflow statement

We’ve responded to a couple of user requests and updated the Cashflows view for better usability.

The present month is now highlighted
The Summary table containing Closing Balances and Surplus/Deficit columns is now at the top, above Incomes and Expenses

These two changes should make working with cashflows a little bit quicker :-)

Cashflows now highlight the present month, and the summary is displayed on top

Transfer categories are now excluded from the Dashboard donut chart

We’ve implemented the above In response to user feedback. So now, a quick way of excluding a large number of transfer merchants from the Dashboard is to assign the merchants to a single Merchant category.

In order to mark a category as a transfer, just edit the category from the Categories page - it will then no longer display on the Dashboard pie-chart.

Other minor updates

Budgets in the Personal Summary that have been scheduled for the future are now displayed alongside active budgets, indicating when the budget will begin. These were previously hidden from view until the budget started.
A custom icon is now available when you add PocketSmith to your iPad or iPhone’s home screen.
The Categories page is no longer limited to displaying 12 top-level categories for users on the Free subscription. All categories are now displayed, making it simpler for users to adjust and consolidate categories for broader budgeting.

Transactions now have notes, and can be exported

Fri, 20 Sep 2013 00:00:00 +0000

We’ve introduced a couple of highly requested features to Transactions this week. But before we get into that, we’d like to point you to our development roadmap on Trello:

The roadmap contains all of the features leading up to PocketSmith v3. We’re releasing features as we go rather than all at once, so that we can get the benefits out to users quicker as well as iterate on user feedback.

We’ve condensed our key release milestones into cards on the Master Feature List board. Click on a card to see a brief description of the feature, along with any comments. The cards are ordered in terms of priority, and we’ll be moving them from one board to another so you can see what’s in progress, in testing, on beta, and finally on live.

We’ll also be posting weekly updates to keep you appraised as to our progress on these milestones, and will be writing about the new features as we release them.

On to the updates!

Transactions Export

First up, you can now export all your transactions from PocketSmith! To use this feature, head to the Profile menu (top-right), click on Preferences, then ‘Export Data’ on the left. You’ll find the option to export your transactions here:

Transactions export option in the Preferences window

The export downloads a CSV file, which you can open in a spreadsheet application. It contains these columns:

Date
Merchant (otherwise known as Payee)
Amount
Transaction Type (debit or credit)
Closing balance
Category

We will improve upon this feature by letting you filter the export by criteria such as account, date, and search results. This will come in the near future alongside improvements to how you search for transactions.

Notes for each transaction

You can now add a note to a transaction in the Edit Transaction slide-out.

Transaction notes in the Edit Transaction slide-out

A few considerations to bear in mind:

Notes cannot be added to pending transactions, as these will be overwritten once they’re posted. This condition only applies to Live Bank Feed accounts.
Notes are stored separately from transactions. As such, they are orphaned - not deleted - when transactions are either overwritten or deleted. We’ll be working on an interface to let you re-assign orphaned notes to transactions.
Transactions can’t be searched by notes yet, but this will come in a future iteration!

Account Current Balance system enhancements

Thu, 22 Aug 2013 00:00:00 +0000

Happy to announce that a long-in-development enhancement has been released! This update changes the way that PocketSmith deals with current balances, and dramatically improves accuracy and recency of your balance information. Finally, PocketSmith can use the native balances given by the data provider as your current balance!

Up until now, account balances in PocketSmith have always been calculated based on the final closing balance of last transaction in an account. This means that if your account had no new transactions for a couple of weeks, then the balance would be considered to be a couple of weeks old. Or, if your bank feed didn’t process pending transactions, then your balances would be out of kilter too - you’d only see your balance as at the last posted transaction.

So now behold - the availability of a Current Balance Source option for all of your accounts!

New Current Balance Source options, see the Current Balance for a full explanation!

All existing accounts will continue to function as they had previously, until one of the new options is selected. This means that complete compatibility with the way that things were is maintained, and you shouldn’t notice any dramatic changes to the way that things were previously.

There are some tweaks for the defaults for new accounts - all these details and more are on the wiki page for the Current Balance feature right here.

A quick flashback

It was just over 5 years ago that we launched our first alpha version of PocketSmith.

If you’d like a retrospective peek (and perhaps a laugh along the way), we’ve put PocketSmith circa 8th of August 2008 up at - login with username: demo, password: demo, and have a prod. Or create a new account for the complete magical experience! Head to to have your mind duly blown.

Go have a look, even if just to see the looking-glass / monocle loader effect. Monocle!

And back to serious stuff

Thanks so much for your patience while we got this current balance update figured out. We’ve directed many people to the feedback forum post which started this idea off many times since December last year.

We hope that you enjoy the improvements, and that they make using PocketSmith more useful. As always, please get in touch with any questions at all, we’d love to hear from you.

Bank Feed Data Provider Site Updates - July 2013

Tue, 09 Jul 2013 00:00:00 +0000

We’ve just run the latest site updates from the data provider, which sees over 60 new institutions available to start syncing with. There were also a number of institutions which are made unavailable as a result of the updates. If your institution is included in this list, please get in touch with us and we’ll be happy to request the reasoning behind the removal from the data provider.

Newly added institutions

Institution name Status

American Eagle FCU Created

American Eagle Outfitters Created

BMO Harris Bank - Credit Cards Created

Billings FCU Created

Boone County National Bank Created

Capital One(Prepaid Card) Created

Chase HSA Investments (Broker & Administrator) Created

Christian Financial CU Created

Clorox Benefits Center - Investments Created

Colarado County Officials & Employees Retirement Created

Commerce Bank Created

Community & Southern Bank Created

Community Bank (MS, AL, TN) Created

David’s Bridal (Comenity) Created

Dupaco Community CU Created

Ent FCU Created

Fidelity Bank MN Created

First Convenience Bank Created

First National Bank (South Africa) Created

Foord (South Africa) Created

Ford Credit (Canada) Created

Gold Coast Bank Chicago Created

Golden 1 CU Created

Greenville FCU - Bank Created

HDFC Bank Prepaid Card (India) Created

Jefferson Bank Created

KUCU Created

Kent Savers (UK) Created

Lake Michigan CU Created

Lake Sunapee Bank Created

Lake Trust CU Created

NEDBANK (South Africa) Created

NEDBANK PRIVATE WEALTH (South Africa) Created

National Bank of Arkansas Created

Nedbank (South Africa) Created

Nedbank Private Wealth (South Africa) Created

Nedbank Private Wealth (UK) Created

Northfield Savings Bank (VT) Created

PayFlex Direct Created

People’s Trust FCU Created

People’s United Bank Business Banking Created

Pioneer Bank (NY) Created

Pioneer Investments (Shareowner Accounts) Created

Private Bank of Buckhead Created

Randolph-Brooks FCU Created

Sandy Spring Business Banking Created

Sikorsky Financial CU Created

Southwest Research Center FCU Created

Stonebridge Bank (MN) Created

SunWest Mortgage Company Created

Texas Dow Employees CU Created

The Citizens Bank Created

The Community Bank Created

Third Federal Savings and Loan Created

Trustone Financial Created

UBS Wealth Management Created

Vanguard Employee Retirement Plan Created

VyStar CU Created

WageWorks HSA (Participant Login) Created

Warren FCU Created

Wellesley Created

Wiley Bros - Aintree Capital Created

maps CU Created

meijer credit card Created

new First National Bank of Omaha Created

Removed institutions

Below is a full list of institutions which have been deactivated by the data provider. Please note that having a site listed here doesn’t necessarily mean support has been completely removed - it may be that the data provider has removed a particular account type for the institution, or they have been replaced with a new updated institution record.

Institution name Status

Alliance Bank Central Texas Removed

Alliance Bank, N.A. Removed

BNP Paribas.net (France) Removed

Bank of America Military Removed

Banque Populaire du Sud Ouest (France) Removed

Business First Bank Removed

Caisse d Epargne (France) Removed

Central Florida Educators FCU Removed

Charcol Online (UK) Removed

Chase Investments Services Removed

Coppermark Bank Removed

Family Savings CU Removed

First Niagara Removed

First Republic Bank Removed

Fort Knox FCU Removed

Great Basin FCU Removed

Hanscom FCU Removed

IVOBANK (UK) Removed

Jefferson Bank (TX) Removed

Kleberg Bank Removed

Landmark Bank (MO, OK, TX) Removed

Le Credit Lyonnais (France) Removed

Legacy Banks Removed

M&T Business Banking (formerly Provident Bank) Removed

Minnequa Works CU (CO) Removed

Northern Trust (Private Passport) Removed

Phoenix Wealth Management Removed

Polk County Bank Removed

Popular (PR) Removed

Premier Bank (FL) Removed

SAFE CU Removed

SEFCU (NY) Removed

Santa Barbara Bank and Trust Removed

Shell Federal CU Removed

Southeastern Bank Removed

Spectrum CU Removed

Susquehanna Bank Removed

SwissOne (UK) Removed

Touchstone Investment Removed

TwinStar CU Removed

Unitus Community CU Removed

Wainwright Bank Removed

West Pointe Bank Removed

Worth National Bank Removed

PocketSmith v2.5 upgrade, Sunday 23rd June

Fri, 21 Jun 2013 00:00:00 +0000

At the end of this week we’re releasing version 2.5 of PocketSmith! This is a major revision of the application, and details of what is included in this upgrade can be found on the Roadmap.

