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PocketMoney LITE - Checkbook  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star

PocketMoney LITE - Checkbook Finance iPhone - 3 StarsPocketMoney LITE - Checkbook 2.4.1 (iPhone OS 3.0 Test - iPhone - iPod Touch - 300715810
Category: Finance
Author: Catamount Software
Vote(s): 6307
Price: Free
Released: December 28, 2008
Version: 2.4.1 (iPhone OS 3.0 Test
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PocketMoney LITE - Checkbook - Catamount Software

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). POCKETMONEY LITE 3.x 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. 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. ► Keep your data secure by using a PIN, and back-up all your data to your desktop in a single step. PocketMoney has proven itself over more than 14 years across many platforms such as PalmOS, Windows Mobile, and Apple Newton. Use PocketMoney on your iPhone to secure your financial future. LIST OF FEATURES: TRACK YOUR MONEY: ✔ Track an unlimited number of accounts (checking, credit cards, savings, assets, liabilities). (*LITE limited to 2 accounts**) ✔ Deposits, Withdrawals, and Transfers between accounts. ✔ Smart Repeating transactions (weekly, bi-weekly, monthly, allowing for 31 day months and manual exceptions). (** LITE limited to 2 repeating transactions*) ✔ Reconcile and rollup your accounts. ✔ Auto-complete transactions in real-time by simply entering the first few letters of a known payee. ✔ Full multiple currency support for international transactions. ✔ Email transactions to your wife/husband/significant other to keep your accounts in sync. ANALYZE YOUR SPENDING AND BUDGET: ✔ Set budget limits across various categories. (LITE limited to tracking 5 categories) ✔ Extrapolate budget limits weekly, monthly, quarterly, and yearly. ✔ Easy visualization through an easy to understand colored progress bar. ✔ Generate real-time reports to track categories, payees, etc. ✔ Custom filters let you to create the exact reports that you need. SPEED WHEN YOU NEED IT ✔ Auto-complete transactions in real-time by simply entering the first few letters of a known payee. ✔ Search bar makes finding transactions very fast. ✔ Can handle years worth of transactions with no performance loss. ✔ 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...) ✔ Repeating transactions are entered once and auto-enter themselves PROTECT YOUR DATA: ✔ Backup your data easily over Wi-Fi to your desktop computer. *SyncDocs Required* ✔ Export all (or a selected range) your data to other desktop applications via QIF (finance apps) or TDF (spreadsheets) files. ✔ Secure your data by using a PIN. The Lite version is supported by ads. The full version does not have ads.
©1994-2010, Catamount Software

