Pockit Book cannot move your money
Bank access is used to read financial information. It does not authorize payments or transfers from your connected accounts.
Security & privacy
Your money.
Your control.
See how your accounts connect through Plaid, where your bank credentials go, and what permissions Pockit Book receives. Your connected bank information stays read-only, with no ability to make transfers.
No credit card needed. Start where you are.
Personal means personalPeace of mind looks good on you.
Your connection, explained
See your money.
Stay in control of it.
Your bank login happens through Plaid. Pockit Book receives permission to read supported account information, without the ability to make transfers.
Your financial institution
Your accounts and your money stay with your bank.
A connection through Plaid
Complete your bank’s authentication in Plaid’s connection flow.
Your bank login stays out of Pockit Book
Your Pockit Book picture
See balances and transactions in one place, with read-only access.
The things that matter
Protection with
a clear explanation.
Your bank password does not reach us
You enter bank credentials in the connection flow provided by Plaid, rather than a Pockit Book credential form.
Connection tokens are encrypted
The bank access tokens used to retrieve account data are encrypted using a key held outside the database.
Access is scoped to your household
Your account information is retrieved in the context of your signed-in household, rather than a shared public dataset.
Know what you’re connecting
Useful information.
Specific permissions.
A financial overview needs financial context. Understand what that context supports, and review the privacy policy for the full account of collection and use.
Read the privacy policyAccount balances
Your financial overview and net worth.
Transaction history
Spending categories, budgets, and cash flow.
The planning inputs you provide
Goals, timelines, and projections.
Your account email
Sign-in and account communication.
Straight answers about your information
Good questions.
No fine-print feeling.
Can Pockit Book make payments or transfers?
No. Connected bank information is read-only. Your money remains at your financial institution, and Pockit Book cannot move it.
Does Pockit Book store my bank password?
No. You complete bank authentication through Plaid’s connection flow. Pockit Book uses a connection token to retrieve supported account information.
How does Pockit Book make money?
Pockit Book offers a Free plan and paid Pro and Family subscriptions. You can review current prices and included tools on the pricing page.
Where can I review the privacy policy?
The privacy link below opens the current Pockit Book policy. It covers the collection and use of information, account controls, and how to contact the team.
A clearer picture starts here
Clarity should come with peace of mind.
Connect your first account and start seeing your financial picture in one place.
Start freeFree plan. No credit card needed.