The upgrade requires about 3 hours of application downtime, which will be starting on Sunday 23rd June 2013, 2am PDT / 5am EDT / 9am UTC / 9pm NZST. We’ve scheduled this to try and ensure a minimal impact upon our users across the world.

We thank you for your patience and support while we perform these upgrades to the application.

Summary of Improvements

Here’s a quick run-down on what to look out for.

New, cleaner interface

Everything will look familiar to you, but we’ve tidied up the PocketSmith interface to make it friendlier to use.
Better use of space, so your see more of your information on-screen
Better scrolling areas, so you no longer have to scroll up and down the screen to find things
Lots of little details that contribute to a better user experience

Sub-categorization

You can now nest your categories into 3 levels by dragging and dropping
There is an entire page for managing your categories now, as opposed to working within the fly-out.
You can now quickly create categories in a single form, and also choose a template of categories from other popular personal tools like Mint, Quicken and Microsoft Money

Faster, better cashflows

The cashflows page has been re-written to give it a speed boost
The cashflows table now stretches to fill the window, and scrolls within its own pane
Previous month columns now display forecast and actual totals
Extensive settings page allowing you to customize the display of your cashflow

Improved personal summary

Like cashflows, there are speed improvements here
Income as well as expense summaries are now displayed for each category
Interface improvements make it easier to navigate to each category

What else does the 23rd of June mean?

It marks PocketSmith’s 5th Birthday! We started this journey on the 23rd of June 2008, and it is thanks to you all that we’re still here today. We think there is no better way to celebrate the start of PocketSmith’s fifth year than to get a long-awaited release in front of our users!

Thanks for all of your patience over the past few months while we’ve been in heavy development mode gearing up for this release. And as always, if you have any questions or comments at all, please get in touch, we’d love to hear from you :)

Server Security Upgrades, 19th April 2013

Fri, 19 Apr 2013 00:00:00 +0000

The PocketSmith mobile and web applications will be unavailable for a maximum of one hour on the 18th / 19th of April 2013.

Upgrades will commence at 3pm NZST / 3am UTC (19th April) or 8pm PDT / 11pm EDT (18th April). We’re allowing one hour total to perform the required changes, though we are still targeting to have everything completed within 30 minutes.

Thanks for your patience while we perform these upgrades, please get in touch if you have any questions!

Bank Feed data provider experiencing technical problems 13th March 2013

Wed, 13 Mar 2013 00:00:00 +0000

Update: services appear to have returned to normal. If you are experiencing any glitches or oddities with the bank feed service, please get in touch.

The bank feed data provider Yodlee is currently experiencing reliability issues which is affecting all bank feed services.

The problem relates to the establishing of a session between the Bank Feed application on PocketSmith’s side, and their servers. It is manifesting itself in declaring that the session which is established is invalid, though it is currently valid and is working for about half the requests.

This means while about 50% of requests to the Bank Feed service (e.g. adding sites, updating transactions etc) will work, the other half will not - without any obvious pattern from PocketSmith’s side of things.

We’re currently in contact with the data provider, and will update here once we have more information to share.

Thanks for your patience, any questions please get in touch.

Happy New Year, seeing out 2012 with the new Account Update email

Sat, 29 Dec 2012 00:00:00 +0000

Hope that you’ve all had a great start to the holidays! We’ve been working through the rebuild of a much-missed feature from PocketSmith version one - account updates sent via email. We’re happy to announce that we’ve now released the new version of this feature, which is more flexible and extensive than before. Read on for details!

Scheduled Account Update emails

You’re now able to schedule PocketSmith Account updates to be sent directly to your email address, by heading to Preferences > Email Notifications or clicking here. These updates can include as much or as little information as you’d like - use them as a reminder for your upcoming bills appearing in the calendar for the coming week, or receive your account balances and a listing of all your recent transactions.

Visit Preferences > Email Notifications or click here to set your Account Update email schedule.

These emails can be scheduled to be sent on any day, as many days a week at a time you’d like to receive them. Your schedule is checked daily and your latest account information is retrieved and sent via email when a scheduled account update time rolls around.

A full account update email. All text right now, graphs incoming!

As always we welcome your feedback on the new Account Update emails, just get in touch!

Many Thanks and Happy New Year!

We’ve had a fantastic 2012, and we’re extremely grateful to everyone - new customers who’ve joined us during our most exciting year yet, those who’ve been with us since the 12-month forecast limit days, and everyone else who’s reached out with words of support and encouragement.

The application has improved significantly this year based on your feedback, and we love being make managing money more insightful as we progress. We’re not slowing down however - this year we’ll be pushing through our development Roadmap and continuing to work through your feedback.

So, we wish you all the best for the New Year, and look forward to speaking with you soon!

~ the PocketSmith Team.

Investment account feeds available, more flexible Personal Summary and more

Thu, 20 Dec 2012 00:00:00 +0000

The year is quickly coming to a close, and we’re happy to make some announcements as we head towards the holiday and Christmas period. Some important changes have been made to the Bank Feed service which we’ll discuss below, as well as some enhancements to the Personal Summary. We’ll also discuss one of our priorities for immediate development in the coming month as well.

1 Investment Account Feeds now available
2 Personal Summary now shows all available transaction data
3 Choosing your account types when adding credentials
4 The coming month

Investment Account Feeds now available

Up until now, a very limited range of invesment and stock account types have been able to be added to the Bank Feed service - only those which are provided by institutions which also provide other account types.

Now however we’ve opened things up significantly, and all of the stock and investment institutions that the data provider has available are now able to be linked up to your PocketSmith account.

Support for these account types is still in its early days, so we welcome your feedback on how your accounts are presented in PocketSmith. If there are any specific requirements you find lacking in the display of your investment based accounts, please let us know and we’ll adjust things to suit.

Personal Summary now shows all available transaction data

Previously the Personal Summary only showed comparison information for a forecast event / category in the calendar if an occurrence exists as at the date of the transaction. For example - if you had transactions starting in June 2012, but the forecast event for the category started in September 2012, then the Personal Summary would show nothing for the June through to September period.

We’ve now changed this so that if there is no occurrence in the calendar, PocketSmith considers it to have a 0 budget amount for the monthly period, and the sum of transactions for that month are summed - as shown below.

This categories forecast event starts in September, so all months prior to this are considered to have a 0 budget. Previously, these bars wouldn’t have been present.

This means that there is less data “hidden”, with fewer rigid requirements for when a bar is created for a time period - if a category has transactions, then it will always show in the Personal Summary.

Choosing your account types when adding credentials

This is an important change to enhance the reliability of the Bank Feed service, particularly when credentials are initially added for an institution. Up until now, we’ve added all available account types (e.g. bank accounts, credit cards, loans etc) available at an institution at once. This practice sometimes placed unnecessary strain on the data provider and online banking systems, causing some account types to return incorrect error messages.

To reduce the effect of this, you’re now able to select what account types at your bank you’d like to add when you’re entering your credentials - so you can skip those you don’t need.

When more than one account type is available at your bank, you’ll now be able to select which types you’d like to add.

This change means that only account types which are likely to be successful succeed will be checked, as they’ve been selected by yourself. This will will greatly enhance the reliability of the intitial credential addition procedure.

The coming month

The Roadmap has sub-categorization as a short-term priority - in the coming month, the major precursor to allowing sub-categorization will be developed.

As many of our long-term users will know, categories in PocketSmith grew out of forecast events - add a repeating event to the calendar, and you had a category. This changed for the better with v2, however we’re now hitting up against the limitations of some design decisions we took back then.

In order for sub-categorization to work correctly, we need to go back and change some core parts of how a category works, and how it stands separate from an event. Though the result will not be ground-breaking, it is an important step in paving the way for some important features (such as sub-categorization) and overall performance improvements (particularly the Cashflows page with many categories).

We’ll continue to be working on other areas in the Roadmap as well, and will post progress here as it happens.

