PocketMoney LITE - Checkbook app for iPhone and iPad


4.8 ( 3968 ratings )
Productivity Finance
Developer: Catamount Software
Free
Current version: 4.3.2, last update: 7 years ago
First release : 28 Dec 2008
App size: 14.73 Mb

PocketMoney gives you the most features, at the least cost, in an effective user interface. Find out why AppAdvice.com says: "The app is easy to use that in fact, it is fast-becoming my most-used app on my iPad."

Need to track your finances on multiple iPhones, iPads, iPods, other OSs, or desktops? PocketMoney can do that, too. Sync multiple iOS devices together over Wi-Fi or to the PocketMoney desktop app on OS X, Windows, and Linux (www.catamount.com).

POCKETMONEY LITE 4.x

Take control of your finances today with PocketMoney. A powerful yet easy to use personal finance manager, PocketMoney lets you track your cash flow, understand your net worth.

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.

** Keep your data secure by using a PIN, and back-up all your data to your desktop in a single step.


LIST OF FEATURES:

TRACK YOUR MONEY:
- Track an unlimited number of accounts (checking, credit cards, savings, assets, liabilities). (*LITE limited to 2 accounts**)
- Deposits, Withdrawals, and Transfers between accounts.
- Smart Repeating transactions (weekly, bi-weekly, monthly, allowing for 31 day months and manual exceptions). (** LITE limited to 2 repeating transactions*)
- Reconcile and rollup your accounts.
- Auto-complete transactions in real-time by simply entering the first few letters of a known payee.
- Full multiple currency support for international transactions.
- Email transactions to your wife/husband/significant other to keep your accounts in sync.

ANALYZE YOUR SPENDING AND BUDGET:
- Set budget limits across various categories. (LITE limited to tracking 5 categories)
- Extrapolate budget limits weekly, monthly, quarterly, and yearly.
- Easy visualization through an easy to understand colored progress bar.
- Generate real-time reports to track categories, payees, etc.
- Custom filters let you to create the exact reports that you need.

SPEED WHEN YOU NEED IT
- Auto-complete transactions in real-time by simply entering the first few letters of a known payee.
- Search bar makes finding transactions very fast.
- Can handle years worth of transactions with no performance loss.
- 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...)
- Repeating transactions are entered once and auto-enter themselves

PROTECT YOUR DATA:
- Backup your data automatically to iCloud or to PocketMoney Desktop.
- Export all (or a selected range) your data to other desktop applications via QIF (finance apps) or TDF (spreadsheets) files.
- Secure your data by using a PIN.

The FULL version of PocketMoney:
Does not have ads and has many other features.

Pros and cons of PocketMoney LITE - Checkbook app for iPhone and iPad

PocketMoney LITE - Checkbook app good for

After trying the app, I found the way to setup biweekly recuring transaction... So, forget previous comment about this miss.
Will probably be getting the full version soon. But what Id love: to be able to photograph receipts and store them like u would a memo.
This app is awesome. The one I was using before didnt have the option for more than one account big plus.
This is so useful for keeping track of spending and making money and even better when your saving up for something its so useful!!!
This is the best budgeting app that I have ever downloaded! This is the app to get when it comes to budgeting
I am very satisfied with this App. I had tried many others before but they did not have the capabilities that this App has such as pre posting repeated transactions automatically by the number of days you wish and also syncing easily with PocketMoney also installed on my Windows desktop version for $20.... Replacing my faithful Quicken for 10 years. Buy it without fear. You will be happy whether you use it on your iPad, iPhone or Desktop. Also has tutorials for those who have no bookkeeping knowledge and need a little help. I have found no bug so far but have not fully used the budgeting feature, I give it a definite 5 Stars for its usefulness and easy use.

Some bad moments

Version 4.0.1 had a bug: it crashed while loading. Version 4.0.2 was just released and it is still crashing! :-( I have data in this app. How am I going to retrieve it? Anyway it is a good app and I will keep using after bug gets fixed.
It does not open the keyboard to write the password! How will I have access to my data? It started happening today!
I bought 3 finance app already but nothing compare to my PDA money the perfect finance program. Then I saw this I like it will definitely buy the full one if you have biweekly recurrance. Almost perferct. Pls put biweekly.
Previous iterations of this app were quite good but the latest update inserted imbedded advertising. These ads cause the app to run very slowly and to become completely unresponsive to user inputs for upwards of 7-8 seconds at a time. Avoid this app.
was working fine b4 the update, now it has tons of bugs!!!! the budget period can no longer change back to monthly, whoever did this update must be a very poorly skilled tech guy!!!! plz fix immediately!!!!!!!
Loved this program before the most recent update. Now the time periods are completely messed up. It wont allow me to change my budget periods back to monthly, no matter what it keeps reverting back to 4 weeks or bi-monthly. Neither of which Ive ever used before. Please fix!

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