PocketMoney LITE - Checkbook Finance - iPhone Application 3 Stars


PocketMoney LITE - Checkbook reviewed by Users

Great app  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
If you need more then two accounts stop bitching and buy the full version. I only have 1 so this app is great. And if I had more I would definitly pay for the full version. - Version 2.2.1 - May 16, 2009 - PocketMoney LITE - Checkbook review by Moorebf235
Lite for a reason  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Allows for only two accounts to be set up. Totally useless and a means for you to purchase the paid version. - Version 2.2.1 - May 6, 2009 - PocketMoney LITE - Checkbook review by JJZ109
Nice, but, could be even better  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Overall, a very nice, functional application, but, can be even better. QIF export crashes for all but US locales. Default categories cannot be deleted, they come back on restarting the application. Cannot select the top options from tools in landscape mode (does not scroll). Would be nice to have an account type and fields relevant for investment accounts like mutual funds/Stocks (NAV, units etc). Integration with the address book to select payees, enter account phone numbers/sites would be nice to have. Option to show account balances in a different color even when the spend is under the limit, instead of the same color with a minus sign. The budgeting could suggest a budget value based on entered transactions for the selected duration (monthly/yearly). Maybe someway of budgeting for investments that would require a certain amount of savings across the budget. Would be nice to have some examples document in the manual as to how/when to use/add classes/categories/payees, specially for first time adopters. Perhaps, an option to compact the db once in a while would be nice as also some mechanism of exporting all accounts/transactions/budgets with memos and import the same to re-create a fresh db to get the best possible performace. - Version 2.2.1 - May 2, 2009 - PocketMoney LITE - Checkbook review by nitinchandra
Good so far..  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Of all the budget management softwares i've seen this is the better one of all .. However It'd be much better if there was a feature that allows us to draw pie charts or/and bar graphs.. overall again .. Great app! :) - Version 2.2 - Apr 28, 2009 - PocketMoney LITE - Checkbook review by jnk102402
This made my move from WM and Palm a piece of cake...  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Update 2.2: As the description says, the bugs are fixed. It is much improved. It is not mentioned, but it loads faster and performs a bit faster than the 2.1 for me.I currently have the last 4 years of my check book in this program. If you still prefer one of the other apps, you didn't explore this one enough :)Update 2.1 : This version has done away with the 2 lines so you can see cleared and available balance at the same time. 2.0 was better :(No filters in the lite version, but it keeps showing "filtered balance" at the bottom of the register.This is a wonderful app. Some reviews state it is great and give it one star. The description says limited repeat transactions in lite version. It is just as the description claims it is. It is a bit slow on start up as it reloads your database. I have 3.5 years of data for 3 accounts. Takes about 2-3 seconds to load up one account and ready to use. But, for those of us with multiple accounts, we just wait a few more seconds and get the one we want. If you have only one account or don't need the power, get one of the lesser apps. I have it set to show my current actual balance AND show my current reconciled balance(Yes, both balances at the same time at the bottom) with the bank. So, when I verify my cleared transactions, I get the current reconciled balance with the bank and can verify I am current without running different menus or displays. IF you update the software, either backup your data first or update with itunes on the phone. Several are losing data by updating apps with iTunes on the desktop. If you are moving over from Palm, it is a little different, but you will appreciate the power compared to the other apps. - Version 2.2 - Apr 26, 2009 - PocketMoney LITE - Checkbook review by Willa Jabir
transaction year 69  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
I had the same problem but once I contacted support, quickly resolved the issue- all I had to do is change a setting and reimport file. - Version 2.0 - Apr 4, 2009 - PocketMoney LITE - Checkbook review by febsec
Good app so far  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
The light feature does have splits. The wireless backup is very nice. I'm using Splasmoney. I wish Quicken was available. This one tempts me to try the complete version. - Version 1.4.2 - Mar 2, 2009 - PocketMoney LITE - Checkbook review by ulfoaf
Update  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
I really like this app, simple to use, easy to navigate. I have only a small issue with the update: when looking at transactions, there is only one showing 'filtered balance'. I liked being able to see both the cleared and available much better! Please, bring this back! - Version 2.1 - Apr 16, 2009 - PocketMoney LITE - Checkbook review by Davila001
This made my move from WM and Palm a piece of cake...  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Update 2.1 : This version has done away with the 2 lines so you can see cleared and available balance at the same time. 2.0 was better :(No filters in the lite version, but it keeps showing "filtered balance" at the bottom of the register.This is a wonderful app. Some reviews state it is great and give it one star. The description says limited repeat transactions in lite version. It is just as the description claims it is. It is a bit slow on start up as it reloads your database. I have 3.5 years of data for 3 accounts. Takes about 2-3 seconds to load up one account and ready to use. But, for those of us with multiple accounts, we just wait a few more seconds and get the one we want. If you have only one account or don't need the power, get one of the lesser apps. I have it set to show my current actual balance AND show my current reconciled balance(Yes, both balances at the same time at the bottom) with the bank. So, when I verify my cleared transactions, I get the current reconciled balance with the bank and can verify I am current without running different menus or displays. IF you update the software, either backup your data first or update with itunes on the phone. Several are losing data by updating apps with iTunes on the desktop. If you are moving over from Palm, it is a little different, but you will appreciate the power compared to the other apps. - Version 2.1 - Apr 15, 2009 - PocketMoney LITE - Checkbook review by Willa Jabir
