Personal Finance 

PageOnce Review: Mobile Money Management

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PageOnce LogoPageOnce is a personal finance management tool and one of the companies I met at Finovate Fall 2010. I think one of the reasons why I hadn’t heard of them before is because I don’t have a “smart” phone. Unfortunately, the Palm Centro just doesn’t stack up against iPhones, Android and other brilliant cellular devices.

That said, the features offered by PageOnce’s mobile application outshines a lot of what others are currently doing. Here’s a shot of their latest version on a Windows Mobile phone:
PageOnce Windows Mobile Panomara

I’m a sucker for two things: Simplicity and elegance, this delivers both and it doesn’t even do the features justice. For each of those items you can drill down and see transaction data, line item by line item. You can manage your entire account through the mobile phone.

An FYI, one thing I learned about mobile apps while talking to the CEO of Wonga, they are more secure than the computer because each phone is unique to an individual. The account has all their personal data and so this 1-to-1 mapping, or certainly closer to that than a PC, makes for a more secure environment (when you add to it the high levels of data encryption).

What separates PageOnce? Whereas most personal finance management tools are web-centric with a mobile app, PageOnce is first a mobile personal finance management tool. It has a website, which makes data entry a little easier (full keyboards have that effect), but the number one priority is the mobile application. From what I can tell with their demos (I have a Palm Centro, not exactly a cutting edge smart phone), they have the most functional mobile application out of any of the PFM companies. You can do everything through the mobile application.

Finally, as is the case with all PFM, the value really is in alerts. While I haven’t kept up to date on what PFM packages offer in terms of alerts, PageOnce certainly has a wide array of potential alerts you can pick from. You have the standard “you’re near your limit” types of alerts, to help you avoid NSF and over the limit fees, but they also give alerts like changes in APR and changes in credit limit.

It’s pretty awesome what they’ve been able to provide in their mobile application. If you have a smartphone, I encourage you to take a look at their offering and let me know what you think!

{ 9 comments, please add your thoughts now! }

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9 Responses to “PageOnce Review: Mobile Money Management”

  1. Hannah says:

    I love Mint on the web, but Mint’s android app is nowhere near as good as pageonce’s personal finance app. It updates regularly without errors, and you’re right about the alerts being the most valuable part of the app. It’s great to know that I will have a backup reminder if somehow I forget that a bill is due.

    I’m only using the free version, and it’s a very solid app. I would pay for the full app, but I’m hoping they revamp its appearance because right now it’s a little amateur looking.

  2. Hannah, thanks for your note. I’m glad you like the app. Get ready for an Android update in November. I hope you’ll like the new design and look-and-feel changes.

    Best Regards,

    COO, Pageonce

  3. I have used PageOnce on my Iphone for over a year now. Between PageOnce, PocketMoney and BillPal I use these 3 everyday. PageOnce is great, even using the free version is enough. I use the online version only rarely. The updating is automatic and email notifications are superb. I have 12 accounts on it now and will be adding more. It will save you much time when you don’t have to go online and check individual websites. I highly recommend it.

  4. cdiver says:

    Sweet. Have to try this one out.

  5. zapeta says:

    I’m definitely going to try this out once I get a smartphone. Looks awesome.

  6. Sitepane says:

    I switched from MINTS to Pageonce simply because Pageonce has a very easy to understand client friendly interface. MINTS is overcrowded with too much information. Pageonce also updates with no errors so far. I love it on my Samsung Fascinate.
    Sitepane, Houston TX.

  7. Tod says:

    Got my first smartphone on Black Friday. Stumbled across this ap while searching the marketplace. I was a little leary of entering so much personal information into an ap that I had no clue of its legitimacy.

    After reading some online reviews, I installed the ap and loaded in just my utilities. I was so impressed with its ease of use and available detailed information, I have since entrusted them with much more information. I have yet to be disappointed.

    The free version is all I have need of at this point. Still, I am considering upgrading to the full version to support this wonderful ap.

  8. Mark Smith says:

    On Nov. 5th my account (along with dozens of others) was hacked. 10 days later it’s still not been recovered. Here’s a summary of the communications with Support — you decide if this is a company you’d trust with your personal data.

    Nov 6 – advised Support of hacking, requested help in recovering account
    – reply from Chris advising how to log-in and change password
    – my reply explaining further that I have no access to my account and thus can neither log-in nor change password in the conventional way
    – reply from Chris acknowledging issue, passing me to a “support specialist”
    Nov 7 – email from Jennifer requesting list of all the accounts on my application to allow her to reset secrete question & password
    – reply to Jennifer with said list (to best of my recollection)
    Nov 9 & 11 – my emails asking for status and if additional information was needed
    Nov 13 – email from Jennifer telling me to log-in and reset password

  9. Rogerio says:

    I am for more than one month trying to recover my password without success up to the point I asked to delete my account in order Pageonce do not have access anymore to my registered bill accounts. However, I still receiving automatic e-mail from Pageonce from new bills to pay indicating that my account is not closed. I begged Pageonce to close the account, and the support even answer my e-mails anymore. I tried to send e-mails to the info and to the sales without any success. The support does not answer and you do not have any higher instance that you can talk to. It seems that the only way I will have to stop Pageonce to have access to my accounts it will be to reset the password of all my accounts registered on Pageonce. I will never thrust in a service like this anymore. The idea is wonderful, but the lack of support is terrible mainly counting that you thrust some important and confidential information to a third company to handle it.

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