Calendar to account balance sync, new Dashboard, public roadmap

Tue, 27 Nov 2012 00:00:00 +0000

Welcome to our first Product Blog post in 2 months! Though we’ve deployed a very large number of tweaks and fixes in the past 2 months, however there are a couple which warrant special mention - a new main Dashboard, and the release of calendar to account balance sync - an oft-request feature which has been in the works for months.

We’re also taking steps towards being more responsive - firstly with a public roadmap for the next 6 months on the wiki, and secondly by committing to be more active within our Uservoice Forum. Though being a small team means workloads are high and schedules are frantic, we’re aware that we need to be better at communicating with our users on a wider scale - and we’re trying to fix this. But remember - if you ever want to reach out at any time, we’re always available via email.

1 Calendar to Account Balance Sync
2 New Dashboard
3 Public Roadmap and Feedback Forum
4 Thanks for your support!

Calendar to Account Balance Sync

Up until now, calendar and accounts are not linked to one another at all. While this means that PocketSmith is very flexible in how you represent your finances, it did mean that keeping an accurate starting point for your Forecast was challenging. As your Forecast and Actual balances diverged, manual resetting of forecast balances was required. This was laborious, inaccurate and prone to mistakes.

We’ve taken a while to think out and develop this feature, so we’re confident that it will hit the mark. These are the core features:

Controls to link a calendar to one or more accounts to sync balances
A difference event in the calendar which shows how far ahead or behind forecast you are
This event can be clicked to show more information and reset your forecast balance.

This is the first step towards and more unified PocketSmith with respect to calendars and accounts. We’re really love to hear what you think, so please get in touch.

New Dashboard

The design for the new Dashboard had been knocking around for some time - in stasis because we felt that the information density was perhaps a bit too high, and other areas needed some tweaks for clarity.

However it was decided that it was crunch time - the old Dashboard was looking more dated with the rest of the PocketSmith UI receiving upgrades and redesigns. It didn’t provide enough useful information, it didn’t give a birds-eye view of your finances, and it was cumbersome - the alerts in particular.

Now however, more information about your finances is available immediately from the Dashboard. Alerts are top-center, budgeting information is immediately available, and the summary pie chart date periods can be changed.

We’re taking on board feedback for this iteration of the Dashboard, and the first area that we’ll be tweaking will be to allow each section to be re-ordered and collapsed, meaning you can set up the different panes in the Dashboard for how you’d like to view your account. If you have any feedback on the Dashboard, please get in touch with us.

Public Roadmap and Feedback Forum

We’re attempting to be more transparent in our development roadmap for the application. We’ve taken two actions to make this a reality:

A public roadmap is now available at the wiki page Roadmap. This will be updated on an ongoing basis.
We’re going to be more active on our Uservoice Feedback Forum, responding to ideas and suggestions more effectively.

We’ve fallen far behind with our Uservoice Forum, and so we’re committing to being more responsive here. We’ve begun this process by starting consolidating the two previously separate PocketSmith v1 and v2 forums. Now we’re working through each idea, consolidating where required, closing off ideas which have been implemented recently, and responding to all ideas under consideration. With a sizable backlog, this may take a couple of weeks, but we’re determined to get things into a much more useful state.

We look forward to being able to be more responsive to your ideas and suggestions as we get a better handle on our Uservoice Forum over the coming weeks. And we’d really love you hear any feedback you had on the Roadmap - please let us know if you think that something is missing!

Thanks for your support!

We’d just like to quickly thank all of our users for supporting PocketSmith - it is having people like you on board that allows us to continue improving PocketSmith. We appreciate your patience while we grow to become more responsive and deliver on the features you’d like to see. And as always, we love hearing your stories so please get in touch :)

Sunday 7th October - Bank Feed Data Provider experiencing technical difficulties

Sun, 07 Oct 2012 00:00:00 +0000

Update Monday 8th October 11am NZST: the problems have been resolved by the data provider and normal service has resumed. Thanks for your patience!

We have been made aware that the Bank Feed service data provider is experiencing technical difficulties, particularly when trying to add new institutions to the Bank Feed service.

We’ve opened a critical support ticket with them, and we will post any updates that we receive from them on this page.

Thank you for your patience while we resolve the problems with the data provider, we’re sorry for the inconvenience this presents. If you have any questions please get in touch.

Details on the issues

When adding a new institution to the Bank Feed service, the error messages 508 and 525 are being returned. Both of these error codes mean that the provider has timed out in trying to gather multi-factor information. We’ve noticed that this is occurring for non-multi-factor authentication institutions as well.

This appears to have been happening since midnight Sun 7th Oct NZST / 4am Sat 6th Oct PDT, and appears at this stage to only affect the addition of new sites.

We’re hopeful that it is a simple matter for the data provider to resolve - we’ll post updates and further details as they come to hand.

Transaction Filters, Bulk Actions and Personal Summary Averages

Wed, 26 Sep 2012 00:00:00 +0000

We’re happy to announce the release of three new and oft-requested features! Transactions just got a lot more manageable for people whose transactions contain “junk” information (which is most of us), with two new tools available for bulk-management of transactions - both manually yourself in the app, and also automatically as they’re received by PocketSmith. The Personal Summary has also been enhanced to show average spending and period information, providing more depth in analysis of spending trends over time. Read on for more information!

Transaction Filters

Since we first added bank transaction file upload support in 2008, the poor descriptions supplied by most banks generally left much to be desired. Generally there was additional non-useful information in merchant descriptions, meaning repeat transactions at the same merchant had different descriptions. Because we operated on an exact-match system for applying existing categories to new transactions, it was often a necessity for people to categorize their merchants after every upload.

The new Filters feature fixes this. You can now set up “searches” which are checked against newly created transactions, and matches will have specified “actions” applied to them - renaming, categorizing and so on.

We hope that you find Filters to be useful - we certainly have! Check out the knowledge base entry which explains filters in detail and give them a shot.

Bulk Actions for Bank Statements and Merchants pages

Related to the Filters, you’re now also able to perform similar actions en-masse in the Merchants and Bank Statements pages. Just select the individual transactions or merchants you’d like to edit (rename, categorize, mark as transfer or delete) and click the “Bulk Actions” button available.

The new options for Bulk Actions available on both the Bank Statements and Merchants pages.

Personal Summary Averages

Now when you change the date range displayed for a specific category in the Personal Summary, you’ll see the right-hand-side panel display information about the averages of forecasted and actual spending against the category, relevant to that period. This has been something missing in the Personal Summary for some time, and it definitely provides some excellent information and depth to the analysis available.

So - these releases means that managing Transactions and Merchants in PocketSmith is much easier than before, and information on overall long-term budgeting success is much easier to get out the Personal Summary. As always, we welcome your feedback on all of the above!

Preview inside - Application Downtime for Upgrades, Monday 24th September, 10am UTC, 3am PST, 10pm NZST

Sun, 23 Sep 2012 00:00:00 +0000

We’re happy to announce that this coming Monday we’re launching transaction filtering for PocketSmith. This allows for greater control over your transactions and merchants as they’re received by PocketSmith, with specified actions (renaming, categorizing etc) being performed on transactions which match your specified search criteria (e.g. merchant name includes xxx, amount is more than yyy). This has been oft-requested since the earliest days of PocketSmith, and we’re very confident that the long-awaited implementation has all the flexibilty required.

The release also includes the ability to perform bulk actions on Transactions and Merchants, based on the actions which are performed when filtering. So where previously the only bulk actions available have been to categorize merchants and transactions and delete transactions, with this release you’ll be able to rename, delete, mark as transfer and categorize en-masse. Another long-awaited enhancement!

Details of Planned Downtime

Some significant changes to the application database are required to get this feature live, so downtime of our application and database servers is required. We’ll be taking these servers offline for approximately 2 hours starting at 10am UTC, 3am PST, 10pm NZST on Monday the 24th September.

While we expect the required upgrades will take 2 hours, we are allowing a total of 3 hours of downtime. During this time, PocketSmith’s web and mobile applications will be inaccessible. We’ve targeted these times for the upgrade to occur as they are the lowest usage periods for the application.

We apologise in advance for the inconvenience caused by this downtime. Stay tuned to our Twitter account () for updates as we get back online following the upgrades.

Preview Screenshots of Transaction Filtering and Bulk Actions

Below are a couple of pre-release screenshots from the filtering and bulk actions features. Remember, not all the search options nor actions are displayed here!

James’ transaction filter list, with more to be added!

Adding a new filter to automatically manage car insurance payments.

The new options for Bulk Actions available on both the Bank Statements and Merchants pages.

