July 11th, 2008
Buy It: $4.99
LITE: IT’S FREE
APPLICATION DESCRIPTION
PocketMoney is the #1 Finance app in several countries, and hit #2 overall in Taiwan. We’d like PocketMoney in the top 10 overall in all countries to help more users take control of their finanaces so we reduced the orginal price of PocketMoney from $9.99 to $4.99.
Simple, elegant, and powerful replacement for your checkbook – PocketMoney tracks your finances quickly and accurately.
PocketMoney has been an leader and innovator in the mobile computing industry. Starting with the Apple Newton OS over 14 years ago, on through the Palm OS and Pocket PC.
PocketMoney brings all that experience to the iPhone, and builds on the elegance and power of the iPhone platform to give our users the best user experience ever.
- Track an unlimited number of accounts (checking, credit cards, savings, assets, liabilities)
- Repeating transactions (PocketMoney can auto enter your salary every other Friday).
- Budgets
- Email new transactions to your spouse to keep each other updated at all times
- Split transactions.
- Supports Withdrawal, Deposit, and Transfer transactions.
- Generate expense reports & pie charts.
- Auto-complete transaction based on Payee.
- Turn on multiple currency support if you are frequent traveler.
- Post transactions from MPG, CheckPlease and other iReceipt compatible apps.
- Enter a PIN to protect your data.
- Built in backup and restore over local Wi-Fi network. (Requires SyncDocs)
- Import and export QIF & TDF files over local Wi-Fi network. (Requires SyncDocs)
- And much more…
LITE vs PAID: The free version is limited to 2 accounts and 2 repeating transaction, it doesn’t allow editing of splits, and view options can’t be changed in the transaction register or the edit transaction screens.
LANGUAGES: English, Chinese, Danish, French, German, Italian, Japanese, Norwegian, Polish, Portuguese, Spanish, Swedish.
What users are saying
Reason I upgraded to 2.0 ★★★★★ by xFREDx
I am a PocketMoney customer for over 6 months now and can’t tell you how GREAT of an App this is. Definitely worth the 10.00 fee, I originally payed 30.00 for it and payed again for this useful application. I would definitely recommend this to anyone who cares about their finances.
the best ★★★★★ by fyz10n
Hands down, this is the best personal finance application you can buy. It is very much well worth the $10 price tag. Well done.
Great expense tracker ★★★★★ by Gonad the barbarian
This app is worth every penny. I tried all sorts of other finance apps (iXpenseit, spend, simplecash, etc) and found that this one is the most intuitive, most robust expense tracker out there. It is a surprisingly mature app, as the developer has refactored it multiple times as different handheld platforms came and went. I heartily recommend the full version even if it is slightly more expensive than other full version financial apps. None of the others measure up to this standard.
4.5 stars – works great. I’ve tried them all ★★★★★ by JohnJ80
Pocketmoney works very well. Especially nice if you use MPG (car expenses) and CheckPlease (free, tip calculator) since they move their data to PocketMoney for the transaction – one entry is nice. The sync works very well. You transfer your transactions very quickly to the desktop and them import them. I used to use PocketQuicken on a Palm Treo — this is a s good or better. I used PocketMoney on the Newton more than a decade ago – and it’s still great.
Tags: checkbook, expenses, financial application
Posted in PocketMoney for iPhone | No Comments »
February 4th, 2010
PocketMoney 3.0.2 is now on AppStore.
Buy PocketMoney $4.99.
Here is the full bug fix and additions list:
• Added “Classic UI” option to Display Options so users can switch back to 2.4 style colors, checkboxes, row heights, and fonts without buying Themes.
• Forum users lobbied for changing (>) to a (+) and having the (+) button on the Account Balances screen be a quick way to enter a new transaction. To edit/view the Account Info you must now tap Edit and select the account to view its info.
• Added a tip that appears in the summary graphs location for the PocketMoney Add-Ons. It only appears once if you haven’t purchased any add-ons, and tapping it takes you to the PocketMoney Add-Ons purchase screen so that users will know where to find the add-ons purchase screen. After you tap it once it won’t appear again.
• Fixed end date for custom budget periods
• Fixed: Setting Overdraft account to itself will not cause overdraft transfers to be created – money will just be withdrawn from account just as if Overdraft account was left blank/set to None.
• Fixed: Overdraft account was wrongly basing balance on amount after transaction is saved.
• Fixed memory leaks (should help users on older iPhones/iPod Touches who were experiencing slow downs)
• Fixed: transferring money of differing currencies between accounts.
• Fixed: Balance transfer from CHF to EUR, no longer results in EUR to EUR on target account
• Added a segment selector control on Exchange Rate Worksheet so user can control what field is being changed.
• Category lists shows full category:subcategory instead of just subcategory
• Fixed: Filters are reset after viewing an expense category via budgets.
