Pockit Book
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PERSONAL + BUSINESS FINANCES, CONNECTED

Your work.
Your life.
One Pockit Book.

The client payment. The grocery bill. The future you’re saving for. Bring your personal and business finances into one picture, built around you.

Start freeSee how it connects

No credit card needed. Start where you are.

A business owner pauses packing orders to enjoy her child’s drawing with her family at their home work table
From what you earnto what you’re building.

Your whole picture. Wherever you are.

THE ACTUAL POCKIT BOOK APP
Pockit BookOverview
Pockit Book The overview screen bringing net worth, cash flow, budget and accounts together
Overview · Fictional demo data
Pockit Book overview on a phone

On your phone

Explore tracking

SMALL MOMENTS. A CLEARER PICTURE.

Good with money.
Better at living.

Make a little room today. See what it could mean for tomorrow.
Try a few possibilities for yourself.

Budgeting

A place for the bills.
And the good stuff.

Room in this example budget$1,000
Monthly income$7,200
The essentials
$2,900
Everyday life
$1,400
Future you
$1,200
A little fun
$700
Still available
$1,000
Make room for your month

Planning

Small steps.
Somewhere new.

A $10,000 travel fund. Start with $4,000 and try a monthly contribution.

$4,000 saved + $2,400 added.
Just contributions, with no investment returns.

Give your someday a plan

Tracking

Your work.
Your life.
A little more clarity.

Try a different label on a sample purchase. The little details make the picture yours.

See your whole picture
A few everyday moments
  • Harbor CoffeeToday · Coffee
    −$18.50
  • Paper & PineYesterday · Supplies
    −$42.00
  • Northstar StudioYesterday · Workspace
    −$96.00

Tap a label to switch between Personal and Business.

Interactive illustrations with fictional demo data. These examples are not app screens.

A CONVERSATION THAT CONNECTS THE DOTS

Big question?
Start right here.

Bring your spending, goals, and plans into the same conversation. Your money coach helps you explore what a different choice could mean.

A man exploring a question on his laptop in a sunny home library
A little “what if”
can open a lot of doors.
CoachReading 8 accounts

If I max my 401(k) starting next month, when can I retire?

Reading Harbor Bank 401(k) · running projection

Your 401(k) is $168,000. Contributing $23,000 a year plus your employer match of $8,200, at a 6.8% blended return, you reach $2.4M by age 58.A 4% withdrawal is $96,000 a year, two years earlier than your current path.
Harbor Bank 401(k) · Apr 14Employer match · W-2Retirement plan
Ask about any account, goal or projection
AI coach · Fictional example
Meet your money coachAI guidance with every paid plan

One model, end to end

Most finance apps help you
understand your money.
Pockit Book helps you decide what to do next.

  1. TransactionCleared at the bank
  2. BudgetPlanned for the month
  3. Cash flowIn, out, kept
  4. GoalOn track or not
  5. TaxesAccrued as you earn
  6. InvestmentsPositions and rates
  7. Retirement10,000 paths
  8. ScenarioChange one input
  9. Next moveWorked from your ledger

Nine steps. One financial record. Change something at the beginning and every decision downstream updates with it. Nothing to re-enter.

FOR THE LIFE BEHIND THE NUMBERS

Whatever your next chapter.
Make room for it.

Parents sharing a playful moment with their child

FOR FAMILIES

The things you share.
The future you’re building.

Give everyday budgets, college plans, and retirement a place in the same picture.

Explore family finances
A business owner and colleague talking in their creative studio

FOR ENTREPRENEURS

Your thing.
Your bigger picture.

Follow business income, make room for taxes, and keep life at home in view.

Explore business finances

YOUR MONEY HAS PLACES TO GO

Here’s to
what comes next.

Start your next chapter

Free to start. No credit card needed.