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- PocketMoney Vs. Balance Pro: Budget & Spending
PocketMoney vs Balance Pro: Budget & Spending Usage & Stats
With 26 years’ history, 1 million total downloads and about ¼ of a million users worldwide, PocketMoney is one of the most used budgeting and personal financial apps in the App Store!
Find out why AppAdvice.com said about the former PocketMoney: “The app is easy to use that in fact, it is fast-becoming my most-used app on my iPad.”
PocketMoney has been fully rewritten and it is now the most advanced personal financial manager in the store, with the highest amount of features to manage your money like a PRO!
PocketMoney can track thousands of transactions through many years of financial data with no performance loss.
PocketMoney lets you track your income and expense, your cash flow, understand your net worth, schedule your bills, create budgets, monitor your stock portfolio and investments, show you where you spend the most, manage the accounts of a small business and improve the overall health of your finances. PocketMoney works on iPhone, iPad, and Mac OS.
Main features:
- NEW: Automatic transactions download from banks and financial institutions, so you don’t have to create transactions manually anymore. This feature is supported only in certain countries (*)
- Unlimited number of accounts (checking, credit cards, savings, retirement, PayPal, Bitcoin, Cryptocurrencies, investments and more), categories and transactions
- Simple, recurring and advanced transaction’s entry process with autocomplete funcitonalities
- Multiple ways to filter, order, mark and highlight transactions
- Multiple transaction’s editing
- Manage complex account transfers and splits
- Set planned and recurring transactions
- Multi-currency support
- Password protection (support regular passwords, Face ID on iOS and Touch ID on iOS and Mac OS)
- Create budgets to keep track of your cash flow
- Input photo receipts
- Reconcile accounts
- Apple Watch app
- Manage shared expenses
- Create tailor made reports and charts with a powerful rule engine
- Create charts
- Create simple and complex rules to automate the transaction input
- Monitor your stock portfolio and all your assets
- Import transactions from the following formats: QIF (Quicken), OFX, CSV, XML and JSON
- Automatic Synchronization between iPhone / iPad and Mac using iCloud or Dropbox, or your local network through an integrated web interface
- Use your own customised icons for the account
- Available in English, French, Spanish, Catalan, Italian, German and Japanese
Plans:
FREE with advertising
SILVER:
- Remove the majority of the advertising (no advertising in accounts and transactions, minor advertising only for secondary advanced features).
GOLD:
- All the features of SILVER
- Remove ALL the advertising
- Use the MacOS desktop application (available on the Mac App Store)
- Enable the professional features (you can manage your small business accounts, create multiple companies, manage clients, create invoices and handle taxes creating tax reports)
- Receive advanced support (in English)
PREMIUM:
- All the features of GOLD
- Automatically download transactions from banks and financial institutions (*).
(*) This feature is only available for users with a bank in the following countries: USA, Australia, Canada, Colombia, Hong Kong, India, Malaysia, Mexico, New Zealand, Netherlands, Singapore, South Africa, Thailand, UAE, and provided that the bank is covered by the service (it is possible to check inside the app before subscribing)."
https://www.pocketmoney.com/terms-of-use/
- Apple App Store
- Free
- Finance
Store Rank
- -
Balance Pro is a powerful personal finance and budget app that helps you reach your financial goals. Track all your money in once place, get valuable insights into your spending, and make better informed financial decisions.
— Track Spending —
Capture and maintain a detailed record of your financial transactions, whether it's purchases, payments, or income. Stay organized and informed by tracking both pending and cleared transactions, enabling a comprehensive overview of your finances.
— Budgets & Goals —
Take charge of your finances effortlessly with our intuitive budgeting and goals features. Track your spending, set custom budgets, and achieve your financial goals with ease.
— Bills & Subscriptions —
Simplify your bill management and oversee all your bills in one place. Get an overview of your upcoming bills and their corresponding due dates. You can even opt to get a notification when a bill is due, ensuring you never miss a payment again.
— Personal Finance AI Chat —
Meet Fin, your own personal finance assistant. Fin is an AI-powered chatbot that can help you with questions about money, budgeting, loans, debt, investments, and practically anything related to finances.
— Auto-Capture Receipt Scanning —
Balance Pro scans receipts automatically and captures key information like the merchant name, total, and date. This eliminates the need to manually input data each time for every receipt.
— Categories & Organization —
Categories make it easy to organize your transactions. You can create your own custom categories to organize transactions the way you want it. Quickly search through all transactions and find exactly what you need.
— Cash Flow —
As transactions are added to your accounts, Balance Pro will automatically sum the income and expenses and create a cash flow report so you can see the ins and outs of your money over time. Get total visibility of your finances.
— Reports —
Make sense of your finances with visual reports that give you comprehensive insights into your spending habits. Whether you're striving for budgetary discipline, analyzing trends, or planning for the future, Balance Pro equips you with the tools to make informed decisions and take control of your finances.
— Net Worth —
Get a sum of your total worth from your accounts, assets, and more. See how your net worth changes each month.
— Multi-Currency —
Now, instead of one primary currency for the whole app, every account and bill can have its own currency.
— Repeating Transactions —
Add repeating transactions for expenses or income that happen frequently.
— Reconcile Transactions —
Keep track of transactions that are pending or have cleared. Mark a transaction with a tap of a button.
— Export & Import —
Import or export your transactions to a CSV spreadsheet. Balance Pro empowers you to transfer your financial information, providing an easy way to manipulate your data.
— Bill Reminders —
Never miss a bill payment again. Choose when to receive reminders when a bill is due so that you can plan ahead.
— Secure Encryption —
We take security seriously. All your data is encrypted and secured with 256-bit SSL.
— Auto Pay —
Don't lose sight of bills that automatically deduct from your bank account. Keep track of bills that have auto pay enabled.
— Search —
Easily search all your transactions or bills so that you can get access to what you need quickly.
— Notes —
Every bill and transaction has a notes field to keep track of any special details or notes for that item.
— Upload & Attach Photos —
Snap a photo or select an image of a receipt or document and attach it right to a transaction.
— Sync —
No matter what device you are using, you’re all synced up and ready to go on your smartphone, tablet, or computer.
— Security —
We take security seriously. All your data is encrypted and secured with 256-bit SSL and industry standards.
- - -
Privacy Policy: www.balancepro.money/privacy
Terms of Use: www.balancepro.money/terms
- Apple App Store
- Free
- Finance
Store Rank
- -
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PocketMoney VS.
Balance Pro: Budget & Spending
January 3, 2025