Features

Budgeting tools that stay understandable.

PocketPlan is designed around the monthly decisions people actually make: income, spending, bills, savings, debts, and reports.

Core product

A practical finance workspace

Clear monthly dashboard

See income, spending, remaining budget, bills, goals, debts, and net worth in one calm workspace.

Budget and expense tracking

Create spending categories, add transactions, and understand where the month is going before it gets away.

Bills and reminders

Track recurring bills, due dates, paid status, and upcoming payment pressure.

Savings goals

Set targets, update progress, and keep short-term savings connected to the bigger household plan.

Financial reports

Review income vs. expenses, spending categories, budget performance, and cash flow patterns.

Secure account foundation

PocketPlan uses Supabase authentication, row-level data separation, and secure hosting on Vercel.

Budget creation

Create monthly category limits and compare spending against the plan.

Expense tracking

Add transactions, organize categories, and review spending patterns.

Monthly spending analysis

See how the month is progressing with summaries and visual reports.

Recurring bills

Track bills, due dates, paid status, and upcoming obligations.

Savings goals

Set target amounts and monitor progress toward completion.

Cloud synchronization

Save account records through Supabase so the plan is available after sign-in.