Hope that you’re looking forward to seeing this up and running as much as we are! The structure and thinking behind how we do this sort of filtering has taken a long time to refine. As a feature that has been in the back of our minds since we first launched the simplest of bank transaction imports back in September 2008, we’re very pleased with how it has shaped up, and can’t wait to get it into your hands!

We appreciate your patience while we perform the upgrades this coming Monday. The PocketSmith you’ll log into afterwards will be significantly more flexible than previous :)

More flexible Cashflows and Personal Summary, updated mobile interfaces

Fri, 14 Sep 2012 00:00:00 +0000

The last few weeks have been busy for us here at PocketSmith. We’re currently finishing up an important and long-awaited feature which we will be releasing more information on soon. In the meantime we’ve a couple of smaller things to announce, with the introduction of better category controls for the Cashflows and Personal Summary sections and some user interface for PocketSmith mobile. Read on!

Hiding categories from Cashflows and Personal Summary

Sometimes it may not make sense to display all of your categories in your Cashflows and Personal Summary. Perhaps the category doesn’t affect your ongoing Cashflows, or it may not make sense to have a set budget against it - for example “Transfers” or “Withdrawal” categories.

Up until now, a merchant or transaction has been able to be set as a transfer, which prevents the associated debits or credits from being used in income and expense summaries overall. Because the Cashflows and Personal Summary areas are category based however, this approach doesn’t apply - extrapolating whether a Category contains transfer transactions is too error prone.

The solution is to allow a category to be removed from being displayed in the Cashflows or personal summary areas by clicking on an “ignore” icon which now appears when you hover over a category row, as shown below.

Hover over a row and clicking “ignore” in the Personal Summary or Cashflows pages will ignore that category. These can then be controlled from the Preferences area.

Once a category has been ignored for a particular page, it won’t appear in that page again - but you’re able to un-ignore the category by visiting your preferences area.

PocketSmith mobile user interface updates

The design and primary user interfaces of the PocketSmith mobile application has been updated. These focused on lifting thing visually, making key elements a but easier to use, and making assets retina-compatible as well. A few of the changes are shown below.

A couple of the updated screens from PocketSmith Mobile.

Stay tuned for the next feature announcement coming very soon!

More help, tweaked design, better preferences and improved Bank Feeds

Fri, 24 Aug 2012 00:00:00 +0000

Exactly a month since our last update! There have been a fair number of changes during the past 4 weeks, and below is a quick-fire screenshot summary of them.

1 New Page Introductions and Help Menu
2 New Widgets and Textured Feel
3 Remembering if the Graph is Open or Closed
4 Bank Feed Updates

We’re attempting to give a bit more help and information in the application, and provide quick-reference materials to learn from. While this wiki does an OK job at an in-depth level, broader reference material hasn’t previously been available.

Now you can get an Introduction and Help on each page using the pink lifebuoy on the right of the page, along with quick access to get in touch if you’re stuck. We’ll be improving on this moving forward, and also using these as entry points into more in-depth articles in the wiki.

Hovering over the pink lifebuoy on the right of the main pages will display a help menu relevant to that page.

An example of the introduction and help information available.

New Widgets and Textured Feel

Jason worked through about 4 widget designs in a couple of weeks, each better than the last. Now we’ve arrived here - nice and clean, they visually step to the back where they need to. After this last round of design updates, things are feeling a bit more tactile now.

Remembering if the Graph is Open or Closed

We now remember whether you’ve set the top graph to be open or closed on any particular page, permanently. Though not exciting unto itself, the new systems we have in place for this is an important step.

The next phase will be to remember the on-and-off status of each of your Calendars and Accounts in the widgets, and also allowing you to hide categories from your Personal Summary and Cashflows page. Stay tuned for more on these soon.

Bank Feed Updates

An important set of updates were released today, which enhances the managing of your bank feed connections. This new update:

allows you to edit and update your credentials on a per-account-type basis
provides more control over the individual account types you have connected
allows individual refreshing and removal of individual account types
clearer debugging information to help troubleshoot problems

There are a number of back-end changes that were rolled out with this update as well, which should make connections more reliable.

An example of the more detailed Connection Information in the Bank Feed overlay.

As always, we welcome your feedback, so do get in touch with your comments!

Google Federated Login introduced, login with one click

Tue, 24 Jul 2012 00:00:00 +0000

We’re pretty big fans of Google. Quite aside from search, we love their speedy browser Chrome and their nifty Web Store for web apps like ours (install our app here!).

And now, you can sign in to PocketSmith using your Google Account! If you’re a new user, this means you don’t need to create a separate PocketSmith account. For existing users, you get quicker logins, and still have the option of logging in via username and password.

Authenticating with Google Account is a start - we’re also looking at allowing your to sign-in via other authentication providers (e.g. Yahoo, Facebook etc). We’ll implement others based upon your requests - if you’d like support for another provider please let us know!

See here for more information about linking up to your Google account.

Database server performance improvements

Wed, 11 Jul 2012 00:00:00 +0000

We’ve made some significant improvements to the database server’s response speeds over the past week, meaning you may notice that PocketSmith has become a bit snappier. On the whole, we’re seeing between a 30% and 80% improvement for requests to the database from the application server.

These improvements were made following investigating a gradual decline in response times. As we expanded v2 of the application - firstly with adding the Bank Feed service, and then in adding PocketSmith mobile, things were getting slower - particularly the response times from the database server.

The performance improvements were made through server consolidation and tuning of the database server, as well as reviewing our database backup processes.

We’ll continue to monitor everything to ensure that things remain snappy - in the meantime if you notice that any page is loading particuarly slowly for you, please get in touch and we’ll investigate.

New "Accept pending transactions" option for Bank Feed service

Sat, 07 Jul 2012 00:00:00 +0000

The option to accept pending transactions has been added to each institution in your feeds! This has been a long time coming, and means that if your institution features un-confirmed transactions you’re able to make sure everything is always up-to-date.

More can be read about [pending transactions here][2], including more details on how they’re dealt with and cases when you may want to turn the option off. We’ve turned pending transactions on by default, so if your institution uses pending transactions then they’ll appear on your [Bank Statements page][3].

We thank everyone who has been affected by this for their patience while we got this feature built out; if you have any questions please [get in touch][4].

[2]: http://psmth.to/pending-tx (About “Pending” transactions) [3]: https://my.pocketsmith.com/transactions [4]: http://www.pocketsmith.com/about#contact (Get in touch)

User Interface Updates

Tue, 03 Jul 2012 00:00:00 +0000

We’re happy to announce a number of interface updates to PocketSmith that should improve your experience overall. We focused on:

Improving the widgets, and applying them consistently throughout the application
Tidier Bank Statements and Merchants pages
Increasing usability through better form design
Bringing some of the more important information to the fore, and hiding non-essential elements
Improving the slideouts

There are many other little changes too, but we’ll leave you to find them! These are the key ones to take note of.

1 Better widgets
2 Better slideouts
3 Improved New/Edit Event Window
4 Tidier Bank Statements and Merchants pages
5 Date slider controls in Bank Statements page
6 More evocative Goals
7 Where to from here?

Better widgets

The widgets have been redesigned to make better use of space, and best of all, it’s much simpler now to edit items within the widget.

Hover your mouse over the cog to access the widget’s menu. Clicking an option will trigger a slideout with the relevant form.

Notice the new ‘Scheduled balance’ indicator. This helps you quickly see how much you’re scheduled to have today. You may click this to edit today’s balance across all your calendars - which is similar to clicking on the balance at the bottom of a calendar day. This indicator displays your actual balances when viewing the calendar in Transactions mode, or when you are on the Bank Statements page.

Better slideouts

The slideouts have also been redesigned be more consistent in size and less visually clunky. They now appear from the edge of the screen rather than from the calling widget, and are more generous in terms of space. This sets the stage for more improvements to come in this area. Remember that you may hit the ‘Escape’ key at any point to close slideouts and modal windows.

The new slideouts are simpler in design, and offer more room to breathe.

Improved New/Edit Event Window

The overall window size is bigger, which is a step up from the slightly cramped environment in the previous version. Form fields have been grouped into fieldsets for better accessibility. The title and amount fields are also a bit larger.

Creating/editing an event is now a bit more interactive. As you enter the event’s details and choose a colour, the window title bar mirrors what the event will look like in the calendar.

Best of all, you will be alerted to the more prominent ‘apply settings to’ options (“Only this event / All events from start / This event and all future events”) once you begin editing, which means fewer mistakes when editing a series of repeating events!

The new event window is better organised, more interactive, and alerts you to changes in a series.

