How it works
Start with today.
Build from there.
Connect your accounts, get to know your spending, and give your goals a place to grow. Take a look at how the pieces come together in Pockit Book.
No credit card needed. Start where you are.
Connect
Bring the pieces
into one place.
Start with the accounts you use every day. Connect supported institutions through Plaid to see the balances and activity that make up your financial picture.
- Connect your supported accounts
- Review balances and recent transactions
- Your bank connections are read-only
Budget
Give this month
a little direction.
Review your spending categories, then set a budget around your essentials, everyday life, and savings. See what’s planned, what’s spent, and what’s still available.
- Give your spending categories a plan
- Keep regular commitments in mind
- Adjust as your month changes
Plan
Make space
for what comes next.
Give a goal an amount and a timeline. Explore retirement and life-event scenarios with your assumptions in view, so you can consider the choices ahead.
- Choose a goal that matters to you
- Explore timing and contribution assumptions
- Revisit your plan as life changes
Ask
Turn your numbers
into a conversation.
Bring your everyday money questions to your AI coach. Explore spending, cash flow, and planning choices with the context of your financial information.
- Ask about the activity behind your numbers
- Explore priorities and possible next steps
- Available with Pro and Family
A clearer picture starts here
The first step is a clearer picture.
Start with your accounts. Build toward the goals that matter to you.
