PocketMoney 4+

Budget? Expenses? PocketMoney‪!‬

PocketMoney GmbH

    • 3.7 • 107 Ratings
    • Free
    • Offers In-App Purchases

Description

With 26 years’ history, 1 million total downloads and about ¼ of a million users worldwide, PocketMoney is one of the most used budgeting and personal financial apps in the App Store!

Find out why AppAdvice.com said about the former PocketMoney: “The app is easy to use that in fact, it is fast-becoming my most-used app on my iPad.”

PocketMoney has been fully rewritten and it is now the most advanced personal financial manager in the store, with the highest amount of features to manage your money like a PRO!

PocketMoney can track thousands of transactions through many years of financial data with no performance loss.

PocketMoney lets you track your income and expense, your cash flow, understand your net worth, schedule your bills, create budgets, monitor your stock portfolio and investments, show you where you spend the most, manage the accounts of a small business and improve the overall health of your finances. PocketMoney works on iPhone, iPad, and Mac OS.

Main features:
- NEW: Automatic transactions download from banks and financial institutions, so you don’t have to create transactions manually anymore. This feature is supported only in certain countries (*)
- Unlimited number of accounts (checking, credit cards, savings, retirement, PayPal, Bitcoin, Cryptocurrencies, investments and more), categories and transactions
- Simple, recurring and advanced transaction’s entry process with autocomplete funcitonalities
- Multiple ways to filter, order, mark and highlight transactions
- Multiple transaction’s editing
- Manage complex account transfers and splits
- Set planned and recurring transactions
- Multi-currency support
- Password protection (support regular passwords, Face ID on iOS and Touch ID on iOS and Mac OS)
- Create budgets to keep track of your cash flow
- Input photo receipts
- Reconcile accounts
- Apple Watch app
- Manage shared expenses
- Create tailor made reports and charts with a powerful rule engine
- Create charts
- Create simple and complex rules to automate the transaction input
- Monitor your stock portfolio and all your assets
- Import transactions from the following formats: QIF (Quicken), OFX, CSV, XML and JSON
- Automatic Synchronization between iPhone / iPad and Mac using iCloud or Dropbox, or your local network through an integrated web interface
- Use your own customised icons for the account
- Available in English, French, Spanish, Catalan, Italian, German and Japanese

Plans:

FREE with advertising

SILVER:
- Remove the majority of the advertising (no advertising in accounts and transactions, minor advertising only for secondary advanced features).

GOLD:
- All the features of SILVER
- Remove ALL the advertising
- Use the MacOS desktop application (available on the Mac App Store)
- Enable the professional features (you can manage your small business accounts, create multiple companies, manage clients, create invoices and handle taxes creating tax reports)
- Receive advanced support (in English)

PREMIUM:
- All the features of GOLD
- Automatically download transactions from banks and financial institutions (*).
(*) This feature is only available for users with a bank in the following countries: USA, Australia, Canada, Colombia, Hong Kong, India, Malaysia, Mexico, New Zealand, Netherlands, Singapore, South Africa, Thailand, UAE, and provided that the bank is covered by the service (it is possible to check inside the app before subscribing)."

https://www.pocketmoney.com/terms-of-use/

What’s New

Version 3.1.21

Stability fixes and improvements

Ratings and Reviews

3.7 out of 5
107 Ratings

107 Ratings

LizDu ,

Will persevere but the new app is very different

Was pretty annoyed yesterday when opened the Pocket Money app to discover it was no longer supported and would need to download a totally different app. Really feel that some warning messages could have been sent. Eventually worked out how to get my data using iTunes and file sharing, even though I couldn’t open the app, but took me most of an afternoon. Once I’d got the file transferring the file into the new app was easy. The new version is pretty different and it’s going to take a while to figure out whether it can do some of the things the old app could (roll up cleared transactions, process repeating transaction to date…). I would suggest that for people who just want to keep a note of incoming and outgoings for the month so they don’t overspend before payday and want to check how much they have after monthly bills this is a little complicated and there are better apps out there but I will persevere for a bit as starting with a new app will be a lot of work.

IRB124 ,

Mixed feelings!

Having read the reviews I was very reluctant to update from the original PocketMoney app which I’ve been using for many years. However, following a forced iPhone reset, I had no option. Having spent a few days using the new app it has really grown on me. The data transfer process worked pretty seamlessly, apart from my Budget and account sort codes, but many years of transactions pleasingly did. I can understand why some people find the user interface less friendly to use, but under the hood the functionality works very well for my purposes and has enhancements over the original app. I think with a bit more refinement to the UI this could bring the fans back. UPDATE 3 years on -Unfortunately I can no longer recommend the PocketMoney app. Over time bugs have crept in and it’s proved impossible to raise support tickets via the designated Help page. The automated Scheduled DD / Standing Order function stopped working throughout February 24 so had to add repeating transactions manually each month. Also only able to sync between devices manually which has been an issue for the past 18 months. It is a shame as this App did have great potential.

Microtis ,

Living with the app

Almost my most-used app. After feeling somewhat highjacked into adopting this app after the former PocketMoney app disabled without warning, I have lived with it for a few years now and, importantly, I am still able to access the historical data accumulated previously. My greatest niggle is that there is no way to assign a default category to regular payees (eg Sainsbury’s is nearly always Groceries). It is also dangerously easy to inadvertently delete data when accessing existing records. I would also like to be able to backup my data to a cvv file that would, in extremis, be accessible on a platform such as Microsoft Excel. Otherwise, users remain vulnerable if/when this iteration of the app is abandoned by the developer. Finally, I pay an annual subscription to remove adverts and presumably support development. But there appears to be little ongoing development of this app. Whilst it is stable, I would argue it has yet to reach the pinnacle of perfection.

Developer Response ,

Dear user, thank you for your feedback!
We would like to address two of your concerns:
1) Regular transactions: each time you create a transaction you can show previous transactions from a button which appears below, and you can quickly add transactions which appears on a regular basis.
2) Export function: you can definitely export your data on CSV, either in case you want to access it from another app (Excel) or simply migrate to another software in the future.

I hope this helps.
Best regards
The PocketMoney Team

App Privacy

The developer, PocketMoney GmbH, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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