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PocketMoney - checkbook, budgets, expenses app for iPhone and iPad


4.6 ( 3056 ratings )
Productivity Finance
Developer: Catamount Software
2.99 USD
Current version: 4.3.2, last update: 7 years ago
First release : 11 Jul 2008
App size: 14.2 Mb

Also check out PocketMoney 2 for even more features!

Need to track your finances on multiple iPhones, iPads, iPods, other OSs, or desktops? PocketMoney can do that, too. Sync multiple iOS or other OSs devices together over Wi-Fi or to the PocketMoney desktop app on OS X, Windows, and Linux (www.catamount.com).

[SUPPORT: e-mail [email protected]. We cant 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 situation 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 doesnt 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
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- 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
- Print transaction register, receipts, and report details to AirPrint compatible printer

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/QFX
- Export - TDF, CSV, QIF, OFX/QFX
- 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

Pros and cons of PocketMoney - checkbook, budgets, expenses app for iPhone and iPad

PocketMoney - checkbook, budgets, expenses app good for

REVISÃO 2011 08 13 AGORA EU DOU 5 ESTRELAS! Gente, eu já briguei muito com a Catamount via Fórum ou por vários emails, mas posso garantir aos Senhores que este aplicativo é realmente excelente. Depois de uma série de contratempos cheguei à conclusão que a encrenca não era com o aplicativo e sim com o meu sistema. Foi uma nova formatação sob medida, diferente de outras habituais, que consegui chegar ao ponto de usufruir ao máximo os recursos fantásticos do PocketMoney. Claro que ele é indicado para controle financeiro básico diário, mas com um pouco de imaginação e discernimento contábil dá para transformar o danado numa ótima ferramenta de trabalho. Foram horas e horas de chateação, mas agora eu digo: PARABÉNS À CATAMOUNT POR ESSA PRECIOSIDADE DA ÁREA FINANCEIRA! Recomendo a todos, podem comprar que tudo que é anunciado funciona. Sincronização, importação, exportação de dados, edição tanto no iPhone quanto no desktop e por aí vai. Desculpe-me pelas palavras fortes ditas anteriormente, mas mesmo assim valeu porque o pessoal do suporte também corrigiu alguns erros que eu apontei e que agora não incomodam mais. Aliás, o suporte da Catamount é muito prestativo, quase imediato, não o deixam falando sozinho. Obrigado! Bom proveito! ____________________________________________ Previous title: iPhone PM is OK; PMD is trash PocketMoney for Desktop does not work. My PMD simply does not accept any transaction editing entry without ending up first. It just crashes. Then I start it again...again...again... Syncing with iPhone PM is working well, and PocketMoney itself is just fine. I like it very much...on iPhone. I"ve tried contact with Catamount but so far no answer from the support has come up. They just sell and let the client far away. No forum, no support at Catamount is able to solve the bug. Could you help me please? _____________________________________ After installing the new version 1.1 recommended by Hardy -- finally he answered one of my emails and a new version was available a couple of days later. HardyMacia, Sorry! The feedback is the worst. Unfortunately NOTHING has changed so far. Everything remains exactly the same way. The same bug, the same unacceptable steps to edit simple transactions. Its a pit! :( What else should I do? Note: I uninstalled the old version, restarted the machine and then installed the new one, but... _____________________________________ The error file is: Exception: Unknown exception Error Number: 0 Error Message: Stack Trace: Storm.DBObject.PopulateDictionary%%oo Storm.DBObject.Constructor%%oi8o TransactionRegisterContainer.TransactionRegisterContainer.TransactionList_Change%%oo Delegate.IM_Invoke%%o AddHandler.Stub.15%% Listbox.ListIndex.Set%%oi4i4 TransactionRegisterContainer.TransactionRegisterContainer.DeleteTransaction%%o TransactionRegisterContainer.TransactionRegisterContainer.TransactionFooter_RemoveButtonClicked%%oo Delegate.IM_Invoke%%o AddHandler.Stub.39%% TransactionListFooter.TransactionListFooter.RemoveButton_MouseUp%%ooi4i4 Delegate.IM_Invoke%%oi4i4 AddHandler.Stub.20%%i4i4 Delegate.Invoke%% Application._CallFunctionWithExceptionHandling%%op _Main % main __________________________________________ 2011 07 02, Saturday: Re: Crashing on editing Hallelujah!!! Ive just got it. Man, I cant believe it, suddenly, after a week without editing anything on PMD (it was bothering me), I opened it and started editing and, for my surprise, NO MORE CRASH took place...wow!!! I repeat, no more crash event occured today. "+" and Save buttons working all the time. Was it a miracle? Whats up? Maybe I can explain something. Two steps I took during the week: 1. New data file created in my desktop -- not sure if this caused any effect. So a new sync with the iPhone to import everything; 2. I asked Norton 360 to scan all my system. And today (Saturday) I could work on PMD exactly the way I dreamed of. Hardy, I apologise for any word said against you or Catamount because I think that the error was in my system rather than with your application. Now I can say that PMD is just great, and PM on iPhone just brilliant. Both are excellent. Hardy, you are a big professional. Congratulations! Thank you!
I love this app! Would appreciate an update for the iPhone 5 though!
This is so far the best money planning software Ive used. Ive bern using this since 2007. im hoping they continue to support this software till the end of time. Keep up the good work!
I love this app but there needs to be the bi-weekly options for all transactions(bills, budgets etc). Other than that love it.
This is an amazing money manager, and Ive tried too many to count. There are no cute icons all over the place, therefore this app is VERY daunting upon initial start up. Thank heavens for the web tutorials, a must!!! Once under-way, the power and flexibility of this program is simply amazing!!! When you get rolling, this app can really put you in control of your finances with all the customization that suits your specific needs. I would most definitely give app a five star rating, but I cant. The $2.99 upgrade for the charts and graphs is really puzzling. There are already bar and pie graphs built in, I thought this dollar upgrade would include high energy 3D animation with eye popping graphics, but the addition of Cash Flow and Net Worth is the only real difference! Needless to say, I was extremely disappointed, but I wont slam this amazing app like other reviewers because of this rip off! This app along with the MPG gas calculation app is a deadly combination. Well done!!
The last version had some budget bugs which made me realize just how much Ive come to rely on this app. Best mobile money app ever + super useful for a household if you buy the in app sync server on one of your devices you can sync all transactions over wi-fi in seconds. + works on the Ipad too, none of this "HD" version :-)

Some bad moments

I cant set up,the date anymore. The app creates a 2001 date. The first problem I have. But serious one. Foi he tambem, tremendo bug
Since I updated to iOS7 many bugs came out. 1) After I open the app and click on an Account, the app crashes. If I login again immediately, then I can click on the Account and it opens up. 2) I cant adjust the account balance by typing, only through copy and paste.
Since iOS 6 version the software crash in iPad and iPhone when we change the account
I bought PM and loaded it on both my iPad and iPhone. I additionally purchased the in app sync function for an additional 3.99 EUR, but it is never working. I tried all tips on catamount forum etc, tried to work around with file sharing, still with no result. This is frustrating as I paid for something that is not working. Please do update or send a how-to-solve.
One most important feature for me is Syncdocs for transferring the data to my Mac. With the last two versions this feature doesnt work anymore. Bad luck.
Loved the old version. Upgraded yesterday and now the app wont open. Click on it and my touch screen flashes then goes back to the main menu. Where did all my transactions go?????

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