PocketMoney - checkbook, budgets, expenses
By Catamount Software
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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 3.0.7
Fix bug that caused transactions to switch accounts.
Added backwards compatibility with iOS 3.1.3.
Fixed bug causing crash when deleting split.
Fixed display bug of date for right to left languages.
Customer Reviews
Works like a check book - remember those?
Mildly complicated to use. Doesn't appear to have an export function. Cannot set up budgets and assign/monitor those expenses. Basically you set up an "amount" in an "account" (ie your checking account or credit card balance) then add "transactions" via "withdrawl"or "deposit". Some graphing features. If you want an electronic check book, then this is your bag. Otherwise save your $9.99 for something else.
HORRIBLE - Not what I expected and it Crashes!
This application is NOT worth the $10. I was expecting online bank access but it's just a record keeper. I usually have 5-10 credit card transactions and cash transactions a day not to mention interest on savings, i would have to spend an hour a day manualy updating it for it to be accurate... Come on, it's an iphone- make it talk to my bank to enter those things for me!
Oh, and in the first 30 minutes it's crashed 3 times while I was trying to enter transactions >:I
I had problems with this app...
This app doesn't even work... it opens up a blank screen on the iPhone, then after about five seconds dumps me back to the home screen. I reported the problem and was told to take it up with Catamount's support. But Catamount doesn't have a support system, just a user's forum. I wouldn't recommend this app.

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$4.99
- Category: Finance
- Updated:Jun 28, 2010
- Current Version:3.0.7
- 3.0.7 (iOS 4.0 Tested)
- 4.3 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 3.1.3 or later.
Top In App Purchases
- 1Photo Receipts$0.99
- 2Charts$2.99
- 3Themes$0.99
















