Pocketbook Budgeting Planner

Pocketbook Budgeting Planner

10,000 - 50,000 downloads

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Pocketbook 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 entry.

- 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, Huffington Post, Yahoo! Finance, Lifehacker, Business Insider and Choice

List of supported banks with auto-sync:

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

Visit https://getpocketbook.com for more.

Recently changed in this version

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.

v1.1.10
- Custom periods for bills! This means you can now set the exact date and the period when the bill is due e.g. 15th of every month, Monday of every week and more.
- Secure pin lock!

v1.1.8
- Minor bug fixes.

v1.1.7
- Set date when adding cash transactions. Much asked for by our users and we listened so here it is!


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

    by Karen Purser on 22/08/2014

    Brilliant app p for financial management

  • (69 stars)

    by Adrian Cobb on 20/08/2014

    Cant set exact money to use. There is no list of notifications. You get it pop up. But the message is cutoff and there is no way too read the detail. Too many notifications for my liking too. 21/08 Update - So how about setting exact money, rather than a slider that gets you an approx amount.

  • (69 stars)

    by Paul King on 20/08/2014

    The reviews seem excellent however I am extremely reluctant to hand over my login details and password to be stored by ANYONE. I have installed but not used the app at this stage. How can the banks themselves be OK with this information being stored by someone other than the account owner?

  • (69 stars)

    by Monique Smith on 20/08/2014

    Love it

  • (69 stars)

    by Adam Henry on 20/08/2014

    So simple and effective

  • (69 stars)

    by Mathew Bragg on 20/08/2014

    Can't access the app through the daily notification. Always crashes. Also would be nice to be able to access reports on the mobile app. Other than that is pretty good.

  • (69 stars)

    by Carlos Condack on 19/08/2014

    Great app, always tells me when I'm close to overspending and helps me keep track of all my accounts in one place with a single login