PocketMoney - checkbook, budgets, expenses
By Catamount Software
View More By This DeveloperOpen iTunes to buy and download apps.
Description
Take control of your finances today with PocketMoney. A powerful yet easy to use personal finance manager, PocketMoney lets you track your cash flow, understand your net worth, and improve the overall health of your finances on your iPhone, iPod Touch, or iPad.
[Version 3.1 is in the works. It will add the ability to sync multiple iOS devices to each other or to our upcoming desktop application.]
[SUPPORT: e-mail support@catamount.com. We can't help you if you post your issues as reviews.]
The system is simple, and a minute a day using PocketMoney will help you navigate through the pitfalls of the current economy.
► Start by entering all your income and expenses as they happen across multiple accounts such as credit cards, savings, and checking accounts. PocketMoney can track thousands of transactions through many years of financial data with no performance loss. Transactions can be split across multiple categories, transferred across accounts and can also be scheduled to occur at regular intervals.
► PocketMoney makes this really easy by remembering previous transactions and auto-completing them as you type.
► Analyze your overall financial health by using the built-in reporting features of PocketMoney. Charts can help you visualize overspending and target areas to cut back. Furthermore, your data can be exported to desktop applications such as Microsoft Money and Excel.
► If you use Quicken or MS Money, then you can export your desktop data to PocketMoney, enter data on the road, then export changes back to your desktop app via QIF files. (Quicken Essentials doesn't support QIF exports/imports.)
Features Include:
Accounts
✔ Unlimited number of accounts and transactions
✔ Accounts include credit cards, checking, overdraft, savings and more
✔ Proven performance and responsiveness
✔ Repeating transactions with complex logic
✔ Autocomplete transactions
✔ Splits and Transfers
✔ Reconcile and rollup your accounts.
✔ Photo receipts (Optional Add-on)
✔ Current, future, cleared balance displays
✔ Customized account ordering, grouping and graphics
✔ Customized transaction entry preferences
✔ Custom filters
Budgets
✔ Income and expense budgeting
✔ Daily, Weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-annual, and annual budgets
✔ iBeam to show current location of budget period
✔ Budget bars for each category
Reports and Charts
✔ Custom reporting for Accounts, Categories, Class and Payee
✔ Charts (Optional Add-On) - Net Worth, Cash Flow and Category/Payee graphs
✔ Custom reporting and charting periods
Interoperability
✔ Email, web browser and SyncDocs backup/restore
✔ Keep partner in sync by emailing transaction to them.
✔ Transaction and photo sync between multiple iPhones
✔ Import - TDF, CSV, QIF, OFX
✔ Export - TDF, CSV, QIF
✔ PocketMoney’s iReceipt open standard allows other applications or websites to post transactions directly to PocketMoney to eliminate redundant data entry. (iReceipt supported by MPG, CheckPlease, BillMinder, and others)
Usability
✔ Multi-currency
✔ Multilingual (15 different languages)
✔ Password protection
✔ Transaction search
✔ Themes, Fonts and colors (Optional Add-on)
✔ Visually Impaired friendly
✔ Badge display for overdrawn accounts
What's New In Version 3.0.8
New stuff:
• "Keep the Change" added to transfer the change of the current transaction to a specified account.
• Option to link/unlink the id field of transfers.
• Operators are shown for calculations in amount fields when using calculator keypad.
• Update icons and graphics for Retina Displays
• Options for clearing splits and not filling in the amount during auto-competes of transactions has been added under PocketMoney's Settings > Miscellaneous.
• Photo receipts are backup when using SyncDocs.
• Download QIF/OFX/QFX files through Safari or Mail and open them with PocketMoney, no longer requiring a desktop computer to download you bank statement before you import it into PocketMoney.
New stuff for purchasers of the Charts In-App-Purchase:
• Added a month-by-month report so you can visualize your spending by month. A good way to use this report is to first run a Category Report, then drill down into a category like Utilities, then run the Month-By-Month report and look at your monthly spending over the course of the year. Spikes in your spending will pop right out at you.
Fixed bugs:
• Password screen engages correctly on multi-tasking devices so your data can't been seen.
• Importing amounts in QIF files fixed.
• OFX import matches more existing transactions.
• Calculator keyboard back for iOS 3.1-3.1.3 users.
• Other minor bugs fixed.
Customer Reviews
No
Not really user friendly and should have listened to other posts about having to purchase additional things to fully utilize this app. Not recommended.
Export to OFX ?!?!
Yes it says u can export changes to quicken through .qif , but quicken states it doesn't accept .qif since 2005 version for checking, credit, ect. Accounts. Only accepts .ofx. Please update to fix this issue! With the exception of this one BIG problem... The app is wonderful.
It just works
I use it every day and have tried most of the others and this is still the best. I also love the billminder integration. The new update is great!!!!
- $4.99
- Category: Finance
- Updated:Aug 23, 2010
- Current Version:3.0.8
- 3.0.8
- 5.2 MB
- Languages:English, Chinese, Danish, French, German, Greek, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish
- Seller:Catamount Software
- © 2010, Catamount Software
Requirements:Compatible with iPhone, iPod touch, and iPad. Requires iPhone OS 3.1 or later.
Top In App Purchases
- 1Photo Receipts$0.99
- 2Charts$2.99
- 3Themes$0.99
