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POCKETBOOK - BUDGET PLANNER, PERSONAL FINANCE, HOW TOHELPABOUT USSECURITYGET STARTED Trusted by over 800,000 Aussies, Pocketbook empowers you to take back control of your money. Discover the simple way of saving smart and spending smarter today. SETTING UP YOUR BUDGET Setting up your budget. This section provides instructions on how to set up Safely Spend and budget with the mobile app version of Pocketbook. How do I set or adjust my Budget? View transactions for week or month. Budget by category and savings goals. HOW DO YOU MAKE MONEY BEING FREE? How do you make money being free? Pocketbook is a Zip company, funded to help empower people to fulfil their life goals by helping them save and spend smarter. We believe everyone should have access to personal finance management, not just those who can afford it. Finances are one of the most important and one of the least understood aspects of HOW DO I EDIT MY CATEGORIES LIST? To edit your categories. Go to the Setting page . In the left-hand menu bar, select “Category Settings”. (This takes you to the Category Setting page) Find your created categories under the heading User Categories. Note the three buttons on the right-hand side of each category name. The Trash Can Icon allows you to delete the category. YOU HAVE FORGOTTEN YOUR PASSWORD. This is an answer for the Pocketbook web version. Switch to the mobile app answer. ----- You can reset your password YOUR ACCOUNT ISN'T SYNCING. 1. Go to the Track Tab. 2. Under "Top transactions" click on "All transactions". 3. Pull down from the top of the screen until the loading symbol appears clearly. 4. Let go and your accounts will sync. If the issue isn’t solved by giving your account a manual sync, youcan email us.
WHICH BANKS DO WE CURRENTLY SUPPORT? First Option. G&C Mutual. Gateway Bank. Greater Bank. Heritage Bank. Hume Bank. IMB Bank. ING Direct. Macquarie Bank (Transaction accounts, Savings accounts, Credit cards ) IMPORT QIF, OFX OR CSV FILES MANUALLY. You can import QIF or OFX files manually for your account using the Import Transactions option. To import transactions manually:1. You CHANGE / REMOVE CATEGORY APPLIED. Change / remove category applied. This is an answer for the Pocketbook web version. Switch to the mobile app answer. Unfortunately, you are currently unable to delete categories on our Web browser and can only do so in the app. Please find instructions on how to POCKETBOOK - AUSTRALIA’S MOST LOVED PERSONAL FINANCE APPWHYSECURITYSIGN INABOUT POCKETBOOKHELP Save smart, spend smarter. There are exactly two ways to save money; either by spending less or spending smarter. Neither is easy to do, unless you have Pocketbook! We made it our business to help you save smart and spend smarter, without doing much at all. POCKETBOOK. now. Tommy, your spend is $148 less than budgeted for the week. So far sogood.
POCKETBOOK - BUDGET PLANNER, PERSONAL FINANCE, HOW TOHELPABOUT USSECURITYGET STARTED Trusted by over 800,000 Aussies, Pocketbook empowers you to take back control of your money. Discover the simple way of saving smart and spending smarter today. WHICH BANKS DO WE CURRENTLY SUPPORT? First Option. G&C Mutual. Gateway Bank. Greater Bank. Heritage Bank. Hume Bank. IMB Bank. ING Direct. Macquarie Bank (Transaction accounts, Savings accounts, Credit cards ) CHANGE / REMOVE CATEGORY APPLIED. Change / remove category applied. This is an answer for the Pocketbook web version. Switch to the mobile app answer. Unfortunately, you are currently unable to delete categories on our Web browser and can only do so in the app. Please find instructions on how to POCKETBOOK ON THE WEB Getting started on the web. About this Pocketbook guide. Signing up with your email address. Setting up your bank account for the first time. Adding your bills for the first time. Setting up your Budget (mobile only feature). Categorising your transactions for the first time. See all 8 articles. SETTING UP YOUR BUDGET Setting up your budget. This section provides instructions on how to set up Safely Spend and budget with the mobile app version of Pocketbook. How do I set or adjust my Budget? View transactions for week or month. Budget by category and savings goals. HOW DO I EDIT MY CATEGORIES LIST? To edit your categories. Go to the Setting page . In the left-hand menu bar, select “Category Settings”. (This takes you to the Category Setting page) Find your created categories under the heading User Categories. Note the three buttons on the right-hand side of each category name. The Trash Can Icon allows you to delete the category. HOW DO YOU MAKE MONEY BEING FREE? How do you make money being free? Pocketbook is a Zip company, funded to help empower people to fulfil their life goals by helping them save and spend smarter. We believe everyone should have access to personal finance management, not just those who can afford it. Finances are one of the most important and one of the least understood aspects of YOUR ACCOUNT ISN'T SYNCING. 1. Go to the Track Tab. 2. Under "Top transactions" click on "All transactions". 3. Pull down from the top of the screen until the loading symbol appears clearly. 4. Let go and your accounts will sync. If the issue isn’t solved by giving your account a manual sync, youcan email us.
