What will happen to my data?
From 5 August 2022, the Pocketbook team will be deleting all personal information you have provided while using the Pocketbook service. This will include data obtained directly from you and from any third parties on your behalf.
What do you mean by personal information?
Personal information may include your email address, personal name(s) and mobile number.
What will pocketbook do with my financial account information?
Pocketbook will delete from its servers and databases any personally identifiable financial account information you have disclosed to us, or we have obtained with your consent on your behalf. Pocketbook may keep aggregated data from your account information, such as total spending insights, but we will not be able to identify you in any way.
If I export my categorised data, will I be able to upload that to a new money management app?
No, it’s very unlikely that a provider will support a direct upload of the CSV file you extracted from Pocketbook. Categorisation structures will also differ between other apps and Pocketbook. The file will allow you to easily recall what category you assigned to a specific transaction or set of transactions, whilst you are setting up your replacement service.
How do I export my categorised data?
You can export your categorised transaction data into a CSV from the Transactions page on the web version of Pocketbook until 4 August 2022. You should see an Export (CSV) button at the bottom of the left-hand side toolbar. Make sure to search for 'All time' transactions if you wish to export your whole pocketbook history. We recommend you password protect the CSV file in order to keep the data safe from interference.
Are any other compatible file types available for data export?
No, categorised transaction data can only be exported into CSV format.
Why is Pocketbook closing down?
Pocketbook is closing so that we can focus effort on reimagining and rolling out some of the features you have come to love in Pocketbook, via the Zip App. We’d love you to try us and provide the great feedback and insights that have helped raise the bar for personal financial management apps in Australia as we roll the new features out.
Can I apply for a Zip account?
Yes, you can download the Zip app and apply for an account here.
How do I opt out of future Zip emails?
If you have opted for Zip to contact you when it introduces money management features, you can opt out of those emails by clicking unsubscribe in the footer of the first email you receive. As a Pocketbook customer you are not opted in to receiving emails in relation to Zip Pay or Zip Money.
How will I know Pocketbook can no longer view my banking information?
From the 5th August 2022 we will request Basiq, our financial account aggregation partner, to stop the process of syncing your account to Pocketbook. Once this is done, we have no mechanism to view your online banking and financial account information. We will also be deleting any personally identifiable financial account information that Pocketbook or Basiq has collected on your behalf in order to provide the Pocketbook service.
Can I continue to sync my banking for now?
Yes, you can continue to sync your financial accounts to Pocketbook as normal up until the 4th August 2022.
Do I need to contact you to close my account?
No, you do not need to contact Pocketbook for your account to be closed. The Pocketbook team will close your account for you on 5th August 2022.
What action is required from me now?
There is no action required of you now that Pocketbook’s closure has been announced. If you wish to retain the data, we recommend you extract your categorised transaction data by the 4th August 2022.
What if I still have questions about the closure?
If these FAQs and Pocketbook’s closure notice emailed to you have not answered your questions about the closure, you can email us at email@example.com from the email address registered to your Pocketbook account.