Custom Solutions

Here are several videos to help you get started and to take full advantage of many of PocketMoney’s features.

Getting Started Video – creating accounts, setting icons, creating opening balances for accounts, transferring money between two accounts.

CheckPlease, MPG, and PocketMoney Working Together Video – common day to day use of PocketMoney, and how integration with other apps speeds up your data entry and generally makes tracking your finances much easier.

Migrating from LITE to Full Video – install SyncDocs, backup data from PocketMoney LITE, then restore data to PocketMoney (full). (This also goes through the process of installing SyncDocs on the Mac)

Installing SyncDocs in Windows Video – step by step guide to installing SyncDocs in Windows, along with performing a backup of your PocketMoney data and importing a QIF file.

Repeating Transactions Video – walks you through how to create a monthly and bi-weekly repeating transaction.

Budgets Video – setting up your budgets for the first time and all the new features on the budgets screen.

Filtering Basics Video – getting started with filters.

Advanced Filtering Video – delve into the all the options available to you with filters.

Tracking Business Expenses with PocketMoney Video – easy and simple expense tracking, setup filter for expenses for the month, submit expense report via email or csv/tdf file, and get reimbursed.

Report Video Tutorial – creating of reports, including report line items in total, pie chart, using filters to customize reports, running reports across multiple accounts, and using total worth feature to limit which accounts are included in a report.

Rollups Video Tutorial – what does Rollup in Tools menu do, when to rollup, how to set a filter to specify what data you want to rollup, and how the rollup item summarizes historical category info for you.

Options, Options, and more Options Video – covers all of the preference settings, rearranging accounts in the list, and the view options for the accounts screen, transaction register screen, and edit transaction screen.

MS Money to PocketMoney Video Tutorial – Export an account from MS Money Plus to PocketMoney using SyncDocs, setting the QIF Import options to match the formats in the QIF file, make changes in the exported account in PocketMoney, create a Recent Changes filter, and upload the changes back into MS Money.

Migrating from PocketMoney for Palm OS to iPhone Video – HotSyncing your Palm and then copying PocketMoney Palm databases onto your iPhone with SyncDocs.

Reconciling Accounts in PocketMoney Video Tutorial – Reconciling your bank statement with your PocketMoney data. Create filters to help you reconcile, using the cleared checkbox, adjusting balances, and discussion of Cleared Balances in filter bar.

Split Transactions in PocketMoney Video Tutorial – When to use splits, some sample split transactions (paycheck, grocery store checkout with cash back, gas station with food), creating a transaction with splits, deleting split transactions, using Adjust and Remainder+.

…more videos coming…