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/

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User Rating

3.38 out of 5

8 ratings in Malaysia

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Ratings History

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PocketMoney Reviews

Help! I can’t access pm2

Help I can’t access pm2. It says developer needs to update this before it can work.

Regret clicking update

I was happily using the earlier version but in a spree of trying to update a few other apps - accidentally clicked update for this Ended up with this new-fangled version which 1. Suddenly requires you to choose your database - I went what? What is this? I thought I had ended up with a file management app 2. Layout is confusing, and probably 3 - 4 steps backwards in terms of ease of use 3. Annoying that the ability to quickly enter you expenditures and income that was the hall mark of the previous feature, is apparently something that the latest version feels unnecessary - so requires the user to key in some core info - and if the spend is in the past - have to click edit to make those changes 4. I don’t know where anything is anymore 5. Actively looking for a viable alternative - managing your finances is stressful enough - but having to fumble through not thoroughly thought out UI while doing that is just torture that I don’t need now

User interface

Prefer the earlier version much much better

Don’t recommend

This new version has lost it’s original spirit. Instead of the original innovation by the creator, the owner has just replace the whole concept into something copy-and-paste from another app. So why settle for this?

Almost similar to the old version BUT

The new version is okay but and there are some improvements but there are some quirks that could use some improvement 1. Links can use only the camera (for you to take photos of your receipts apparently) but you cannot access your photos to select your screenshots (I always screenshot my online transaction) 2. Dates - Defaults to today’s date even when you are doing multiple transactions of past dates. Should have an option to allow for the dates to stay on the previously entered date for proceeding transactions. 3. Segregation of accounts. Older version can group your credit cards together, your investment accounts together, banking accounts together ... can’t do that now 4. Sorting of data entry. Alphabetical only which is confusing especially if you have multiple entries for one day. I’d prefer the sorting to be done based on what I put first than for the app to sort it Alphabetically for me. 5. Scheduled transactions - cannot change the dates as it will screw up previous entries etc. Very frustrating because salaries don’t come in on the exact date, sometime it comes in a day early etc (as the normal dates falls on a weekend etc). I’m sure that this can be fixed but having a new version that supposedly is better than the old one but to actually be below par is not promising.

Utter rubbish upgrade, let me PAY to go back to the old version!!!!

Utter utter rubbish concept to get users to pay to use by adding tons of feature that is written for accountants, not normal users like us to understand. Add so many options into the main user screen that now I am furious looking for a paid alternative so my expenses tracking is not completely gone haywire that I don’t even understand why my dates are all wrong with inputs that do not tally!!!

Option to Revert to Old Version

I find the new version is so cluttered and not user friendly at all. It’a truly unbelievably complicated where many features would be under utilized. Very frankly the overall layout is way too jam packed, some of the columns can’t even view details in full and it is overly crowded. I share the same view with another fellow user that me too has paid for the previous version and now I’m been placed on a limbo for option to go on monthly/yearly subscription! This is outrageous and a ripping strategy by PocketMoney developer. I’m sure if alternatives are given, many users would prefer to fallback or rollback to the previous version. My sincere opinion is that the latest upgrade is just way too cluttered, jam packed with features that would probably benefit tiny small number of users and I don’t think it goes down well with most users. Please allow me to rollback to the previous version. I’m after a simple minimalist layout that’s not crowded with under utilized information. After all when PocketMoney was initially introduced, the key behind it is minimalism and not packed with such clouded info that will be likely to be under utilized. For God sake, please revamp or allow me to rollback to the previous version.

Apps become not user friendly anymore

Hi there, Is there a way to revert back to previous version. I find the new update disruptive as a lot of user friendly features have been removed. In addition, I have paid for the previous version and now need to do subscription instead. Please let us have a choice to go back to the previous version. Thanks.

Very Disappointing!

Suddenly the Pocketmoney was updated by itself and all my three years accounts just disappeared! Now I don’t know how to retrieve them!!!

Downgrade

How do I downgrade to version1.9? 12months cash flow chart and net worth balance chart are gone in v1.9 are gone! Totally don’t like the new layout!

Store Rankings

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Category Rankings

Chart	Category	Rank
Top Grossing	Czechia Finance	11
Top Free	Greece Finance	481

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App Info

Last updated

3 weeks ago

PocketMoney

Budget? Expenses? PocketMoney!