enter value/s in increments of 1 between 0 and 187
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Versatility score
This score is made up of manual entry of data (10%), implementation of categories (20%), identification of expenditure (20%), clarity of data shown (20%), ability to sync data (10%), and ability to set budgets (20%).
enter value/s in increments of i between 44 and 77
Ease of use score
This score is made up of ease of categorisation (25%), ease of identifying expenditure (25%), clarity of data shown (25%), and ease of syncing data between devices (25%).
enter value/s in increments of i between 60 and 83
Sync to banks
Whether you can sync your bank account with the program so that it automatically pulls in data, including income, expenses, and regular bills. This is the easiest approach to accurate budgeting, as the software handles most of the data entry for you. The caveat is that you have to entrust a third-party app with your bank account details.
Android
Android app available.
iOS
iOS app available (iPhone and iPad).
Web browser
Whether a web-based version of the program is available using a username and password (accessible via web browsers like Firefox or Chrome).
Spending graphs or charts
Whether the app can compile budget data into graphs and charts for easy reference. Pocketbook's graphs and charts are only available via the web version.
Generates reports
Whether the app can gather budget information from a specific period, such as a week, month or year, and present it as a report.
Can set recurring transactions
Whether you can manually setup a recurring transaction and automatically enter them into your budget.
Attach images to transactions
Whether you can attach an image, such as a photo of a receipt or purchased product, to a transaction.
Displays forecast
Whether the app can gather budget data and use it to predict upcoming income and expenses.
Set savings goals
Whether you can use the software to set and track your savings goals.
Included in this review
- Recommended
- CHOICE Expert Rating
- Versatility score
- Ease of use score
- Good points
- Bad points
- General comments
- Price
- Subscription required
- Free version available
- Free trial period
- Web browser
- Windows
- Security PIN
- Data import supported file types
- Exports to CSV
- Exports to PDF
- Official banking app
- Sync to banks
- Account aggregation service
- Can set recurring transactions
- View scheduled transactions
- Categorise transactions
- Generates reports
- Displays trends
- Displays forecast
- Spending graphs
- Set savings goals
- Attach images to transactions
- Flag transactions for tax