PocketMoney Help & Video Tutorials
PocketMoney Tutorial Video
Getting Started
Creating accounts, setting icons, creating opening balances, transferring money between two accounts.
PocketMoney Tutorial Video
PocketMoney Sync
Covers the basics of keeping your iOS devices in sync or sync to PocketMoney for Desktop (OS X, Windows, Linux).
PocketMoney Tutorial Video
CheckPlease, MPG & PocketMoney Working Together
Day to day use of PocketMoney & how integration with other apps makes tracking your finances faster and easier.
PocketMoney Tutorial Video
Migrating Data from LITE to Full
Install SyncDocs (on OS X), backup data from PocketMoney LITE, then restore data to PocketMoney (full).
PocketMoney Tutorial Video
Using OFX & QFX from your bank
Importing and working with OFX/QFX files you downlaod from your bank.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
Creating Repeating Transactions
Walks you through how to create a monthly and bi-weekly repeating transaction.
PocketMoney Tutorial Video
Budgets Basics
Setting up your budgets for the first time, and shows all the new features on the budgets screen.
PocketMoney Tutorial Video
Budgets Rollover and Variable
Using Rollover and Variable budgets in PocketMoney 4.0.
PocketMoney Tutorial Video
Custom Filter Basics
Getting started with filters
PocketMoney Tutorial Video
Advanced Filtering
Delve into the all the options available to you with filters.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
Reports
Creating of reports,using filters to customize reports, running reports across multiple accounts, and using total worth feature to limit restrict accounts.
PocketMoney Tutorial Video
Keep the Change
How to use Keep The Change feature to round your current transaction and transfer the difference to a specific account.
PocketMoney Tutorial Video
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.)
PocketMoney Tutorial Video
Reconcile Tool
Use the new Reconcile Tool to reconcile your bank statement with PocketMoney.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
Splits
Samples of split transactions, creating split transactions, deleting split items, and explanation of items on Splits screen.
PocketMoney Tutorial Video
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.
PocketMoney Tutorial Video
Migrating from PocketMoney for Palm OS to iPhone
HotSyncing your Palm and then copying PocketMoney Palm databases onto your iPhone with SyncDocs.
PocketMoney Tutorial Video
iTunes document sharing
Connect to iTunes and send files to PocketMoney on your iOS device. (Can be used instead of WiFi transfers.)
PocketMoney Tutorial Video
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.