Why fuss with manually downloading and cleaning your transaction data? Pocketbook does it safely and automatically... and keeps it up to date.
Why bother with Excel formulas? You'll find 80% of transactions already smartly categorised. McDonald's is "food", the pub is "drinks".
Why waste time thinking about different ways to visualise your data? Our analyse feature have figured it out for you.
Financial planners and accountants recommend Pocketbook to their clients. We make everyone's life easier.
"Since using Pocketbook, I feel more in control of my money."
"I love that it reminds me if something is unusual, like a forgotten bill payment."
Rebecca, Web Designer & Founder GorgeousiPadCases.com
Tracking spending and expenses is critical to achieving your budget, savings and personal financial objectives. There are also additional benefits, for instance doing your tax return or claiming back business related expenses from your work.
There are number of way people track their expenses, this includes:
Tracking expenses for meaning is highly important. Organising the spending data along the way makes reviewing in the future much easier, particularly when using tracked expenses to make key financial decisions - such as applying for a loan, making a big purchase or creating a budget.
Some tips for easily creating meaning for your tracked:
We created Pocketbook as a tool to help make expense tracking ridiculously simple. We help by fasttracking the importing and analysis of your spending data - making sense of your historical spending for you.
At sign-on, we take 60 seconds for you to sync your bank transactions and categorise up to 80% of transactions. So you can quickly understand how you spent on car, home and groceries. A process, which typically takes hours, now takes literally minutes.
We then repeat the process daily as we keep your data up to date, and the automatically alerts you when you have irregularities in your spending, such as a large bank fee or if you're late paying a bill. Together with features to let you capture receipts. Pocketbook is the simplest way to have everything in the same place.
Quite simply, if you want the easiest way to track and manage your expenses, then Pocketbook is the tool you must have.