Free
For getting started
$0/ month
Free to get started. No credit card.
Start free- Connect up to 2 accounts
- Transaction tracking
- Basic dashboard
- 1 savings goal
- Email alerts
Plans & pricing
Start free.
Find your fit.
Begin with free account tracking, then compare the budgeting and planning tools in paid plans. Find the option that fits your work, your household, and what comes next.
No credit card needed. Start where you are.
Start where you areA plan that grows with you.
Pro
Most popularFor serious planners
$8.25/ month
$99 billed annually
Choose Pro- Unlimited account connections
- Budget and cash flow
- Goals with scenario modeling
- Retirement projections
- Tax planning and estimates
- AI coach — unlimited
- Debt payoff planner
- Home purchase planner
Family
For households
$13.25/ month
$159 billed annually
Choose Family- Everything in Pro
- Up to 5 household members
- Shared household dashboard
- Per-member privacy controls
- College planning module
- Household budget splits
- Priority support
Entrepreneur
For people who work for themselves
$20.75/ month
$249 billed annually
Choose Entrepreneur- Everything in Family
- Business income recognised from cleared deposits
- Revenue grouped by the client who paid
- Confirm queue for unclassified inflows
- Business and client tags on any transaction
- Deduction tracking by type, all year
- Quarterly estimates from your W-2 and self-employment split
- Profit-and-loss and deduction exports
Annual prices show the monthly equivalent. Plan selections open signup in the current Pockit Book application.
Inside the Entrepreneur plan
Built for your business.
Connected to your life.
Everything in Family, with tools to keep client payments, business spending, and quarterly planning in one clear picture.
- Track cleared client income with business and client tags
- Organize deductions and quarterly estimates
- Export profit-and-loss and deduction reports
Find the fit for your financial life
The tools you need.
Clearly laid out.
| What’s included | Free | Pro | Family | Entrepreneur |
|---|---|---|---|---|
| Connected accounts | Up to 2 | Unlimited | Unlimited | Unlimited |
| Transaction tracking | Included | See plan details | See plan details | See plan details |
| Savings goals | 1 goal | Scenario modeling | Scenario modeling | Scenario modeling |
| Budget & cash flow | Not included | Included | Included | Included |
| Retirement projections | Not included | Included | Included | Included |
| Debt payoff planner | Not included | Included | Included | Included |
| Home purchase planner | Not included | Included | Included | Included |
| Business & self-employment tools | See plan details | See plan details | See plan details | Included |
| Tax planning & estimates | Not included | Included | Included | Included |
| AI coach | Not included | Unlimited | Unlimited | Unlimited |
| College planning | Not included | See plan details | Included | Included |
| Household members | See plan details | See plan details | Up to 5 | Up to 5 |
| Per-member privacy controls | See plan details | See plan details | Included | Included |
Before you choose
A plan for your money.
Without the guesswork.
Is there a free plan?
Yes. Free includes up to two connected accounts, transaction tracking, a basic dashboard, one savings goal, and email alerts. You can create a free account without a credit card.
What is the difference between monthly and yearly billing?
Pro is $12 billed monthly or $99 billed annually. Family is $19 billed monthly or $159 billed annually. Entrepreneur is $29 billed monthly or $249 billed annually. The yearly option shows a monthly equivalent, while the full annual amount is billed at once.
Which plan includes business tools?
Entrepreneur includes business income from cleared deposits, revenue by client, a confirm queue, business and client tags, deduction tracking, quarterly estimates, and business exports. It also includes everything in Family, which includes Pro’s budgeting, retirement projections, tax planning, and AI coach.
Where do I sign up or choose a paid plan?
The buttons open the current Pockit Book application in a new tab. Free signup creates your account; paid plan details and checkout are handled in the current app.
A clearer picture starts here
Your next step can be a free one.
Connect your accounts. Start getting to know your numbers. Take it from there.
Start freeFree plan. No credit card needed.
