Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Pocketbook automatically organises your spending into categories like clothes, groceries and fuel – showing you where money is being spent. Moreover, you can set up budgets for each category, see your balances and view your transactions. Giving you actionable insights so you can spend and save even smarter. Pocketbook helps you stay on top of your money easy with smart notifications that keep you in the loop without you having to lift a finger. Get notified of fees charged to your accounts.
Reviews
4.2
out of 5 starsT
25-35 years old"The best money tracking service that connects to Australian banks for easy sorting. Default categories leave something to be desired, but can work around this. "
18 October 2018Rachel
25-35 years old"Pocketbook is the only tool I've found to integrate all the data sources I need and present it to me in a meaningful format. It's changed the budget game for me and I recommend it to everyone I know. "
18 October 2018Luke
36-45 years old"Pocketbook is a fantastic tool - I still can't believe it's free! Brilliant user interface and useful features - it's been invaluable in helping us manage our family finances."
18 October 2018Tisha
25-35 years old"Pocketbook has an easy to use interface, colour coded labels and visual displays to help analyse spending better. They have improved the categories they offer, better ability to automatically categorise spending. The notifications were discrete and offered relevant spending tracking. I love the budget feature, which can exclude bills if needed."
18 October 2018Cheree
46-55 years old"Great app, exceeded my expectations, love it!"
18 October 2018Marianne
56-65 years old"i would and have recommended Pocketbook to others as it is relatively easy to use. pocketbook meets the needs of a person with a small enterprise. "
18 October 2018James
66-75 years old"A good usfull tool. I highly recommend it"
19 October 2018Shannon
25-35 years old"Super friendly to use and allows you to monitor your expenses vs your income with ease."
19 October 2018Ryan
36-45 years old"This was a great service, but unfortunately it has been removed as an offering because the product was bought out by a buy-now pay-later operator."
09 January 2023Videos
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Article coverage:
Key information
- Category
- Budgeting
- Borrowing
- Saving
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Not Applicable
- Fee structure
- Free Service
- Is there a free trial?
- Not Applicable
- Customer support
- FAQ
- Date founded
- 2013
- Company website
- Visit site
Start using Pocketbook
How it works
Pocketbook automatically organises your spending into categories like clothes, groceries and fuel – showing you where money is being spent. Moreover, you can set up budgets for each category, see your balances and view your transactions. Giving you actionable insights so you can spend and save even smarter. Pocketbook helps you stay on top of your money easy with smart notifications that keep you in the loop without you having to lift a finger. Get notified of fees charged to your accounts.
- Category
- Budgeting
- Borrowing
- Saving
- Type of help
- DIY Tool
- Where can I get this?
- App Store
- Are there any other availability restrictions?
- Services Offered
-
- Will I learn what type of risk taker I am?
- Not Applicable
- Will it produce a financial plan?
- Not Applicable
- What types of investments are available?
- Not Applicable
- How many investment portfolio options are available?
- Where can I invest?
- Not Applicable
- Who manages my investments?
- Not Applicable
- In whose name are investments held?
- Not Applicable
- Is there professional research available on the investment options?
- Not Applicable
- Will it allow me to trade automatically?
- Not Applicable
- Will it automatically rebalance my portfolio?
- Not Applicable
- Will it provide reports on my investment performance?
- Not Applicable
- Cash management account
- Not Applicable
- Automated alerts and updates
- Yes
- Can I access other professional help through this service?
- Tax Advice
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Online
- Account opening speed
- 1 minute
- Will it capture my personal financial information automatically?
- Yes
- Will I be asked questions about my situation?
- No
- How fast can I get my invested money back?
- Not Applicable
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Type of customer
- Consumer
- Advice stage
- Assess My Financial Situation
Implement Financial Plan
Multiple Stages - What is the minimum amount I have to invest?
- Not Applicable
- What is the minimum amount I have to be earning?
- Not Applicable
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- FAQ
- Who do I complain to as a last resort?
- Not Applicable
What it costs
- Fee structure
- Free Service
- Minimum contract period
- Not Applicable
- Free Trial
- Not Applicable
- Payment method
- Not Applicable
Is it legitimate & secure
- Trading name
- Pocketbook Australia Ltd
- Who owns the company
- Zip Co Ltd
- Who runs the business
- Alvin Singh, Bosco Tan
- Date founded
- 2013
- Number of staff
- 10
- Security & Regulatory Compliance
-
- Will it verify my identity?
- No Identification Required
- Will it send me a confirmation security number to sign-up?
- No
- Are my records destroyed when I leave?
- Yes
- Is there detailed documentation about the product?
- Not Applicable
- What company holds the financial license?
- Not Applicable
- Financial Services Guide?
- Not Applicable
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- Not Applicable
- Address
- 10 Spring Street, 2000, Sydney, NSW
- Social Media
Start using Pocketbook
T
25-35 years old"The best money tracking service that connects to Australian banks for easy sorting. Default categories leave something to be desired, but can work around this. "
18 Oct 2018Customer opinions
Rachel
25-35 years old"Pocketbook is the only tool I've found to integrate all the data sources I need and present it to me in a meaningful format. It's changed the budget game for me and I recommend it to everyone I know. "
18 Oct 2018Customer opinions
Luke
36-45 years old"Pocketbook is a fantastic tool - I still can't believe it's free! Brilliant user interface and useful features - it's been invaluable in helping us manage our family finances."
18 Oct 2018Customer opinions
Tisha
25-35 years old"Pocketbook has an easy to use interface, colour coded labels and visual displays to help analyse spending better. They have improved the categories they offer, better ability to automatically categorise spending. The notifications were discrete and offered relevant spending tracking. I love the budget feature, which can exclude bills if needed."
18 Oct 2018Customer opinions
Cheree
46-55 years old"Great app, exceeded my expectations, love it!"
18 Oct 2018Customer opinions
Marianne
56-65 years old"i would and have recommended Pocketbook to others as it is relatively easy to use. pocketbook meets the needs of a person with a small enterprise. "
18 Oct 2018Customer opinions
James
66-75 years old"A good usfull tool. I highly recommend it"
19 Oct 2018Customer opinions
Shannon
25-35 years old"Super friendly to use and allows you to monitor your expenses vs your income with ease."
19 Oct 2018Customer opinions
Ryan
36-45 years old"This was a great service, but unfortunately it has been removed as an offering because the product was bought out by a buy-now pay-later operator."
09 Jan 2023Customer opinions
Start using Pocketbook