Tidier Bank Statements and Merchants pages

We have also brought the widgets to Bank Statements and Merchants, which means:

Clutter is removed from the top of the screen
You may now show/hide accounts from view using the same widgets/checkbox metaphor
The cumulative balance of active accounts is prominently displayed on the top left

The updated Bank Statements view: less clutter, better accessibility.

Date slider controls in Bank Statements page

We have brought this over from the Cashflows page, as it’s a quicker way to filter your transactions by date, as opposed to using a date-picker. Just click on the date at the top of the table to bring it up. Click on the date again to hide it.

The date slider lets you filter your transactions by date much quicker than before.

More evocative Goals

As the first of a planned series of updates for the Goals feature, we’re letting you personalise your goals a bit more by uploading larger images for display. This should make Goals a bit more fun to look at and aspire to :-)

This area is a work in progress, and we look forward to making more improvements on it in the coming months.

Upload an image that best depicts your goal, look at it often, and relish that feeling as you get closer!

Where to from here?

These updates have been in the works for the past couple of months, and we’re very pleased to be able to finally release them. We’ve got a vast number of things to be getting on with from here, and the top of the list is allowing pending transactions in the bank feed service (see here: [About “Pending” transactions][7]), which we expect will be live in the next couple of days.

After this, we’re going to progress onwards with our development roadmap. As always, we welcome your comments and questions - please [get in touch][8] with your thoughts!

[7]: http://psmth.to/pending-tx (About “Pending” transactions) [8]: http://www.pocketsmith.com/about#contact (Get in touch)

Mobile app fixes and Personal Summary updates

Thu, 21 Jun 2012 00:00:00 +0000

Hard to believe it has been a month since our last post! There have been major updates to the Personal Summary and the reliability of PocketSmith Mobile has been improved. We’ve got some other important updates being released over the next week as well, with user interface cleanups and setting up for some restructuring and streamlining of the app - we’ll post here once these are live!

PocketSmith Mobile Fixes

Firstly, bugs with long-term mobile app use have been solved - if you get logged out for not having used the application for sometime, you’ll now be taken to the Login page as you should. Previously, HTML caching meant that you may get stuck on a page with no data displayed until you manually navigation to an uncached page, at which point you’d be taken to the login page.

We’ve also fixed up the application for “Private Browsing” mode in Mobile Safari, which would cause the HTML5 local storage of your data fail silently previously. Using PocketSmith Mobile in Private Browsing mode is not recommended however, as offline functionality will not work and performance will be impacted.

Current Budget progress bars changes

The current budget progress bars on the main Personal Summary page are now functionally the same as those in PocketSmith Mobile - spending adds up towards the final amount and then displays as red if over budget. This provides better visualizations of overspending in each category.

Current budget progress bars on the main Personal Summary page

Personal Summary for categories

Any category will display in the Personal Summary, featuring average based information on the front page. Previously, the Personal Summary would only work if a category had been added to the calendar as a Forecast Event.

Non forecast event category row in Personal Summary main page

Clicking on “Show details” takes you to an adjusted Personal Summary graph, showing your spending per time period compared to your average for all transactions found. Forecast Events can be quickly created from the category information displayed by clicking “Add to Calendar”.

Category-only Personal Summary graph, with time-period detail inset

As always, please get in touch with any feedback or comments!

Personal Summary for any time period, plus CSV category assignments

Fri, 18 May 2012 00:00:00 +0000

One feature which was lost with v2 of PocketSmith was the ability to see how much you spend on any particular category for any period. In the consolidation we did of the PocketSmith v1 comparison graphs into the unified one in v2, we lost this very valuable piece of functionality. We’ve now released a re-imagining of examining your spending for any time period, utilising the new budget history graphs of v2.

We’ve also released an update which allows categories to be assigned directly from an uploaded CSV. Read on for more details on each of these features.

Personal Summary for any time period

Using the existing v2 budget graphs, we’ve added a “reframe” drop-down selector for each category. This allows you to switch the visualizations from the standard “Event Period”, through to using any number of months or weeks as the time periods.

As an example, below is the same period of time for a “Phone” budget, shown with three different periods ways.

The standard category Personal Summary by Event Period

Category personal summary shown by quarter / 3 months

Category personal summary shown by 6 weekly periods

It’d be great to hear what you think about these! We’ve made a few hard-and-fast decisions about the implemention (e.g. using only the calendar month, and always using the current month or week as the last of the sequence) and if you see anything strange about how we’ve executed, please let us know.

Category creation via CSV upload

This is of most use to new users, however if you have access to a CSV file with pre-assigned categories contained within it, you’re now able to automatically create Categories and have them assigned to the merchants created when you upload your transactions.

To do this, just upload the CSV file in question, select “Setup a new format” and select a “Category” column. This will then create a category with this name, and assign the Merchant to it if:

the Merchant is not already assigned to another category / Forecast Event
the category is not one of the ignored categories

This means that if you have an account in another personal finance application with categories in place, you’re now able to quickly get it imported into PocketSmith.

Thanks!

We just wanted to thank all the users who have given us feedback on the Mobile alpha over the past couple of weeks. With the above release, we’ll now be focussing our attentions on getting the Mobile app up to beta phase, addressing the items on the roadmap page. In the meantime, please feel free to get in touch with any feedback you have.

Application Server Upgrade + Downtime Sunday 20th May, 9am UTC, 2am PST, 9pm NZST

Thu, 17 May 2012 00:00:00 +0000

Our application servers will be taken offline to perform hardware upgrades this Sunday the 20th of May, at 9am UTC, 2am PST, 9pm NZST. We expect that there will be a total of 1 hour of downtime, with an allowance given for a total of 2 hours of downtime.

During this time, both the the main web and mobile applications will be inaccessible. We’ve targeted these times for the upgrade to occur as they are the lowest usage periods for the application.

The servers are being taken offline to perform hardware upgrades to allow an expansion of our capacity. This is required following the launch of the new mobile application.

We apologise in advance for the inconvenience caused by not being able to access PocketSmith during this time. Stay tuned to our Twitter account for updates as we get back online following the upgrades.

PocketSmith Mobile Public Alpha Release

Mon, 30 Apr 2012 00:00:00 +0000

All PocketSmith users are now able to access the Alpha version of PocketSmith Mobile! After many, many requests, we’re happy to be able to share this first cut of the new Mobile PocketSmith with you.

App URL:

Below are some screenshots of the application, with some noted highlights below. The balances have been jumbled up - rest assured you’ll see your real balances when you log in!

1 Mobile Dashboard: Balances and “Can I Spend”
2 Calendars and their Events
3 Accounts and their Transactions
4 Mobile Summary
5 Offline Support
6 Getting Started!

Mobile Dashboard: Balances and “Can I Spend”

First and foremost, we want you to be able to access your most recent Forecast and Actual balances immediately. Swipe on the balances area to skip to the next account, tap to go straight to the Transactions or Events pages.

“Can I Spend” allows you to see if you can afford to spend from one of your calendars, checking your forecast balances to see if you’d drop below a minimum balance. Combined with Bank Feed syncing and the soon-to-come Calendar to Account links, this will help stop you from impulse spending when you have that quarterly bill just a few weeks away!

Calendars and their Events

The calendars page features all of your Calendar balances in a list, and tapping on a calendar will take you to the Forecast Event list for that calendar. These types of lists (both Forecast Events and Transactions) use “Pull to refresh” to scan forward and backwards in time.

Feature to-do: editing and adding new Forecast Events with offline support (i.e. can be added when your device is offline, and will sync when it comes back online).

Accounts and their Transactions

Very similar to the Calendars / Events listings. We’ve included all the pertinent information regarding each transaction in one line, with the merchant description being truncated. We think it is important to see the whole amount and category over the merchant description!

Feature to-do: adding and editing new Transactions with offline support, editing focus on being able to quickly assign transactions / merchants.

Mobile Summary

A list of your current budgets, displaying how much you have spent against your Forecast Events within the current Event Period.

Feature to-do: extended details on each summary category. We’re considering allowing user configurable start and end dates, so you can expand the comparison period to any that you’d like.

Offline Support

This version of PocketSmith Mobile is offline-capable, but results can vary depending on how much the app has been used while online, how recently the mobile browser cache has been cleared, and whether the application has been added to the home screen or not.

Offline support has been tested on iOS devices, and we’re starting to compile some tips on how to ensure things work here: Tips for offline support in PocketSmith Mobile.

Getting Started!

Just point your browser at and log in to get started.

We’ll be implementing a formal feedback system soon, however for the meantime, any feedback via email you can provide would be great.

Thank you for your patience while we got the Mobile app to this stage. We know that many of you have been waiting sometime for this. We sincerely hope that this first cut has been worth the wait!

