Budgeting Planner | Pocketbook

Budgeting Planner | Pocketbook

10,000 - 50,000 downloads

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Pocketbook - Budget Planner, Money & Expense Manager makes personal finance, expense tracking & budget planning easy. It is the only popular personal finance app that gives you the option to synchronize with Australian Banks – so no more manual expense entry.

More than 100,000 Aussies trust Pocketbook - Budget Planner, Money & Expense Manager. And the press loves us

- Kochie, Sunrise - "This is getting to be one of my favourites! ... it automatically downloads all the information and classifies it”

- CNET - "Pocketbook is the best app of its kind we've ever seen”

- Featured in The Australian, BRW, Huff Post, Lifehacker and Choice

List of supported banks with auto-sync in Pocketbook - Budget Planner, Money & Expense Manager:

- ANZ Bank
- Commonwealth Bank
- NAB
- Westpac Bank
- Bank of Melbourne
- BankSA
- Bankwest
- Bendigo Bank
- Citibank
- ING Direct
- St George Bank
- Suncorp Bank
- UBank
- ME Bank
- NEW: HSBC

If your bank is not listed here, there's an option to export your bank's feed and upload it to Pocketbook in bulk.

Overview of Pocketbook - Budget Planner, Money & Expense Manager

Pocketbook is a budget planner app that makes personal finance ridiculously simple. Put an end to manually entering your spending and keeping track on spreadsheets. The perfect expense tracking tool!

You’ve tried other budgeting apps, now try Pocketbook. Made by Australians for Australian Android users.

Within 60 seconds of signing-on to the app, we automatically sync your accounts, get 80% of your transactions automatically categorised & upcoming bills detected. We'll send you helpful alerts for when bills are late, and bank fees are charged. Not to mention a weekly summary to keep your budget on track.

Highlights of Pocketbook - Budget Planner, Money & Expense Manager

1. Discover your spending across all your bank accounts - See where your money is going. Sync all your bank transactions with the app into a single view in seconds. Bank feeds available for Commonwealth Bank, Westpac, ANZ, NAB, St George, Bankwest and more!

2. Know exactly where & how you spent – Use mobile photos & geo-location to input cash transactions like coffee and beer, or add additional details like photo receipts, bills & invoices to your transactions.

3. No more missing bills & late-fees - All your bills automatically detected and in the one place. Get notified when they are coming up and if you have enough money to cover.

4. Organise your personal finance & budget for future – Auto-categorisation and tagging putting you back in control of finances. Safely Spend helps you limit your weekly or monthly spend, so you can budget without even thinking.

5. Simplify your life - Alerts via push notifications through the app, and exactly when you need them to stay in control. Get peace of mind that things are on track, whether it's your money saving goals or just making sure bills are paid on time.

Features of Pocketbook - Budget Planner, Money & Expense Manager

- Sync your bank accounts so no more manual entry
- Upcoming bills reminders & track expenses
- Manual entry of cash transactions (with location & photo receipts)
- Auto-categorise 80% of your transactions into smart spending categories
- Safely Spend to track and limit your expenses beyond your bills
- Alerts for late bill, large bank fee, & spending close to limit
- Weekly summary alerts to inform you of upcoming bills
- Upload QIF / OFX finance file formats

More coming:
- Savings goal setting & forecasting
- Integration with more banks
- Spending charts & graphs

About Pocketbook:

At Pocketbook, our mission is to better the everyday lives of ordinary Aussies. Today, cost of living is the #1 worry for Aussies and we want to use computing power and beautifully intuitive design to help people understand and do more with their money. So they can do the things they would rather do.

Visit https://getpocketbook.com.

Recently changed in this version

v1.1.15
- New tab design! Improved usability and access to app functions.
- More control over notifications

v1.1.14
- Bug with safely spend - crashing when no income detected.

v1.1.13
- New safely spend! Now detects income, bills and savings.
- Updated sign-in/sign-up pages
- Improvements to Safely Spend
- New notifications setup

v1.1.12
- Fixed major bug with notification opens crashing app
- Fixed bug with notifications and pin code

v1.1.11
- Performance updates and minor bug fixes.


Comments and ratings for Budgeting Planner | Pocketbook
  • (69 stars)

    by Sylvia Hanania on 03/12/2014

    User friendly. Syncs everything. Does work that would take me hours in minutes and has a great looking interface on desktop and phone. Can't recommend it enough.

  • (69 stars)

    by Mike Carter on 02/12/2014

    But close. I wish all the credit unions and banks on board. Easy to see my money. All the time.

  • (69 stars)

    by Carla Quintela on 02/12/2014

    Categories to label transactions are very limited. Trying to remove notes or tags added are impossible and i can't select bills from transaction lists and has automatically made income as a bill aswll... lots of improvements to be made.

  • (69 stars)

    by Marcus Babajews on 02/12/2014

    Absolutely brilliant. Don't forget to use the website too as that provides much more functionality. I already saw it said that they will concentrate on making the credit card account balances understood as debts which needs to be done to give an accurate overview.

  • (69 stars)

    by Andrew Prince on 02/12/2014

    This app ties in great with commonwealth and ing banks to let me track all my expenses and calculate where my money is going. Used on HTC One XL

  • (69 stars)

    by Rob McNamara on 01/12/2014

    Can't add all types of credit cards, agree that it could be more user friendly/include more features.

  • (69 stars)

    by Elizabeth Stuart on 01/12/2014

    Miles ahead of the rest