PocketMoney 3.0 Video Tutorials

managing your money on the iPhone, iPad, iPod Touch

PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Fri Jan 08, 2010 5:47 am

I'm going to be updating most of the video tutorials for 3.0.x. Here are the first couple.

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

Web Browser Transfers Video - uploading a file from your iPhone/iPod Touch to your desktop (Windows/OS X), downloading a custom icon from the desktop to your iPhone, and performing a "Backup to desktop..." using a web browser on your desktop. Covers switching from SyncDocs to Web Browser for Transfer Type in preferences, and entering the password if prompted.

The old videos are still very worth wild to watch so if the new videos don't cover a feature try watching the 2.x videos.
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Mon Feb 22, 2010 1:35 am

The Reports video has been updated to 3.0.x

Reports - Creating of reports, using filters to custom reports, running reports across multiple accounts, using total wroth feature to limit/restrict accounts, and the purchasable Charts Add-on features.
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Fri Aug 27, 2010 11:12 am

"Keep the Change"- How to use the new "Keep the Change" feature that many Bank of America customers have requested.
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Wed Sep 08, 2010 6:03 pm

PocketMoney Sync Instructional video - the basics of syncing multiple iOS devices together, or to sync with PocketMoney for Desktops (OS X, Windows, Linux). Requires PocketMoney 3.1.
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Wed Sep 22, 2010 7:53 pm

Accounts Receivables/Outstanding Invoices Tutorial - if you are running a business and tracking outstanding invoices this is one way to do it along with tracking it in budgets.
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Re: PocketMoney 3.0 Video Tutorials

Postby Deesue » Sun Jan 30, 2011 2:35 pm

I can't seem to find the tool to reconcile my register. I have the free version to I need to upgrade?
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Re: PocketMoney 3.0 Video Tutorials

Postby Feathers » Sun Jan 30, 2011 3:21 pm

There isn't a tool as such, just the checkboxs/binder rings beside each transaction.

(starting a new topic might be best for questions like this)
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Re: PocketMoney 3.0 Video Tutorials

Postby Kennyc4 » Mon Feb 07, 2011 9:57 am

Is there a video tutorial to learn how to balance an account? I just bought the software and am trying to decide if i like it yet
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Re: PocketMoney 3.0 Video Tutorials

Postby romad » Mon Feb 07, 2011 11:29 am

All you need to do is compare PM to the account statement(s) from your financial institution, and check off the transactions listed on the statement(s).
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Mon Feb 07, 2011 12:45 pm

Kennyc4 wrote:Is there a video tutorial to learn how to balance an account? I just bought the software and am trying to decide if i like it yet


Here are all the videos. See the video on Reconciling to balance your account.
http://catamount.com/iPhoneApps/PocketM ... ?content=2
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Re: PocketMoney 3.0 Video Tutorials

Postby HardyMacia » Mon May 23, 2011 2:11 pm

Version 3.1.5 adds Reconcile Tool.

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