YOU HAVE FORGOTTEN YOUR PASSWORD. This is an answer for the Pocketbook web version. Switch to the mobile app answer. ----- You can reset your password POCKETBOOK - BUDGET PLANNER, PERSONAL FINANCE, HOW TO Trusted by over 800,000 Aussies, Pocketbook empowers you to take back control of your money. Discover the simple way of saving smart and spending smarter today. POCKETBOOK ON THE WEB Getting started on the web. About this Pocketbook guide. Signing up with your email address. Setting up your bank account for the first time. Adding your bills for the first time. Setting up your Budget (mobile only feature). Categorising your transactions for the first time. See all 8 articles.POCKETBOOK MOBILE
Get started on Pocketbook mobile. Signing up with your email address. Setting up your first bank account. Adding your bills for the first time. Setting up your Budget. Categorising your first transaction. Sections of Pocketbook mobile app.WHAT IS POCKETBOOK?
7 months ago. Updated. Pocketbook is Australia’s most loved personal finance app, trusted by more than 800,000 users everyday. Pocketbook automatically pulls information from your bank accounts, credit cards and other financial institutions to give you a single view of your finances. You no longer need to use 3 different apps with 3 different SETTING UP YOUR BANK ON MOBILE. Setting up your first bank account is easy and only takes a few seconds: 1. Open your account by clicking the person icon. 2. Click on "Manage bank accounts". 3. Select the + icon at the end of the list of your bank accounts. 4. HOW DO YOU MAKE MONEY BEING FREE? How do you make money being free? Pocketbook is a Zip company, funded to help empower people to fulfil their life goals by helping them save and spend smarter. We believe everyone should have access to personal finance management, not just those who can afford it. Finances are one of the most important and one of the least understood aspects of HOW DO I ADD A NEW BILL? This is an answer for the Pocketbook mobile app. Switch to the web version answer. There are 2 ways you can add bills to the bills page. Method 1: Discover new bills. Pocketbook can automatically identify certain transactions as common bills, for example, utilities, or credit card repayments. HOW DO I REMOVE A BANK ACCOUNT? To remove a specific account: 1. Go to the Settings page. 2. Find the Unsync button next to the account name. A confirmation popup will then be displayed. 3. Click Confirm to Unsync the account. A progress wheel will inform you of the progress as the bank is removed. SETTING UP WITH MY BANK ON THE WEB. Note: As this account has been added manually, it will not automatically sync/refresh.You will have to manually maintain this account, using the Import Transactions method – see the “Import Transactions (OFX, QIF)” link below the “Add Bank” button. CAN I CREATE A JOINT/SHARED ACCOUNT? I second that! It's pretty crucial to my primary use case actually. I'm using it to manage my wife & I's weekly/monthly budgets but I really don't want to be the only one with visibility. POCKETBOOK - AUSTRALIA’S MOST LOVED PERSONAL FINANCE APPWHYSECURITYSIGN INABOUT POCKETBOOKHELP Save smart, spend smarter. There are exactly two ways to save money; either by spending less or spending smarter. Neither is easy to do, unless you have Pocketbook! We made it our business to help you save smart and spend smarter, without doing much at all. POCKETBOOK. now. Tommy, your spend is $148 less than budgeted for the week. So far sogood.
