PocketMoney® Help

Concepts

About PocketMoney
Synchronizing PocketMoney
Using Multiple Currencies
Repeating Transactions
Filters
Total Worth

How to

Purchase PocketMoney
Upgrade from Version 1.x
Tap and Hold
Cut/Copy and Paste
Navigate With a Keyboard

Setup Preferences
Setup Filters
Setup Picker Lists
Setup Custom Currencies

Manage Accounts
Reconcile Accounts

Manage Transactions
Rollup Transactions

PocketMoney Reports

Customizing the "Today" Plugin


About PocketMoney

The current version is: 2.0.1

PocketMoney is used to manage your personal finances. With it you can:

  • Track your Accounts and Transactions with Deposits, Withdrawals and Transfers
  • Specify transaction Splits, Filters and Repeating Transactions
  • Maintain multiple custom Currencies and Exchange Rates for accurate balances
  • Customize drop-down Picker Lists to speed up data entry
  • Determine your Total Worth
  • Monitor your Running Balance for each account
  • Roll-up unwanted Transactions
  • Reconcile Accounts
  • Run Financial Reports
  • and much much more!

    • PocketMoney is free to try for up to 30 days depending on where you downloaded it from. After that the trial will expire and you will have to purchase it to continue to use it. To learn more on how to buy PocketMoney, please visit here.

    PocketMoney is a registered trademark of Catamount Software.