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 2010, Catamount Software
PocketMoney - checkbook, budgets, expenses reviewed by Users
Gives me headache! I bought this app when it was version 1.0 and costed $10! Version 1.0 crashed on me every 30 seconds, so after 5 minutes, I declared I was robbed and moved on with my life. So with version 2.0, I decided to give it another shot (Thanks Apple for not making me pay again!).Here's what bugs me about this application. They are trying to do way too much and thus makes this app super difficult to use. Every screen is jam packed with many buttons and fields. Case in point, I wanted to create a simple lunch expense, first they made me decide if it belongs to any of the regular accounts or one of those budgeted accounts, I need to drill down a couple more screens before I can start input the amount of my expense, then I realized there's no category I can pick for expense, but wait, that's because I didn't visit the settings to turn on the category list. After 5 minutes of hard work getting my lunch expense finally created, one of the screens tells me i'm in deficit of the lunch money, but I'm pretty sure it was in the budget account I created my expense, so why the deficit. After another 3 minutes of investigation, and the Ahhh moment arrived, I accidentally customized the expense category, which then for some strange reason gets bumped out of the budget account I originally picked to include my lunch expense. You get my point! This app gives me headache for just creating one expense. Did I mention, it still crashes! Stay far away from this app!
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Version 2.0
-
Mar 26, 2009
- PocketMoney - checkbook, budgets, expenses review by
Charles-
Very Efficient App for Managing Money...but does have bugs I just got this app today and it looks great, however I have noticed several bugs that quits the application consistently that were not in the Lite Version. I'll be happy when an update comes out to fix these problems.
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Version 2.0
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Mar 25, 2009
- PocketMoney - checkbook, budgets, expenses review by
PeterMob
Yes, it's a checkbook One of the "can't live without" apps in my opinion. I'm an old PocketQuicken user from the PalmOS days. I like PocketMoney's interface and views better than SplashMoney. It's simple and user-friendly. Slight bug: when you manually type in a "category" it automaticaly adds it to the memorized list. However, it doesn't do that with the payees. The ability to export to a file (for maybe importing to financial software) would be useful, too, especially for backup purposes. It would also be nice if it searched the memorized lists when you start typing in a field (payee/category).I use PocketMoney to remind myself to enter transactions into Quicken, almost like a to-do list. A checkbox (cleared) means I entered it, uncheck means I still have to enter it. People may wonder why I don't just use SplashMoney because it can sync with the desktop version, then export to Quicken. However, SplashMoney iPhone costs $10 and the desktop version costs an additional $20, so $30 for an iPhone app that I still have to manually sync with Quicken? No thanks. - PocketMoney - checkbook, budgets, expenses review by Miramba
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. - PocketMoney - checkbook, budgets, expenses review by JoeMama9999
Clearly an Early Release Needs search/sorting options. Very slow to scroll with more than 10 transactions. Does not use the iPhone's built in word completion/spell-check, so mis-typing is very common.It would be nice to have a pop up list of common payees to choose from.I have no doubt these shortcomings will be addressed in the future. Hopefully soon! - PocketMoney - checkbook, budgets, expenses review by rsbell
An old favorite weathers the Apple "Ice Age" This was one of my favorite apps when I had my old Apple Newton Message Pads (130 and 2000). Well conceived and very suitable to this platform. Perfect for those who want to keep tabs on their everyday purchases. Thanks, Catamount! Great to see you again. - PocketMoney - checkbook, budgets, expenses review by iMOBy
Superb Worth every penny. I used to keep track of transactions in the Note app the ships with the iPhone, and it was a hassle - I would bring these notes home and transfer them to an actual notebook to keep the balance of my accounts. This program does all of that for you. I have my checking account, our joint checking account, my savings account, PayPal, credit card balance and even an entry to keep track of how much money I have in the bank that isn't meant for bills (so I don't exceed spending limits in my budget). This program is worth every penny.The only thing I would have liked to see is an option to show the first bit of the "Notes" field of a transaction underneath the "To" or "From" field. Currently, for an example, if you sell something on eBay, and put that transaction in your checking account in PocketMoney, it will show up in the list of transactions as a deposit coming from PayPal - there is enough room underneath the "From" field (that says PayPal, in this instance) to display part of the note field - which could say "old iPhone auction." It is an extremely minor gripe - not worth chopping a star off for.Extremely useful app if you want to keep your finances organized. - PocketMoney - checkbook, budgets, expenses review by LeviRules
works great! This is a great application that can be as simple or as detailed as you want. The graphs were more than I expected, I thought that kind of functionaIity would be a long time in the works. I wanted an application that would sync with my computer, hopefully ms money. This application will do just that, soon, for free (unlike splash money which I found out after I paid for it *frown*), as soon as apple starts approving the updates already made by the developer. Also, the developer is very responsive to users (always a plus) especially on the forums. http://catamount.com/forums/index.php - PocketMoney - checkbook, budgets, expenses review by samela101