• Fixed: Some transactions were missing when drilling down into [Unfiled] categories from reports.
• Fixed: Pie chart in landscape view shortened so you can see a full row.
• Fixed bug related to reordering of accounts after being imported from QIF file (user can change info on the Account Info page without the account moving to the end of the account list)
• Fixed crash during autocomplete when old payee shorter than auto matched payee
• Fixed: Edit accounts screen no longer lists Custom items (All Transactions, Filters, Repeating Transactions)
• Fixed: Custom keyboard click garbled and increasing in volume fixed.
• Added: Expand/Collapse of Account Types groups with touch of entire Title Row not just up/down arrows
• Fixed: Transaction type withdrawal not being recognized as custom filter
• Fixed: Recurring transactions remove any photo receipt attached to them
• Fixed: last saved date for new transactions not working for auto complete payees since the autocompletes sets date to today
• Fixed: crashes when tapping Accounts in filters if only one account exists.
• Fixed: crashes when deleting “All Categories” or Unfiled while editing lookups in filters
• Fixed: Amount for default input field slides up so you can see the amount field entry
• Added: Keyboard bar now translucent.
• Fixed bug: Random information not saving
• Fixed: QIF export via web browser doesn’t download file, but downloads .html page
• Fixed: CSV export from transaction screen doesn’t work for web browser downloads
• Fixed: Transaction Date back to 1.1.1901 after enabling time in preferences
• Fixed: Custom month view not using the correctly end on date
• Fixed: Start of Budget for last day of the month doesn’t work
• Added: use splash screen for password background
• Fixed: Splits use red/green/black depending on theme setting
• Fixed: Splits total/remainder/total calculation area now uses a lighter background so when deposits or withdrawals are black they show up.
• Fixed: SyncDocs error 400 when exporting QIF files from the Account Balances screen.
• Fixed: Deposits & Transfers not being exported to QIF files when exported from the Account Balances screen.
Tags: update
Posted in PocketMoney for iPhone | 1 Comment »
January 22nd, 2010
“If you want to manage all of your finances on your iPhone, PocketMoney is the app for you. It supports multiple accounts and acts as a simple check register, but also includes the ability to create and manage budgets and allows you to get a good overview of your spending with attractive charts. You can also export your data to back it up or import data from a desktop application.”
http://theappleblog.com/2010/01/21/new-year’s-resolutions-iphone-apps-save-money/
Buy PocketMoney $4.99
Tags: review
Posted in PocketMoney for iPhone | 2 Comments »
January 15th, 2010
I’ve gotten the question where did red withdrawals from several users so I thought I’d explain the reasoning behind removing them.
The reasoning withdrawals are black and deposits green is that items displayed in red are meant to be warnings to the user that something is going wrong. When you exceed your budget amount the bar is red. Whenever your account is over the limit or falls below the minimum balance the running balance and overall balance is displayed in red. Red is used sparingly, and as a warning. If you see red then something needs correcting.
I picked green for deposits because users typically have fewer deposits than withdrawals so the green does stick out among the black withdrawals if you are scrolling your transaction log looking for deposits.
Posted in PocketMoney for iPhone | 2 Comments »
January 7th, 2010
The PocketMoney 3.0.1 update has been approved by Apple. It might take a few hours for Apple’s iTunes servers to all be updated, but you should be seeing a red badge on your AppStore icon on your iPhone showing that there is an update available for PocketMoney very soon.
Here’s the list of changes: PocketMoney 3.0.1 update
Buy PocketMoney
Tags: update
Posted in PocketMoney for iPhone | 19 Comments »
January 7th, 2010
PocketMoney for Desktops (OS X and Windows) is coming along. The holidays delayed work on it. I’m hoping to have it ready by the end of January. I will be releasing a version 3.1 of PocketMoney to support the syncing features.
Posted in PocketMoney for iPhone | 41 Comments »
January 4th, 2010
I’ve managed to upload 3.0.1 of PocketMoney to Apple tonight. Now it’s a 7-14 day wait for Apple to review it.
Here is the full bug fix and additions list:
- Speed – Launch speed and navigation speed to transaction register and edit transaction screens improved.
- Fixed bug: Pie Chart is active for category, payee, class account report from transaction register
- Fixed bug: Reports and Budgets – fixed date period bugs so 31st of months are included correctly
- Themes/UI add on expanded to include options for: Red Withdrawals, Black Deposits, Short Row Heights, Checkbox/Binder Ring
- Fixed bug: Can’t select yearly budget
- Added Available Funds balance type (was the old Available Balance) to go along with Available Credit
- Reports keep the last used Report Period unless no transactions are found then it switches to All.
- Fixed bug: Date chooser – in 6 week month the last week allowed clicks to fall through to toolbar buttons
- Fixed bugs: Exporting CSV, TDF, QIF files
- Fixed bug: Importing of QIF files
- Fixed bug: Exported files now remove spaces in names which causes web browser in Windows to not be able to download the files.
