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PocketMoney - checkbook, budgets, expenses

Also check out PocketMoney 2 for even more features!
Category Price Seller Device
Finance $2.99 Catamount Software iPhone, iPad, iPod

Need to track your finances on multiple iPhones, iPads, iPods, other OS's, or desktops? PocketMoney can do that, too. Sync multiple iOS or other OS's 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 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 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 doesn't support QIF exports/imports.)

Features Include:

- 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

- 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.

- 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

- 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)

- Multi-currency
- Multilingual (15 different languages)
- Password protection
- Transaction search
- Themes, Fonts and colors
- Visually Impaired friendly
- Badge display for overdrawn accounts


Better and Better

I'm happy to see PM getting updated again. This the only finance app I have used. Oh, I've tried others and nothing comes close. And now that the support has cranked up again, the best can only get better and better.

It’s back!

Great to see that this app is alive again. It’s been updated to fix all the bugs that weren’t working on the newer iOS, and works smoothly again. Thankful that I could delete the other crappy finance apps that I had been trying and can keep using this. High hopes for a mac os version that would improve on the earlier attempt. I’ve never been a big fan of the icon design, but the functionality is solid. PREVIOUS REVIEW I’ve used this app for almost 8 years and it’s been great, nothing else like it. Since May of 2013 it hasn’t been updated and everything seems to have stopped. It still works, but it’s getting more and more buggy and crashes often. It seems the app is finished and will become increasingly incompatible.

Best checkbook app

I've stuck through with no updates and crashing all this time because this is simply the best checkbook/finance/budgeting app there is. I've tried others (even paid versions) and nothing comes close. Thank you for the recent update!!!

The best

I have had this app since 2011. All of my financial record keeping is on here. Convenient and necessary for daily use. Get it!

Glad it is back!

I'm so glad that this app is getting updated again, still needs some items added. Mostly I think it just needs a little better resolution for the 6+. Some of the icons are a little "blurry". Other then that I am jumping for joy. Keep the updates coming! Welcome back.


Hey! It'd be sweet if you could have it so that in the budget section you could set it so that your expenses would automatically be a set percentage of the income you put in. And they could be user defined percentages. For example. If I put in my paycheck of 1000 dollars and have made a expense Category of "food" or "transportation" I can had it so that in that category it automatically sets my budget limit on that category. Instead of manually going in and changing it every time I get paid or have a new budget period. Just put in my income. And my limits change accordingly. This is an amazing app by the way!!! Great work!!!

It's what makes an iPhone, an iPhone!

Been using daily since 2011. Even when glitches started popping up after untimely demise of original developer it still beat the competition.

Now that it has been updated

I like this app, and I have been using it since 2011. I remember when it would crash after switching accounts, and it was still better than anything else! If I could make any suggestions, it would be to add more icons, or give the ability to use your own downloaded icons to put next to the account names. Other than that, it's a solid app

Best financial management app period!
Batuo Damo

I have used PocketMoney since it was available on the Palm Tungsten E2. This app is hands down the best financial management app available. I am THRILLED that it is being supported once again. Keep the updates coming... Thank you!

So glad to have PM back

Since development resumed, the two updates have been great tune-ups. Looking forward to the future.

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