Pocket Money 2.1

PocketMoney is a quick and easy way to track your incoming deposits and categorize your spending. PocketMoney supports all kinds of global currencies for the PDA user who spends money across multiple international borders. This program is easy to synchronize with your desktop and can export directly into Excel or Quicken. Additionally, you can update multiple PDA units by beaming information back and forth.

PocketMoney also comes bundled with a fantastic program called CheckPlease. For anyone who has ever had a long dinner with friends, you know what happens when the bill comes. Calculating the tip and each person's portion is always a problem. Well, this problem is solved with CheckPlease. Simply enter the information from the bill, what percentage you'd like to leave for a tip, and the number of people paying, and CheckPlease will spit out an indisputable, bottom-line number.

PocketMoney is also any commuter's best friend. MPG, another program included with PocketMoney, keeps track of your gas bill and tells you exactly how your vehicle is performing. By entering the type of car you drive and how much you spent on your last pit stop, and keeping a record of how far you've driven, your gas budget will be a mystery no longer. --Kendra Hayden

Amazon.com Product Description
Pocket Money offers complete financial management and comprehensive financial tools for your handheld. You can create detailed financial reporting and essential tax management by exporting Palm-based Pocket Money data to desktop applications. Export QIF format files for use in Windows or Macintosh Quicken, Microsoft Money, or MacMoney applications. Export TDF format files for use in Excel and other spreadsheet or database applications. Use the Palm OS device infrared ports and the new IR Sync feature to beam transactions to another Palm.

You can also organize transactions into categories such as salary or interest, and quickly select from your own category lists. Split transactions with sub and sub-sub categories. There is unlimited intelligent payee pop-up: only payees appropriate to the selected category show up in the pop-up. Quickly search and then autofill the Payee field directly from entries in the Palm device. The column heading pop-up feature makes it easy to view transactions by payee, category, ID number, or memo description. Reconcile your register with your bank statement with the checkbox to denote cleared items.

I use this in place of Quicken or MS Money. You heard me right...this little app is robust enough to be your stand alone financial software. Even better is that it's portable and does many of the things the desktop money managers do. Of course you can use it as a supplement for Quicken/MS Money as it does export QIF files, but on it's own, PM has the power and features to do everything you need.

Setting up accounts is easy as is doing the actual tracking of debits/credits and so on. You can set up recurring payments, regular deposits, and so on. You can set up which accounts are counted as part of your total net worth on the overview screen so that you always have a snapshot of just how much money you really have. The portability factor is great...stop at an ATM or purchase something and you can quickly record the transaction with a minimum of stylus taps and not have to worry about entering the receipts in your desktop PC when you get home.

The app is stable (never crashes), small in size (only a few hundred Kilobytes) and the password screen is a welcome basic safety feature. Plus, all your card info and bank contact data can safely be stored in this app in the event that you lose your wallet or need to call your bank!

If you buy just one Palm application or if you feel the need to organize your finances (and keep them organized), Pocket Money is a worthwhile purchase. I can't say enough about this great product!


Amazing product! Exactly what I bought my Visor for!   December 26, 2001
Kenneth E. Udut (Naples, FL United States)
5 out of 6 found this review helpful

Pocket Money is an amazing product.

The program works very cleanly. Within 1 hr of playing around with it, I actually had, for the first time in one place, a listing of what my net worth was! To me, that's an amazing feat. I've got my 401k totals there, stock holdings, checking accts, savings accts, home equity, credit cards, the amount of change sitting in my drawer, and even the amount of money sitting in my pocket!

It took only a few minutes, and the results are truly a peace of mind, because, with every transaction, whether ATM, or in a store, or wherever, I can open up the program, and quickly add the amount of the purchase or deposit or transfer, give it a category if I want, and who it went to, and that's it. Done. I can forget about it until my next transaction takes place.

Now I don't have to wonder if I'll have enough for this item or that. Just by putting in bills that I know are coming in at the beginning of the month, I can see how much I *really* have, rather than the tempting figure that sometimes prints out on an ATM receipt.

Thanks makers of Pocket Money!


2 accounts at once!   March 29, 2002
1 out of 1 found this review helpful

Both my wife and I like to keep track of our expenses on the road. PocketMoney allows us to both track expenses on our Palms and beam account changes to one another when we return. Really a time saver.


Pocket Money   January 13, 2002
Charles E McNeillie (Columbiana, AL United States)
3 out of 3 found this review helpful

This product has a great format on the Palm, however as one who is not a wiz on the computor I gave up after spending about 6 hours trying to get it to interface with my Quicken. Might be a great product for those who are very computor literate but if your of the load and use nature, stay away. Also when I went to the Pocket Money support group I got a whole lot of instructions that may or may not have been in English for all the good they did.


This product is misrepresented   July 3, 2003
3 out of 3 found this review helpful

The product works well as a stand alone application, but does not work with MS Money. It is completely useless for those looking to something that will transfer back and forth.