Bank Feed Service temporary outage resolved

Wed, 18 Apr 2012 00:00:00 +0000

The main queued-job processor on the Bank Feed Service failed for 8 hours today. At 7:30am 18th April NZST / 3:30pm 17th April EDT an application job process ballooned in size, which resulted in monitoring software being shutdown, along with the job processors. Because the process monitoring software running on the server itself was down, this went unnoticed until this afternoon.

This means that during the 8 hour period between 7.30am - 3.30pm Wed 18th April NZST / 3.30pm - 11.30pm Tue 17th April EDT the Bank Feed service wouldn’t have been returning requests for account updates and addition etc.

We’re reviewing our monitoring configuration to prevent this from happening again, on a server level (to ensure the job processes can’t and won’t bring everything down around it) and on an overall systems level (so we’re thoroughly and repeatedly alerted if the monitoring software itself goes down).

PocketSmith Mobile Alpha update

We’ll be dropping a line to people who are interested in joining the new PocketSmith mobile alpha by this weekend - if you’d like to be involved, please get in touch with us!

Bank feed transaction amount changes, mobile application progress updates

Sun, 08 Apr 2012 00:00:00 +0000

Updates have been deployed to both the Bank Feed service and PocketSmith, improving the way transaction signs are dealt with (i.e. positive and negative values). In addition, a problem with returning all transaction set when selecting “Clear account from first transaction?” option in the Feeds overlay has also been resolved.

We’re also making significant advances towards the alpha release of the new PocketSmith Mobile application. For more details on all of these updates, please read on.

Transaction Signs and Reverse Values from the Bank Feed service

The way that the Bank Feed service and data provider deals with positive and negative transactions has found to not been consistent. While we’ve been advising people in the past to use the “Reverse amounts” option in the edit Transaction Account form (My Accounts widget > Manage > Edit) it has been found that this does not cover all possibilities that arise.

Previously, “reverse amounts” is used when uploaded Credit Card statements have the incorrect sign used in the uploaded file (i.e. downloaded OFX or CSV bank statements). When importing, this option reverses all amounts for transactions being imported - making positive values negative and vice-versa. It was found that while this approach works well with uploaded bank statements, it doesn’t work as well with the Bank Feed service due to differences in the source data.

The problem has now been resolved, through extracting more information about the transaction from the data provider, and using it to correctly set the transaction sign within the Bank Feed service. We now determine whether or not the transaction is marked as a debit or credit, and always return the correct transaction sign based on this - regardless of the positive or negative sign that the data provider has given the amount.

Changes to existing accounts and transactions

The “reverse amounts” option for bank-feed-connected transaction accounts is now not required - whether a transaction is positive or negative comes directly from whether it is flagged as a “debit” or “credit”. This means that all bank-feed-connected accounts have had the “reverse amounts” option turned off, as amounts are correct when received from the source. This option is still valid and recognised, so it can be re-activated for accounts, however there should no longer be any cases where this is required for bank feed connected accounts.

In addition, we’ve run a script to correct the signs on existing transactions from the Bank Feed service, so that all transactions are now correct positive or negative amounts, based on being flagged as “debit” or “credit”. Account balances were also recalculated from the original starting balance set from the Bank Feed service in these cases.

If you have any questions at all about these changes, please get in touch with us.

Returning all transactions when “Clear account from first transaction?” selected

It was discovered that when assigning a Bank Feed service account to a PocketSmith transaction account in the feeds overlay, the “Clear account from first transaction?” option was not forcing the Bank Feed service to return all transactions that had been found - it was still returning only the most recent dates instead of absolutely all transactions available.

This error has now been fixed, and if you assign or re-assign a Bank Feed account to a Transaction Account, all transactions found in the bank feed service will be requested and received.

PocketSmith Mobile progress update

Development of the new HTML5 PocketSmith Mobile is going well, and we’re gearing up to pre-release an early version of the application in the next week.

We’ll be getting in touch with a few select users to try out the mobile application in the first instance - if you are interested in being one of the very first to have a look at the first cut, please get in touch and let us know!

Multi-factor Authentication field display improvements deployed

Tue, 27 Mar 2012 00:00:00 +0000

We have worked through a number of issues around how we process multi-factor authentication security information received from the Bank Feed service. After the recent release of being able to add multiple logins at one bank, it was found that the existing processes resulted in a jarring experience. The multi-factor security information forms were often being hidden before they were able to be completed.

The updates involve reworking how we deal with expiry of multi-factor security information forms, but the most obvious front-end change is the prevention of over-reloading of a bank’s information in the Feeds overlay.

Now when security information is received, the form will be inserted into the Feeds overlay without reloading all bank information. In addition, the bank will also not be reloaded following a completed request from the Bank Feed service if there is currently a security information form available for completion - for example after a successful refresh of another login at the same bank.

In summary, security forms will now always remain on display if they need to be completed, and each additional form received will be added to the relevant area without reloading all bank information.

Alert adjustments and time zone bug fixed

Wed, 21 Mar 2012 00:00:00 +0000

Some minor changes have been deployed which affect how alerts display on the Dashboard, and how the scenario minimum balance functions. In addition, a time zone bug was identified and fixed with the displaying of the budget event period start and end dates.

Read on for more information on these changes.

Critical alerts now displayed on Dashboard by default

Critical alerts will now always display on your Dashboard by default. Previously, all alerts were hidden from the initial view, and the “Critical” menu item to the right of the “Alerts” title bar that appears at the top of the Dashboard had to be clicked for the alerts to be shown.

Now, any critical alerts will be the first thing that you are displayed at the top of your Dashboard. Other alert types will still be hidden by default.

Calendar minimum balance feature adjustment

The scenario minimum balance alert has been changed to only alert for when the minimum balance level is reached from today onwards. Previously we displayed the first alert of the month, even if that first alert was before today. Being alerted about reaching the minimum balance at the start of the month doesn’t make logical sense, when only today forward matters with respect to this feature.

Time zone / budget event period bug fixed

A time zone bug in the calculation of budget event periods has been deployed.

We had been erroneously displaying start and end dates that were being calculated with respect to the server time (New Zealand standard time), instead of the user’s local time zone. This meant that in some time zones, the current event period would be considered as ended, although it was only scheduled to end today.

The event period start and end dates will now adhere strictly to the user’s set time zone - if you notice any discrepancies with this, please get in touch.

Multiple logins at one bank, robust login form handling, wiki links make appearance

Thu, 15 Mar 2012 00:00:00 +0000

A number of updates have been deployed in the past few days. Firstly, the Bank Feed service now accepts multiple logins at one financial institution, and has had some login form handling tweaked. In addition, we’ve started to include relevant links to the PocketSmith Wiki within the parts of the application.

Read more about each of these updates below.

Multiple logins at one bank

Previously, the Bank Feed service has only accepted one set of credentials at a single bank. This meant that if you had multiple logins or account at the same institution, you’d only be able to connect one set of accounts to PocketSmith.

As well as an adjusted per-bank menu in the Feeds overlay, an “Add Credentials” option has been added. When you select this option, the login form will be displayed for the bank again, and you can add more credentials for the institution. Once this has done, you’ll be able to start syncing the new accounts found to your PocketSmith.

Currently the messaging system is not optimized for displaying the status of multiple credentials. This means that after adding credentials, only your older accounts may appear, although your new credentials are being checked and new accounts found. Just give things 5 or so minutes, then check the Feeds overlay again. We’ll be resolving this problem in the coming days.

We’ve made adjustments to how we handle the login forms received from the data provider to be more robust when non alpha-numeric characters are included in login fields and institution names. If you’ve been having trouble adding your institution and it has a non alpha numeric character in its name (for example, “BB&T”) please try again - all problems should be now resolved.

Wiki links make an appearance

You may notice “info” images such as appear within the application. These indicate that there is a wiki article available which further explains the item that the image appears next to - click on it to be taken straight to the relevant article here.

If you find a particular area lacking in explanation, or if you expected to see a wiki image somewhere and didn’t, please get in touch and let us know.

Image multi-factor type (captcha's) now supported

Tue, 06 Mar 2012 00:00:00 +0000

We have further enhanced multi-factor authentication in the Bank Feed service, and image-based security information is processed correctly.

This means if your institution requires a captcha image on login, this will now be displayed in the Feeds overlay or in the security information pop-up that appears when the required information is received from the Bank Feed service.

With this release, the Bank Feed service now supports all multi-factor authentication types available through the data provider! This is an important milestone towards getting the Bank Feed service out of beta status.

Right now, we’re focussing on allowing multiple logins at a single institution to be added - we expect the launch of this feature (finally) in the next few days. As always, updates will be post here on the product blog.

