Getting Started
Creating accounts, setting icons, creating opening balances, transferring money between two accounts.
CheckPlease, MPG & PocketMoney Working Together
Day to day use of PocketMoney & how integration with other apps makes tracking your finances faster and easier.
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).
Install SyncDocs (on OS X), backup data from PocketMoney LITE, then restore data to PocketMoney (full).
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.
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.
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.
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.
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.
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.
Setting up your budgets for the first time, and shows all the new features on the budgets screen.
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.
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.
Creating of reports,using filters to customize reports, running reports across multiple accounts, and using total worth feature to limit restrict accounts.
Reconciling
Reconcile your bank statement with PocketMoney. Creating filters, using the cleared checkbox, adjusting balances, and discussion of Cleared Balances.
Reconcile your bank statement with PocketMoney. Creating filters, using the cleared checkbox, adjusting balances, and discussion of Cleared Balances.
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.
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.
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.
Covers all of the preference settings. Rearranging accounts in the list. View options for the accounts, transaction register, and edit transaction screens.