Getting Started Creating accounts, setting icons, creating opening balances, transferring money between two accounts.
PocketMoney Sync Covers the basics of keeping your iOS devices in sync or sync to PocketMoney for Desktop (OS X, Windows, Linux).
CheckPlease, MPG & PocketMoney Working Together Day to day use of PocketMoney & how integration with other apps makes tracking your finances faster and easier.
Migrating Data from LITE to Full Install SyncDocs (on OS X), backup data from PocketMoney LITE, then restore data to PocketMoney (full).
Using OFX & QFX from your bank Importing and working with OFX/QFX files you downlaod from your bank.
Installing SyncDocs in Windows Step by step guide to installing SyncDocs in Windows along with performing a backup of your PocketMoney data and importing a QIF file.
Quicken for OS X to PM Import & Export data to and from Quicken for OS X to PM using SyncDocs. Uploading only changes since last import/export.
Quicken 2009 Windows to PM Import & Export data to and from Quicken 2009 for Windows to PM using SyncDocs. Uploading only changes since last import/export.
MS Money to PocketMoney Import & Export an account to and from MS Money to PM using SyncDocs. Setting the QIF Import options. Uploading only changes since last import/export.
Creating Repeating Transactions Walks you through how to create a monthly and bi-weekly repeating transaction.
Budgets Basics Setting up your budgets for the first time, and shows all the new features on the budgets screen.
Budgets Rollover and Variable Using Rollover and Variable budgets in PocketMoney 4.0.
Custom Filter Basics Getting started with filters
Advanced Filtering Delve into the all the options available to you with filters.
Tracking Business Expenses Easy and simple expense tracking, setup filter for expenses for the month, submit expense report via email or csv/tdf file, and get reimbursed.
Reports Creating of reports,using filters to customize reports, running reports across multiple accounts, and using total worth feature to limit restrict accounts.
Keep the Change How to use Keep The Change feature to round your current transaction and transfer the difference to a specific account.
Reconciling Reconcile your bank statement with PocketMoney. Creating filters, using the cleared checkbox, adjusting balances, and discussion of Cleared Balances. (See the next video "Reconcile Tool" for the improved way to reconcile.)
Reconcile Tool Use the new Reconcile Tool to reconcile your bank statement with PocketMoney.
Rollups What does Rollup in Tools menu do? When to Rollup, how to specify what data to rollup, and how the Rollup summarizes historical category info for you.
Splits Samples of split transactions, creating split transactions, deleting split items, and explanation of items on Splits screen.
Options, Options Everywhere Covers all of the preference settings. Rearranging accounts in the list. View options for the accounts, transaction register, and edit transaction screens.
Migrating from PocketMoney for Palm OS to iPhone HotSyncing your Palm and then copying PocketMoney Palm databases onto your iPhone with SyncDocs.
iTunes document sharing Connect to iTunes and send files to PocketMoney on your iOS device. (Can be used instead of WiFi transfers.)
Web Browser Data Transfers Uploading files to/from your device 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. Entering password if prompted.
All content copyright Catamount Software 2009-2011
iPhone Compatible Website Design by Quapps