Meets all my needs and then some  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
This version is for 2.0. Didn't expect the 2.1 to come out when I decided to write this but if there's no negatives on the new version then this review will stand. I've tried the demos on some of the other financial apps and this one just seems to be the most intuitive and makes sense to me without confusing me with the details while giving me everything I'm looking for. Main things are ease of tracking all types of accounts including banking, credit, and cash, being able to track receivables and payables as well as transactions between the accounts themselves which was very important to me. You can also tab if a transaction has cleared, good for keeping track of whether transactions have real gone through or not. The ability to track your budget is really icing on the cake; I didn't need it but it works so well I can tell I'm going to be using it. I've already bought the full version and giving it a full workout. If you're looking for a full featured accounting app, definitely give this a try. - Version 2.0 - Apr 6, 2009 - PocketMoney LITE - Checkbook review by Bubbag02
Great, but...  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
This is a great app, and I love that it can turn sideways, but it's way too advanced for me. - Version 2.0 - Apr 5, 2009 - PocketMoney LITE - Checkbook review by midnight28
Great on the outside, not yet on the inside  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Importing files (rather than tirelessly inputting transactions manually) drew me to try out this application. March 2009 became December 1969... with all other transactions behind those. I swear I wasn't using credit cards in '69. The "budgets" screen just plain doesn't work. even when I do scroll back to see my spending "back in the 60s."If you can deal with the dates being inaccurate, the app DOES import the amounts right (that's something) and adds accounts for you when importing. The lite version is said to support only 2 accounts. Import them and you can have as many misdated accounts as you like. - Version 2.0 - Mar 29, 2009 - PocketMoney LITE - Checkbook review by larzmac
Lite version has multiple currency options!!  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
I just downloaded this app about 30 minutes ago and already I am so pleased. I only need the two accounts that the lite version limits you to, but more importantly, I needed currency conversion because my main account is in Japanese yen and I still have an account back home in US dollars. It was so difficult finding an App that would give currency options. PocketMoney is awesome for me, mad thanks to the developer for giving me the ability to easily and conceniently manage my expenditures! - Version 1.4.2 - Mar 22, 2009 - PocketMoney LITE - Checkbook review by DigitalDuck
Love it! Even better with this update.  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
This update brings a numeric keypad for easier data entry. It really is the ONLY reason I haven't dumped by other bank app for this one. The other reviewer having issues with repeating transactions, it seems that has been solved too, but quite awhile back. This LITE version very clearly states you are limited to two repeating transactions. For me, that's enough, as is the two account limit. Now with the numeric keypad, it's perfect! I can export my data and import into iBank, and vice versa. THANKS! - PocketMoney LITE - Checkbook review by Jen from TX
Fail  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
I downloaded this STRICTLY to try to add recurring transactions.. Seeing as this doesn't work I have to give it a two. The first review saysit does work but it sure doesn't. When you try to save the recurring transaction it doesn't save.and this isn't because of the limit because you can't even make one! - PocketMoney LITE - Checkbook review by Vegasplaya
Awkward  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Free version stops any repeat transactions. You have to delete the app to re-enter! - PocketMoney LITE - Checkbook review by Longlandmusket
Tried and true  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
The author has been creating versions of this program since the early 1990s, starting with the Apple Newton PDA. He is a very reliable and conscientious programmer. It's nice to see that he's made PocketMoney available for the iPhone! With this one you get a tried and true app and developer. - PocketMoney LITE - Checkbook review by ardee00
I can't use this app.  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
I just downloaded this app. But every time I press account button and tried to add transaction, it just return to my desktop... I'm using touch 3G with 2.2.1 firmware. Is that a bug or it just not surport? - PocketMoney LITE - Checkbook review by SansWord
Expense Reports & Pie Charts??  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
i love this app! its very useful and the lite version us all that i need but how do i create reports and charts? im more interested in the charts... - PocketMoney LITE - Checkbook review by OrganicEgo
Outstanding  Iphone Application StarIphone Application StarIphone Application StarIphone Application StarIphone Application Star
Took a few minutes to figure it out. I love it. I use it to track my budget categories like my allowance and my husband's. Can enter expenditures on the run. The lite version is all I need so hopefully it will stay free. - PocketMoney LITE - Checkbook review by Katorado


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