PocketMoney - checkbook, budgets, expenses
By Catamount Software
Open iTunes to buy and download apps.
Description
PocketMoney gives you the most features, at the least cost, in an effective user interface. Find out why AppAdvice.com says: "The app is easy to use that in fact, it is fast-becoming my most-used app on my iPad."
Need to track your finances on multiple iPhones, iPads, iPods or desktops? PocketMoney can do that, too. Sync multiple iOS devices together over Wi-Fi or to the PocketMoney desktop app on OS X, Windows, and Linux (www.catamount.com).
[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
✔ Current, future, cleared balance displays
✔ Customized account ordering, grouping and graphics
✔ Customized transaction entry preferences
✔ Custom filters
Syncing
✔ PocketMoney Sync Client - sync your finances over Wi-Fi to PocketMoney for Desktops (www.catamount.com for OS X, Windows, & Linux versions).
✔ PocketMoney Sync Server - (Optional Add-on) -keep your data in sync over Wi-Fi between multiple iOS devices without the need for PocketMoney for Desktops.
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
✔ Visually Impaired friendly
✔ Badge display for overdrawn accounts
What's New in Version 4.0.3
Updated switches to iOS 5 style switches
Customer Reviews
I'll Never Return To Paper!
MY #1 MUST HAVE APP
Sorry for the length of the review, I feel this app was worth every penny and you get some bang for your buck and I want to clearly express why I will never return to a paper register again and this is the best money tracking app I've found! I tried several financial tracking apps before this one but I really love this app, it's my favorite and I COULDN'T live without it so I was absolutely SHOCKED to find so many poor reviews!
I have been using this app since approximately October 2010 and couldn't be happier! There were some bumps in the road, like when all my data was accidentally deleted back in Dec 2010 but this is by far the easiest way to track finances I have ever found! Who doesn't always have their phone on them to record transactions? I threw out my pencil, calculator and paper transaction register I used to have to carry every where and can carry a smaller purse thanks to this app! Sometimes I have freezing issues/locking up but I attribute that to the fact that I TRACK TWENTY-NINE FINANCIAL "ACCOUNTS" with this app including personal bank accounts, credit cards, loans, my small business accounts, my cash, my children's cash and an "account" set up for upcoming bills with many accounts dating back to the Dec 2010 date! There is an option to "roll up transactions" but then I wouldn't have been able to tell you how long I've used the app so I must have thousands of transactions so I don't mind if it locks up once in a while! Plus I am not even using the app to it's full potential, it has all kinds of graphs and budget capabilities! It was definitely worth every penny to me, only thing I'll warn you about is I purchased the mobile sync server and later purchased the desktop version to be able to have a back up after I lost all of my data once, if you plan to buy desktop it comes with sync server! Although I've never personally used it (I've only ever synced with the PMdesktop version) it offers many ways to transfer data to other financial programs as well.
The only ONE thing I think they could have possibly "left out" of this app is the ability to print out the transaction registers for each account, if I could do that I might be able to start taking advantage of the "roll up" feature the app offers where it hides all the cleared transactions! I would give it a 4 star review because you can't print the registers but I'd honestly feel I would be inaccurately reviewing the app short if I did that because of its one downfall!
I hope my review helps you if you are on the fence and if you purchase it, enjoy!! I know I have! :-)
Simply the best
With several year's worth of data behind me, I can't imagine living without Pocket Money. Making accurate budgets and keeping track of all my spending couldn't be easier.
The real power, though, is all the extras that are there if you need them, but don't clutter up the landscape when you don't. And it being a universal app, I have no problem, keeping my iPod Touch and my iPad in sync.
The icing on the cake is customer support. Hardy could not be more responsive.
Super complete, has everything
I think thi app is like many others app but together in jus one, you can place so many accounts, add many categories and subcategories , now I know How much money I have in each account and also the total balance including the credit cards.
Pienso q Es el mas complete de todos, estoy muy contento porque puedo sincronizar entre mis equipos
- $4.99
- Category: Finance
- Updated: May 05, 2012
- Version: 4.0.3
- Size: 8.5 MB
- Languages: English, Chinese, Danish, Dutch, French, German, Greek, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish
- Seller: Catamount Software
- © 2010, Catamount Software
Requirements: Compatible with iPhone, iPod touch, and iPad.Requires iOS 3.1 or later
Top In-App Purchases
- PocketMoney Sync Server$4.99
- Charts$2.99
- Photo Receipts$0.99
- Themes$0.99
