pocketii

Personal finance

Core

dashboard Dashboard receipt_long Expenses payments Income sync_alt Transactions sync Recurring

Planning

account_balance_wallet Budgets ! kid_star Goals diamond Net Worth

Invest & AI

Account

notifications Notifications 0 link Integrations groups Household person Profile settings Settings verified_user Sessions shield Security

User

—

⋯

Welcome back

Search search

No ads • We never sell your data

Active Sessions

Devices where you are currently signed in. Revoke any session you do not recognise.

Device	Location	Last active	Action
Loading sessions…

pocketii

Login
Register
Notifications

No notifications yet.
Log out

Dashboard
Transactions
Expenses
Add expense
Import CSV
Income
Recurring
Link bank
Reports
Analytics
Insights
Goals
Budgets
Investments
Recommendations
Notifications
Household
Sessions
Profile
Settings
Link Alpaca
Saved Views

Scope

Filters

Date from

Date to

Summary

Theme

Welcome! Add your first expense or link a bank to get started.

Active Sessions

Devices where you are currently signed in. Revoke any session you do not recognise.

Device	Location	Last active	Action
Loading sessions…

home Home
receipt_long Ledger
target Budgets
menu More

Notifications

Loading…

View all notifications

Add New

credit_card

Add Expense Record a new expense

target

Add Budget Set a spending limit

kid_star

Add Goal Start saving for something

account_balance

Link Bank Account Connect via Plaid or Teller

person

Profile Edit info & change password

settings

Settings Currency, notifications, theme

Analytics

payments

Net Worth Assets & liabilities

trending_up

Investments Portfolio & performance

candlestick_chart

Portfolio ideas Research and allocation notes

query_stats

Spending analysis Patterns, anomalies, and trends

dashboard

Reports Full analytics & export

Account

home

Household Members & shared scope

lock

Sessions Active devices & logins

link

Link Alpaca Connect brokerage sync

notifications

Notifications Alerts & messages