Beyond this, we’ll be pushing forward on the overall stability and reliability of the Bank Feed service over the coming weeks, so any bug reports or feedback overall will be very gratefully received!

Event Chain bug patched, solves Personal Summary problem

Mon, 05 Mar 2012 00:00:00 +0000

An issue was identified which led to the incorrect representation of forecast events with complicated repeat patterns in the Personal Summary.

When there were multiple repeating forecast events with the same title set to repeat in unison (e.g. two separate monthly income events with the same title), the event period dates were being incorrectly calculated. The bug also affected other Event Series patterns, such as adjustments to dates to be shifted from a certain point forward.

When affected by the bug, an event period would display too many assigned transactions. This led to incorrect total amounts being shown in the Personal Summary category view.

The fix is now live, and all personal summary category information should now be correct. If you notice any issues or inconsistencies, please get in touch with us.

All loan accounts now correctly displayed in Bank Feed service

Tue, 28 Feb 2012 00:00:00 +0000

An issue was identified with how Loan accounts were being displayed in the Bank Feed service. If loan accounts were to appear, there would generally only be one, and account numbers were showing to be incorrect.

We have updated the methods that we extract loan accounts from the information that the data provider gives us, and everyone should now see all of their loan accounts shown in the feeds, along with correct and complete information.

If you find that you have some accounts missing in your feeds please get in touch and let us know.

Updates for complex login forms from bank feed service deployed

Mon, 27 Feb 2012 00:00:00 +0000

Updates have been performed on the Bank Feed service which has enhanced the reliability of credential checking for complex login forms. Institutions and banks with more advanced login forms that may have failed previously will now be able to be successfully added to the Bank Feed service.

Background

While the majority of institutions use relatively simple fields in their forms to login to online banking, some use more advanced variations which need to be processed in a different method than normal. These form fields go beyond normal text and password fields, to having other elements such as drop-downs and single fields that have been broken up into multiple parts. For example, some institutions require a date to login with drop-downs and text fields combined, or ask for a Social Security Number in separated fields.

The Bank Feed service has been upgraded to feature newly re-written advanced form processors, which respond differently when required by new form types. Everything is far more flexible now, and new types which are encountered into the future will be able to be added more easily than previously possible.

If you find that you are not able to authorise against your institution, or are stuck on “Adding your bank to the automatic bank feed service…”, please get in touch with us, and we’ll get to the bottom of the issue.

Manual (cash) account balance fixes, account form balance display adjusted

Sat, 25 Feb 2012 00:00:00 +0000

Updates have just been deployed which fix an issue with balance calculations for Transaction Accounts, with symptoms being particularly prevalent with newer accounts with few transactions. The issue was also more apparent when transactions were added to the account manually.

The issue revolved around the logic used when calculating balances from a balance reset or for the first few transactions being entered, with the synchronization between the starting balance entered against the Transaction Account failing.

This has now been resolved, and balances are correct when first creating a new Transaction Account, and also when resetting the balance for an existing one.

Transaction Account Edit Form changes

There have also been changes to the Edit form for accounts as well (My Accounts widget > Manage > Edit) which removes some of the simplification we were doing in the balance area. We now display the raw starting balance and starting balance date that has been set against an account, whereas previously we inserted the calculated current balance and balance date into the form.

While we endeavour to hide complexity such as “starting balance” etc moving forward, at the moment we believe it is important to give our users fine-grained controls and an understanding of how everything works, until we develop user interface elements that progressively introduce complexity. What we found is that introducing a half-way solution - over-writing form values - results in a jarring experience.

In this case, automatically inserting the calculated closing balance meant that resetting the starting balance in the Account form appears to “not stick” - because the calculated current values would be re-inserted again after saving the account.

Now we display the calculated balance explicitly below the raw starting balance fields, for reference. Users are able to change starting balance and starting balance date however required, and all transaction balances will be recalculated based on entered the entered values.

Pending transactions now ignored in the bank feed service

Sat, 18 Feb 2012 00:00:00 +0000

Since the launch of the Bank Feed service into beta, there has been an issue with the volume of “Pending” transactions for some banks. This meant that some accounts had transactions appear a number of times, with up to 3 duplicates in some cases.

This has now been resolved, and “Pending” transactions are now ignored by PocketSmith, although they are still stored in the Bank Feed service. More work will be performed in this area in coming weeks, with options to allow the inclusion of Pending transactions from the Bank Feeds service.

Extended information on what “Pending” transactions are and how we deal with them (as well as the future plans) can be found at the wiki page [About “Pending” transactions][1].

[1]: http://psmth.to/pending-tx (About “Pending” transactions)

Multi-factor Authentication now in public beta

Wed, 08 Feb 2012 00:00:00 +0000

We’re delighted to be able to launch multi-factor authentication for the Bank Feed service into public beta! It has been very challenging to get to this stage, however the beta phase of Bank Feed service’s handling of this extended authentication type is finally functioning and ready for release.

This means that everyone will now be able to add financial institutions flagged as featuring multi-factor authentication, which could either be additional security questions or a changing security token. You can read more information on multi-factor authentication here.

We will be getting in touch with all users who told us they’d like access to multi-factor authentication institutions soon, however if you’re reading this feel free to jump in and add your institutions now!

As always, please get in touch if you have any questions or hit any issues.

Webcal exports for Forecast Calendars available again

Tue, 07 Feb 2012 00:00:00 +0000

The required changes and adjustments to the webcal export feature have been completed! This sees everyone able to access their Forecast Calendar data in external calendaring applications, such as Google Calendar, iCal on Mac OS X, Mozilla Sunbird and Microsoft Outlook.

To get your unique webcal export URL, head to and log in. You are able to set which calendars you’d like to subscribe to individually, or you can subscribe to all of your calendars at once.

Future Export Options

The new system of calendar exports provides room for flexibility into the future. This means that we can start to include more Webcal-exported PocketSmith data, such as:

Transaction data for selected accounts
Balance-only for each of your calendars / accounts - both forecast and actual
Budget information: budget history and current budgets remaining

If there is other data you’d like to see exported from PocketSmith into your calendar applications, please let us know!

Goals area fixes and adjustments; MFA in days, HTML5 Mobile App in weeks

Wed, 01 Feb 2012 00:00:00 +0000

A few bits of news in this piece - the last two weeks of pushing away means we now have progress reports on two core features and the release of an overhaul of a third. Onwards!

Goal fixes and adjustments launched

The Goals system has required some attention since we launched v2; there were bugs present, and we weren’t entirely happy with the logic behind how a “contribution” to a goal worked.

This has now been re-written to be more logical, focussed, and aligned with the direction we’d like to take Goals. Below is a quick summary of the changes which have been made.

Goals can be saved for by creating a regularly occurring Contribution and / or an Income Deduction, instead of just the old Income Deduction
Editing these details in the Goal form into the future now conforms to strict logic.
The income selection for an Income Deduction is now entirely title based. This means if you assign the Goal to deduct from “Salary”, every income in the calendar with “Salary” as the title will be deducted from, no matter if part of the same event series or not.
Contributions and Deductions can now be edited directly in the calendar view like normal calendar events to allow one-off adjustments and fine-grained tweaks
Logic around calculations and the association between a Contribution / Deduction and its Goal has been tightened up

Everyone’s existing Goals have been transferred to the new structure, so you won’t have to re-select your Income for the Deductions.

Multi-factor Authentication Update - public beta in days

The private alpha release of MFA is going well, however we have a number of essential changes and fixes to make before the public beta release.

We’re endeavoring to get all of these completed by next Monday the 6th of February at the latest, with a hoped-for target date of before Friday this week. We know that many of you have been waiting some weeks for multi-factor authentication support, and we thank you for your patience. We’ll post to the product update blog as soon as the public beta has been launched.

PocketSmith Mobile done properly - HTML5 mobile app alpha launch in weeks

We’ve fielded many, many requests for a mobile version of PocketSmith, for Android, iOS and other devices. As a small company, it is unrealistic to develop and support a native app for each platform - so for the moment, we’re not going to.

Instead, we’re going to push heavily in the direction of a unified, HTML5 mobile web app. Taking advantage of the latest mobile browsers and HTML5 means we’re able to give you an experience extremely close to that of a native app, in your mobile browser, with or without a connection to the internet.

We’ll release more details as things progress, however based on what we have been able to do so far - we’re all very excited!

All loan accounts now showing in bank feed service

Tue, 17 Jan 2012 00:00:00 +0000

An issue was identified where some accounts were not being identified by the bank feed service, particularly Loan accounts. This was due to inconsistencies we hadn’t experienced before with the way that the accounts were being returned by the data provider.

This has now been resolved, and all Loan accounts should now be displaying correctly in the feeds overlay the next time you login to PocketSmith.

