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 2.1.8

Stability fixes and improvements

Ratings and Reviews

3.1 out of 5
350 Ratings

350 Ratings

GMARMARMAN ,

Cannot read the tiny font

Developers- I’ve been a PocketMoney user from the beginning and I do miss the simplicity of the old version. But I also appreciate the added power and features in the new version even though I do not use any of them. I only use the app as an on the fly check register as I pay bills and get cash. At year end I download data to list all transactions by category for tax purposes. So I have learned to navigate the new app and keep it simple for my purposes. The one area I cannot solve is the tiny fonts. I cannot read my balances and need to take a screen picture and expand it to read the balance. While it may be my eyes, this is the only app I have this issue and find it odd that a financial app does not place more visual focus on the balance amount. If there is a way to increase font or darken the balance in the app I cannot find it. And if not, is it possible to add such a feature?

Lisa0715 ,

Outstanding Tech Support

I’ve been using PM since 2010 and I absolutely love it. It has kept me completely organized with all of my financial transactions ever since. I can see in an instant a clear picture of my account standings at any given moment, as well as project ahead so I don’t overspend. One of my favorite features is being able to schedule transactions for the future for things that are recurring transactions based on any frequency. I had been struggling with a pretty bad latency issue for awhile in the app so I finally decided to upgrade from the free version so I could utilize the support at a higher level. Let me tell you, BEST DECISION EVER! Not only does the Pocket Money Team respond promptly, they are patient, courteous and went above and beyond to help me fix multiple issues I had, which I had created myself over time. The turnaround of getting their assistance was really phenomenal and everything is working as good as new again. I will continue to use this app for many years to come. I highly value companies that provide such great support to their customers. That is a rarity these days in my opinion.

lsv0528 ,

Updated review still would like option to have old version

I getting used to this one but have a couple issues
First I’m not paying for a subscription so it might be different if I was

Scheduled payments; if I change the date depending on what I enter it seems to create extra entries so if I need to do that I delete the existing one and add new.

Don’t like that I can’t go in and just add the scheduled payment when I want to my account. Have to use the date options to show it pending in my account for a specific date range. I want to choose what I want

Links
I want to be able to upload a picture from my photos not have to take a picture. I get an email receipt I like to include and can’t. Used to be able to do this
Also have a linked picture and transfer to another account that link in not included in the account it was transferred to

And what is the value date? How is it used. Can’t figure out from the documentation

Lastly and my biggest complaint is if I make a change to an existing transaction there is NO way to abort. Should have the save option before exiting like before. Make a mistake no way to put it back way it was. Be careful what your changing or at least write down what it was so you can put it back

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, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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