PocketMoney - checkbook, budgets, expenses

Published by: Catamount Software
Current Version: 3.0.2
Released: 2008-07-11
Price: $4.99
Category: Finance
[ Download Now ]

148Apps Review Summary


Our Rating: ★★★½☆ :: UGLY, BUT USEFUL :: Read Our Full Review >>

I think everyone can use some budgeting help in economic times like these. I used Balance for a long time, but I needed something more complex. PocketMoney was that solution.


App 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.

[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.

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
PocketMoneys 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

App Screen Shots

(click to enlarge)



    Advertisement    



Featured Apps

    Advertisement    





Featured in PC Magazine Top 100 Sites of 2009 in Upcoming Tech Sites.