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.
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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.
✔ 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
✔ 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
✔ 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)
The name of the saved filter is displayed in the top navigation bar if a saved filter is active.
Added wipe out transaction feature for QIF imports to clear transactions, but not account info or budgets to make working with Quicken easier.
Unchecking the total worth on the Account Balance screen will confirm to hide the account if Total Worth is set for Show Accounts.
Category reports now faster when Non Zero is set for Show Accounts.
CSV export file includes currency code and exchange rates.
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