If you find that any of your accounts or loans that are displayed in your internet banking interface are not shown in the Feeds overlay, please get in touch and we can investigate.

Balance Updates for Bank Feeds and Transaction Accounts

Thu, 12 Jan 2012 00:00:00 +0000

We’ve implemented some updates relating to balances for actual transactions, adding new functionality and fixing a bug in the bank feed service. In summary:

The balance date for a Transaction Account can now be set along with balance amount, enabling accurate adjustments and work-arounds for transactional data oddities
Balances from the bank feed service can be selected and applied to linked accounts from the Feeds overlay
The balance will no longer be force-reset after an update from the bank feed service.

More details on each of these changes can be found below.

Transaction Account balance setting updates

More complete control has been provided in the main Edit Transaction Account form (My Accounts widget > Manage > Edit), and the logic which processes changes in balances has been extended and enhanced for flexibility.

The balance date can now be changed as well the amount, which allows adjustments to be made to account for any range of situations. Balances will be adjusted by the difference found between the old and new end-of-day balances for the date in question.

This feature can be used when transactions are not cleared for a few days - you can set a known balance as at a particular date, or if a balance adjustment is required due to repayment of an overdraft.

Bank Feed balance updates

Firstly, a bug was fixed where using the “Update account” button would reset the balances of the Transaction Account associated with a bank feed account. This has now been fixed, and balances will now remain stable throughout bank feed updates, and will only be adjusted when you do so, manually.

Secondly, synced and linked bank feed accounts are able to have their balances set from the Feeds overlay, utilising any of the balances which are available for that account from the bank feed service. You can read more about this feature on the page for Setting your account balance from the Bank Feed service.

Bank Feed "Auto-categorize transactions where possible" now optional

Wed, 11 Jan 2012 00:00:00 +0000

An update has been made which allows you to choose to ignore the automatic categorization given by our Bank Feed data providers. Users and ourselves have found that the quality varies greatly, and for established users they are generally more of a hinderance than a help.

For more information on auto-categorization and how it works, see Automatic Categorisation for the Bank Feed Service.

PDF Invoices available again

Mon, 09 Jan 2012 00:00:00 +0000

Since the launch of PocketSmith v2, PDF invoices have not been available for paid-for accounts. Previously, simple invoices were provided for each subscription payment that was made against your account.

These are now available again, and all users will be able to access invoices for each of their payments from the Account Overview page available here: . These include some enhancements as well, such as GST adjustments for New Zealand customers.

You’ll also find that the list of payments is now more useful as well, with pagination and sorting abilities available.

Bank Feed Service in Public Beta, MFA Support Coming

Sun, 08 Jan 2012 00:00:00 +0000

The PocketSmith Bank Feed service is now available to all New Zealand and US users on an upgraded plan! This beta service allows transaction data to be streamed from your bank straight into PocketSmith, using industry leader Yodlee’s services to provide bank connectivity (). All you need to do to get searching is to click on the new “Feeds” button that appears on your “My Accounts” widget on the right-hand-side of the calendar and dashboards.

We consider this to be the public beta of the Bank Feed service. It has been a long road to get to this stage, and development still continues on issues and oddities that crop up. As things are adjusted and fixed, we’ll be updating this product blog - also check out the “Bank Feed Status” tab in the Feeds overlay. As issues are resolved, and others identified, they will be noted in this area.

Multi-factor Authentication Support

At the moment we only support those institutions that use a simple username / password combination for logins. If you log into your financial institution and are then asked security questions or to enter a token code or similar, then you will not be to authenticate at the moment. Support for MFA is expected to be launched in February 2012, however we do have a list of beta-users for this feature that we’re curating.

Note that many institutions - particularly large ones such as the Bank of America, allow special access to our data provider. So be sure to search for your institution, even if you know they use multi-factor authentication.

And thanks to you all!

We’d like to thank all of our users who have supported over the past 3 years, especially those who made bank feeds possible through choosing an upgraded plan. Without the support of all of our paying users, no-one would be able to access bank feeds. Thank you all so much for your kind words, support and patience as we reached this critical milestone for PocketSmith.

Version One iCal Export Functioning Again

Sat, 31 Dec 2011 00:00:00 +0000

Following the release of PocketSmith v2, we temporarily removed iCal / Google Calendar exporting. Due to the completely new forecasting engine in v2, everything needed to be overhauled from the ground-up.

This overhaul has now been completed, and version one users will be able to access their old iCal export links and Google Calendar will start syncing again.

We have deprecated this old version of calendar exporting, and new users who created their accounts since the v2 launch will not have access to this old style of export by default. **If you are a new user and would like to access the deprecated ical export, please get in touch with us **. If there is demand, we may make the old style of calendar export available for everyone again - let us know if this is something you’d like to see.

This also heralds the start of the new and improved calendar exporting functionality. Based on the advancements made with v2, the exporting will be far more powerful and flexible. We’re thinking; budget category statistics exported with your forecast events, representation of transactions for the past as well and better filtering for excluding calendars / accounts. If you have any ideas, feel free to add them to our Uservoice forum at .

Happy New Year!

Cashflow Transfer Forecast Event Bug Fixed

Fri, 30 Dec 2011 00:00:00 +0000

We’ve deployed a patch for a bug which was identified in the Cashflows page, where the rows for both the income and expense parts of a transfer event would be mis-assigned to the wrong calendar. The issue was because the cashflow rows were always being assigned to the first calendar which had any forecast event with the same title in it.

For example, if you have a “Repayment” transfer event going from a Checking calendar into a Credit Card calendar, then both the income and expense amounts for “Repayment” would appear in one of the calendars only - the one that was created first.

The fix means that we check that the category and type (income / expense) matches the first calendar found, and if not, we find the one that does.

So, given that the first calendar is Checking, and we’re adding an cashflow income row for “Repayment”. We find that the “Repayment” forecast event in the Checking calendar is an expense, so we look for a calendar with a “Repayment” income forecast event and use that - and we find it in the Credit Card calendar.

A caveat with this fix is that if you have two calendars with forecast events of the same title and type, then the cashflow row will again only show in the first of these calendars.

For example, both the “Credit Card 1” and “Credit Card 2” calendars have a “Repayment” income forecast event going into them. In the cashflow statement, the figures will only show as assigned to “Credit Card 1”.

The fix for this issue is complicated and in depth, and requires some re-writing of some core areas (as we’d need to combine numbers within a cashflow row, depending on the selections on the right hand side - instead of showing / hiding them).

So for the moment, one work-around is to name each of the categories (“Repayment”) to be different for each of the calendars (“Repayment CC1”, and “Repayment CC2”). Another alternative is to ensure that the calendars affected are both activated (e.g. “Credit Card 1” and “Credit Card 2”) when viewing the cashflows for either, ensuring the numbers will be correct.

Forecast Reload Notification System Update

Thu, 29 Dec 2011 00:00:00 +0000

The part of PocketSmith that deals with the reloading of your forecast has been re-built, based upon feedback. Some users have had intermittent communication problems with the third party notification service PocketSmith uses - when this happens, forecasts don’t appear to ever reload as the internet browser never gets notified that the forecast reload is complete.

We recognise our error in relying on a 3rd party service for a critical part of PocketSmith. Providing user feedback as soon as possible is paramount, and the previous system did not provide the best experience for all users.

All notifications around forecast reloading is now rebuilt to be in-house. While we continue to use the 3rd party notification service for longer running processes such as the Bank Feed Service, we don’t rely on any external connectivity or service for the reloading of your forecast.

The forecast reload process is snappier, and those users who have experienced issues due to being behind firewalls or other errors will now have their forecasts successfully reload without issue.

Bank Feed Account Number Dependency Update

Wed, 28 Dec 2011 00:00:00 +0000

The PocketSmith Bank Feed service was updated today with a new method of detecting valid accounts from the information given by our data provider.

Until now we’ve relied upon a unique account number being provided, and the Bank Feed Service would select accounts as “valid” based on this account number - taking only the first account that appears. Unfortunately in the real world this meant that some actual accounts were incorrectly ignored. We now use the given account id provided verbatim meaning no accounts are skipped.

This does mean that some users will have duplicate accounts showing in their Feeds overlay, most frequently in places where our data provider is not yet well established (e.g. Westpac in New Zealand exhibits this issue). If you encounter multiple accounts, you are able to:

create all accounts from the Feeds overlay, and verify which ones function correctly
if they all have transactions appear, unassign / delete accounts which appear further down the list
if only some of them have transactions, delete the ones that do not have any

Although the duplicate account situation outlined above is not ideal, we feel that it is better to display all possible information given to us by our data provider.