- Fixed bug: Rrestore from desktop using web browser restores prefs and sql file correctly
- Fixed bug: Amounts not saving correctly (as 0) – mainly CHF currencies, but others as well.
- Fixed bug: Cancel was saving.
- Fixed bug: Balance not displaying Yearly time period
- Fixed bug: Korean currency symbol not displaying
- Fixed bug: If drill down into a report item, then go back, the filter isn’t restored.
- Fixed bug: transferring money between accounts of different currencies duplicates part of transfer
- Fixed bug: “New Transactions use last save date” is ON now uses the current time and last saved date.
- Fixed bug: Charts had large memory leaks which could result in slow downs and random crashes.
- Speed – payee autocomplete changes to make it faster
- Second line of transaction register rows resize down to 9 point font to fit more data if available.
- Fixed bug: Email exports set the last sync time so that Recent Changes will work with Email backups. (Note: using the web browser to back up does not set the last sync times since I’m not notified if the file was uploaded successfully)
- Fixed bug: import of -34.00 or -$35.23 in tdf and csv files
- Fixed bug: Long account name is cut off by exchange rate box
- Import support for Ultrasoft Money Transaction Data.csv files. Rename file with a .ultrasoftCSV extension and then import like a regular .csv file
- Localization: Added Korean
- Localization: Japanese updates
Posted in PocketMoney for iPhone | 38 Comments »
December 30th, 2009
Here are the list of bugs and gripes that I’m hearing the most of between 2.4.1 and 3.0. I’ll update the post to include that status of the issue, and plan on getting most of these fixed for a 3.0.1 submission to Apple tomorrow.
1. Budget view by Year isn’t working. (fixed for 3.0.1)
2. CHF currency not saving the Amounts. Temporary workaround is to enter the transaction amount on the “Exchange Rate Screen” (even if no currency conversion is needed). (fixed for 3.0.1)
3. Slowness when launching. (fixed for 3.0.1)
4. Restore checkboxes instead of using binder rings.(fixed for 3.0.1 — added as part of themes)
5. QIF files not importing. (fixed for 3.0.1) (Work around is to go into PM Prefs > Managed Lists > Add new items to lists set to OFF, and import the QIF file)
6. Red for withdrawal amounts and Black for deposits.(fixed for 3.0.1 — added as part of themes)
7. CSV files not exporting or emailing. (fixed for 3.0.1)
8. The Google Pie Chart has been replaced with the new in app Pie chart and was not supposed to be part of the Summary Charts package for Net Worth, Cash Flow and Account wide Pie and Bar chart reports, but still be part of the base PocketMoney package. (fixed in 3.0.1)
9. Budget expenses not appearing on the 31st of the month for monthly, bi-monthly, quarterly, and half-year periods. (fixed for 3.0.1)
10. Shorter rows so more data fits on the screen.(fixed for 3.0.1 — added as part of themes)
Posted in PocketMoney for iPhone | 47 Comments »
December 29th, 2009
When I click the buy button for an In-App Purchase and input password, the system shows this window message.
This has to do with a jailbroken iPhone w/ AppSync installed.
Workaround:
1. Backup Pocketmoney with SyncDocs.
2. Uninstall Pocketmoney and AppSync.
3. Reboot iPhone.
4. Reinstall Pocketmoney fom appstore.
5. Make in App purchases.
6. Restore backup.
7. Reinstall AppSync.
(Thanks to hidefguy in forums for this solution.)
Posted in PocketMoney for iPhone | 2 Comments »
December 29th, 2009
Here are a few screen shots with some of the In-App Purchases (IAP) active.
Account Balances screen with the Coffee theme active(IAP) , the Net Worth Summary chart showing (IAP), and Group By Account Type turned on in the Prefs so the section headings show the subtotals for the account types and can be collapsed. Second Balance Line is turned ON in the Prefs > Display Options.
Category Report showing the dual Pie Chart (IAP) left side is the expenses break out and the right side is the income breakdown. The Purple Theme with 16 pt bold font (IAP) is active. Also, Food has been unselected (black binder ring versus yellow when item is selected/checked) and because it is a main category the subcategories of Food:Dining and Food:Groceries have been totaled into the Food category. Also note the new information for the percentage break down in each report row and the number of items that make up each category summary.
Edit Transaction Screen with two receipts attached (IAP), in the Green Theme with the User Font set to 18 pt bold, and the Label Font 18 pt (IAP), and the display of the ID, Memo, Class, and Cleared fields has been turned off in the Prefs > Display Options > Edit Transaction.
Tags: iap, in-app purchases, reports, screen shots
Posted in PocketMoney for iPhone | 3 Comments »
This short 10 question quiz will try to categorize your political leanings (left liberal, right conservative, centrist, libertarian, or statist). A great conversation starter!