POCKETBOOK - BUDGET PLANNER, PERSONAL FINANCE, HOW TOHELPABOUT USSECURITYGET STARTED Trusted by over 800,000 Aussies, Pocketbook empowers you to take back control of your money. Discover the simple way of saving smart and spending smarter today.ABOUT POCKETBOOK
Founded in Australia in 2012, Pocketbook was created to empower everyday people by helping them save and spend smarter. We believe everyone should have a chance to fulfil their life financial goals. Pocketbook was acquired by Zip in 2016 and since then we’ve grown to be Australia's largest personal finance management app and we strive HOW DO I EDIT MY CATEGORIES LIST? To edit your categories. Go to the Setup page. In the left-hand menu bar, select Category Settings This takes you to the Setup Categories page. Find your created categories under the heading User Categories. Note the three buttons on the right-hand side of each category name. The Trash Can Icon allows you to delete the category. POCKETBOOK HELP CENTRE Pocketbook Help Centre. Categories. New Bank Connections for Pocketbook. About Pocketbook A guide on how to get started. Pocketbook Mobile All about the new Pocketbook app. Pocketbook on the Web All about pocketbook from the web. Budgeting in Pocketbook. YOUR ACCOUNT ISN'T SYNCING. 1. Go to the Track Tab. 2. Under "Top transactions" click on "All transactions". 3. Pull down from the top of the screen until the loading symbol appears clearly. 4. Let go and your accounts will sync. If the issue isn’t solved by giving your account a manual sync, youcan email us.
IS THERE ANALYSE FOR INCOME? Analyse is only available on the web version. No. The Analyse feature allows you to analyse your spending habits in great details and hence does not include any income amounts. We're looking at implementing this in the future. Please express your interest via emailing us . Note: We do present a view of your incomes over time, in the bar chart YOU HAVE FORGOTTEN YOUR PASSWORD. This is an answer for the Pocketbook web version. Switch to the mobile app answer. ----- You can reset your password CHANGE / REMOVE CATEGORY APPLIED. Change / remove category applied. This is an answer for the Pocketbook web version. Switch to the mobile app answer. Unfortunately, you are currently unable to delete categories on our Web browser and can only do so in the app. Please find instructions on how to CAN I CREATE A JOINT/SHARED ACCOUNT? I second that! It's pretty crucial to my primary use case actually. I'm using it to manage my wife & I's weekly/monthly budgets but I really don't want to be the only one with visibility. POCKETBOOK - AUSTRALIA’S MOST LOVED PERSONAL FINANCE APPWHYSECURITYSIGN INABOUT POCKETBOOKHELP Save smart, spend smarter. There are exactly two ways to save money; either by spending less or spending smarter. Neither is easy to do, unless you have Pocketbook! We made it our business to help you save smart and spend smarter, without doing much at all. POCKETBOOK. now. Tommy, your spend is $148 less than budgeted for the week. So far sogood.
POCKETBOOK - BUDGET PLANNER, PERSONAL FINANCE, HOW TOHELPABOUT USSECURITYGET STARTED Trusted by over 800,000 Aussies, Pocketbook empowers you to take back control of your money. Discover the simple way of saving smart and spending smarter today.ABOUT POCKETBOOK
Founded in Australia in 2012, Pocketbook was created to empower everyday people by helping them save and spend smarter. We believe everyone should have a chance to fulfil their life financial goals. Pocketbook was acquired by Zip in 2016 and since then we’ve grown to be Australia's largest personal finance management app and we strive HOW DO I EDIT MY CATEGORIES LIST? To edit your categories. Go to the Setup page. In the left-hand menu bar, select Category Settings This takes you to the Setup Categories page. Find your created categories under the heading User Categories. Note the three buttons on the right-hand side of each category name. The Trash Can Icon allows you to delete the category. POCKETBOOK HELP CENTRE Pocketbook Help Centre. Categories. New Bank Connections for Pocketbook. About Pocketbook A guide on how to get started. Pocketbook Mobile All about the new Pocketbook app. Pocketbook on the Web All about pocketbook from the web. Budgeting in Pocketbook. YOUR ACCOUNT ISN'T SYNCING. 1. Go to the Track Tab. 2. Under "Top transactions" click on "All transactions". 3. Pull down from the top of the screen until the loading symbol appears clearly. 4. Let go and your accounts will sync. If the issue isn’t solved by giving your account a manual sync, youcan email us.
