Category: Support

Keep more money in your pocket!

Importing QIF, CSV, TDF, OFX, QFX files (using only your iPad)

Before importing data, it is good practice to backup your data safely! You can import QIF, CSV, TDF, OFX, QFX files using a desktop (as mentioned here) and you can use the same procedure using an iPad instead of the desktop. There is however another way to import those files using your iPad only, which is…
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January 16, 2018 0

Importing QIF, CSV, TDF, OFX, QFX files

Before importing data, it is good practice to backup your data safely! To import QIF, CSV, TDF, OFX, QFX files, follow this procedure: Tap on the “File Transfers” button (bottom left on the main screen) Choose “Wi-Fi Transfers” Choose “Import from desktop” On your desktop, you have to open your browser (under the same Wi-Fi…
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December 1, 2017 0

Hide / show graphs in the main screen

If you like to hide or show the graphs on the main screen you can: Shake your iPhone or Settings -> Display Options -> Summary charts (on/off)


September 30, 2017 0

Synchronising data

Before every migration it is good practice to backup your data safely! There are different options to Synchronise data: PocketMoney Synch: The easiest procedure is to use PocketMoney Synch because it works with every version of PocketMoney. You have to be under the same wi-fi to be able to synchronise, so check that your wi-fi is…
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September 23, 2017 0

Using Wi-Fi

Before every migration it is good practice to backup your data safely! You can backup your data using Wi-Fi. Go to the Wi-Fi transfers section of your PocketMoney (in PocketMoney GT is the button at the bottom left in the main account screen), select Backup or Restore to desktop and follow the instructions. Basically you…
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September 23, 2017 0

Using Dropbox

Before every migration it is good practice to backup your data safely! I advice you to use PocketMoney Sync to synchronise your data, however, if you prefer, you can also use Dropbox, provided that you have PocketMoney Desktop. This procedure does not work with PocketMoney (1 and 2), due to the absence of Dropbox support in…
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September 23, 2017 0

Using PocketMoney Sync

Before every migration it is good practice to backup your data safely! You can migrate your data between two devices using PocketMoney Sync (in PocketMoney GT, you can find it tapping on the icon at the bottom right in the main account screen). You have to be under the same wi-fi to be able to…
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September 23, 2017 0

Add custom icons

PocketMoney installs several Account Type icons for you by default, but you can create and install your own, also. Use 30×30 icons for old displays, and use 60×60 for retina displays. The type of the icon needs to be either png or jpg. PNG files are better because you can set the transparency. As for naming…
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September 23, 2017 0