Features and options currently available to Beta testers
When a new PocketSmith feature is released it may be put through a Beta phase. This phase allows interested users to test and provide feedback so that unexpected bugs, or user experience issues, can be resolved before the feature is fully released.
PocketSmith features and options that are currently available for Beta testing are:
AI Tasks
Use AI to gain insights and take action on your PocketSmith data. Learn more: AI Tasks in beta.
Safe Balance 💰
The Safe Balance feature adjusts selected balances to account for budgeted income and expenses that are planned but haven't happened yet, giving you a safe-to-spend balance. Learn more: Safe Balance: Overview
Change colour theme 🎨
If you're not a fan of PocketSmith's purple, you can change the colour theme to a more neutral palette. Learn more: PocketSmith's color display
Rollover Budgeting
A rollover budget allows under-spent / under-earnt or over-spent / over-earnt amounts to be carried over from one budget period to the next. Learn more: Rollover budgeting
Categorise by Merchant
A quick and easy way to categorise transactions, particular when you have a number with the same merchant reference.
Joining the PocketSmith beta testing program
You can become a beta tester with the following steps:
- Head to User Preferences (Profile menu > User preferences)
- Select Beta Settings from the left menu and tick the checkbox Yes, I want to see beta features as they become available
- Click Save