Nice checkbook companion Very nice application. I am not having any crashes problem like others. The only thing that I would of like to see is the ability to add recurring transaction. I also would like to have an icon for savings. Mine doesn't have that and I will like to differentiate savings from checking. I'm sure the new 1.2 upgrade will have more things to come. Keep up the good work! - PocketMoney - checkbook, budgets, expenses review by luvpink1
A enxellent financial application.... This is a very flexible application to manage credit card, banking accounts. It allows list and graph reports. Integrates well with sister app Checkplease and MPG(soon to come). Allows easy transfers between accounts and is reported to soon allow uploading and downloading of date for backup. A great buy! - PocketMoney - checkbook, budgets, expenses review by yummin
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 - PocketMoney - checkbook, budgets, expenses review by tallpaul84
finally for my ipod touch i've been using this program since the newton days (including the palm/clie period), and this program is one i just don't want to live without. now that i've been using it with my ipod, i'm thrilled. better than before, and easier to use. hardy's experience has paid off. and he's got more ideas for it to come. i highly recommend this program. - PocketMoney - checkbook, budgets, expenses review by sungecko
Freezes and inaccurate I'm noticing that my balance is inaccurate when I use this program. It also freezes A LOT!!! It shuts off on it's own too.
Save your money! I regret buying this junk. - PocketMoney - checkbook, budgets, expenses review by Kssable
Needs improvement If PockeyMoney could sync with my bank accounts and credit card companies and download the transactions automatically it work be worth purchasing. - PocketMoney - checkbook, budgets, expenses review by seanmillerpt
Great for Keeping Track of Your Checkbook! I am very excited about this application; had a checkbook application on my Palm and was hoping there would be a way to get one on the iPhone. I, too, lost all of my data with the update. I'm wondering if syncing it on iTunes rather than on the iPhone (to receive the update) would stop this from happening, as data is backed up before the updates go on during the sync. My request in an update (and maybe it already does this and I haven't found it yet) is the ability to purge (or roll) all of the cleared transactions into one entry so that the lines and lines of transactions can be just those transactions that are pending. I know there is a way to show only uncleared transactions, but when I go out of PocketMoney and come back in, the cleared transactions are right back again. I'd love it if they could have the option of being rolled into one entry once they are cleared to free up the scrolling to get to the transactions that are still pending in your checking account. - PocketMoney - checkbook, budgets, expenses review by Imliving4him
Perfect Great app that works as a checkbook/account balancer for your personal bank account, credit card accounts as well as any others you want to create (including expense accounts). You can do a lot with this and really get into painful detail for each transaction you record, or you can keep it simple and enter just a few details. All the other programs in the app store are especially focused on expense accounts for business, but this one can also help you balance your personal accounts -- who doesn't want more functionality at the same price? Nice going, Catamount! - PocketMoney - checkbook, budgets, expenses review by Eklektic
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. - PocketMoney - checkbook, budgets, expenses review by tazonk
Crashes Worked good for a couple of days. Now I can't launch it. It keeps kicking me back out to the home screen. - PocketMoney - checkbook, budgets, expenses review by Dc2-96
Crashes on my iPhone. I'm unable to really assess the software, since it started crashing on launch after I entered my first account. I have not been able to sucessfully launch it since. - PocketMoney - checkbook, budgets, expenses review by TuringA2
PocketMoney User for 14 Years: Apple's Update System STINKS I've used PocketMoney for a long time: first on the Newton, then Treo, now iPhone. This version is still new and the developer (Hardy) is working to fix known bugs and add needed features. He uploads a new version to Apple and it takes them OVER TWO WEEKS to "approve" it and add it to the AppStore. That is ridiculous! It makes him look bad when in fact, he has several fixes and features waiting for Apple to release them. Apple needs to promptly review and post updates. THEY are the bottleneck for MANY small developers.That said, this version is working very well. I have not had the crashes others have reported... maybe they have too much garbage on their iPhones causing the problems. BTW: iPhone IS a computer; so restart it once a week or so and you'll have better results in all apps! I have three accounts input and they're all correct and easily accessed.To the whiners who are giving bad ratings because it lacks this or that: READ THE DESCRIPTION! It doesn't say it automatically connects to your bank or credit card company and downloads transactions. So don't give it a bad review for something it's not designed to do!! (Guess what? It won't wash your car, either!)This app is worth the $30 I paid for it on Newton and $30 again on the Treo. Once Apple posts Hardy's updated versions in a timely fashion, everyone will see how responsive he is to customer requests. - PocketMoney - checkbook, budgets, expenses review by iMarc845
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