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

v1.1.11
- 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
  • (67 stars)

    by Ashley Rodan on 26/07/2014

    Keep up the good work

  • (67 stars)

    by Ethan Wiseman on 26/07/2014

    This app has a lot of potential. It would be better if you could set budgets fore each category as opposed to an overall break the bank budget. Not breaking the bank isnt budgeting. It would also be better if they included credit card companies like American Express... its shown on their add an account screen but they arent there.

  • (67 stars)

    by Maree Petersen on 25/07/2014

    Useless If your bank is not listed

  • (67 stars)

    by Ned Smith on 23/07/2014

    One of the best apps I've seen. Very useful, well set out, with relevant features.!

  • (67 stars)

    by Liv Turner on 23/07/2014

    This app was reccomend by Kochie on sunrise and it has been everything I need and more! Thanks Kochie!

  • (67 stars)

    by Juan Aguero on 22/07/2014

    I might be missing something, but the application is described as "a budget planner app"... I cant seem to find anywhere (online, or on the app) that I can set budget amounts to each category... Other than that and a few quirks on the webpage, works as expected... Liking the way new transactions are automatically categorised after synchronisation.

  • (67 stars)

    by Anthony Hawkes on 21/07/2014

    Would love a forecast of how much I would have at x point in the future but otherwise awesome!