IS THERE ANALYSE FOR INCOME? Analyse is only available on the web version. No. The Analyse feature allows you to analyse your spending habits in great details and hence does not include any income amounts. We're looking at implementing this in the future. Please express your interest via emailing us . Note: We do present a view of your incomes over time, in the bar chart YOU HAVE FORGOTTEN YOUR PASSWORD. This is an answer for the Pocketbook web version. Switch to the mobile app answer. ----- You can reset your password CHANGE / REMOVE CATEGORY APPLIED. Change / remove category applied. This is an answer for the Pocketbook web version. Switch to the mobile app answer. Unfortunately, you are currently unable to delete categories on our Web browser and can only do so in the app. Please find instructions on how to CAN I CREATE A JOINT/SHARED ACCOUNT? I second that! It's pretty crucial to my primary use case actually. I'm using it to manage my wife & I's weekly/monthly budgets but I really don't want to be the only one with visibility. SECURITY - POCKETBOOK Security. Our most important priority is your security. And we go to extreme lengths to protect it. We use the same SSL encryption that the banks use and have a world class firewall service protecting us and you. Both technical and process controls have been put in place and we are committed to maintaining this high level of security.WHAT IS POCKETBOOK?
7 months ago. Updated. Pocketbook is Australia’s most loved personal finance app, trusted by more than 800,000 users everyday. Pocketbook automatically pulls information from your bank accounts, credit cards and other financial institutions to give you a single view of your finances. You no longer need to use 3 different apps with 3 different HOW DO I EDIT MY CATEGORIES LIST? To edit your categories. Go to the Setting page . In the left-hand menu bar, select “Category Settings”. (This takes you to the Category Setting page) Find your created categories under the heading User Categories. Note the three buttons on the right-hand side of each category name. The Trash Can Icon allows you to delete the category. POCKETBOOK HELP CENTRE Pocketbook Help Centre. Categories. New Bank Connections for Pocketbook. About Pocketbook A guide on how to get started. Pocketbook Mobile All about the new Pocketbook app. Pocketbook on the Web All about pocketbook from the web. Budgeting in Pocketbook. HOW DO I CREATE NEW CATEGORIES? Open the Transactions page. 2. Click on an uncategorised transaction. The Category window will then be displayed. 3. Click on Choose Category on the pop-up window on the right-hand side. You can also select the button on a transaction with already listed categories to add an additional category to it. 4. Click Create New Category. HOW DO I ADD A NEW BILL? This is an answer for the Pocketbook mobile app. Switch to the web version answer. There are 2 ways you can add bills to the bills page. Method 1: Discover new bills. Pocketbook can automatically identify certain transactions as common bills, for example, utilities, or credit card repayments. SETTING UP YOUR BUDGET Setting up your budget. This section provides instructions on how to set up Safely Spend and budget with the mobile app version of Pocketbook. How do I set or adjust my Budget? View transactions for week or month. Budget by category and savings goals. SETTING UP WITH MY BANK ON THE WEB. Note: As this account has been added manually, it will not automatically sync/refresh.You will have to manually maintain this account, using the Import Transactions method – see the “Import Transactions (OFX, QIF)” link below the “Add Bank” button. HOW DO I REMOVE A BANK ACCOUNT? To remove a specific account: 1. Go to the Settings page. 2. Find the Unsync button next to the account name. A confirmation popup will then be displayed. 3. Click Confirm to Unsync the account. A progress wheel will inform you of the progress as the bank is removed. WHAT BANK ACCOUNTS CAN I ADD? Hi Bosco, would be keen to see the American Express credit card added to the list of institutions. Many people use AMEX as a main transaction card therefore relying on periodic manual export (from AMEX online) and then manual import (to Pocketbook) is very inconvenient and detracts from the beauty of Pocketbook being automated, timely data feed where you can classify the transactionwhile
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GET STARTED WITH POCKETBOOK Looking after your money is a chore. Pocketbook uses computing power to make it super simple. Create your PB account Add your bank accounts Track, budget and save money TRACK EXACTLY WHERE YOUR MONEY IS GOING. Pocketbook automatically organises your spending into categories like clothes, groceries and fuel – showing you where money is beingspent.
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