Pocket Plan helps you make better financial decisions. Get organized, test outcomes and connect with professionals with a real time financial plan.
Build your financial plan in minutes. Connect with professionals to help you reach your goals.
Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform.
Once your accounts are connected you can view custom reports like:
- Net Worth
- Cash Flow
- Investment
- Monte Carlo
- Social Security
- Estate
- Insurance
Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like:
- Financial Advisors
- CPAs
- Estate Planning Attorneys
- Mortgage Bankers
- Life Insurance Specialists
Personal Financial Plan
Monte Carlo
Real Time Investment Data
Connect with Advisors
Print Net Worth Report
E-Money
Redtail
No
Web App - data connected through Plaid
Yes
Yes - user can invite a partner or financial professional to view their profile
Apple I Google
Gather and organize financial data
If you're tired of juggling a stack of bank accounts, credit cards, and budgeting apps, this financial planning tool might be the breath of fresh air you didn’t know you needed! Imagine this: instead of flipping between five different tabs (or getting lost in a mountain of receipts), you get all your finances in one place, right at your fingertips.
First off, it’s a serious timesaver! You no longer have to log in and out of multiple accounts to see your balances, check transactions, or keep track of your budget. This tool does all that heavy lifting, so you get more time back for things you actually enjoy. Not only is it budget-friendly, but it’s also relationship-friendly—because let’s be honest, talking finances with a partner can get complicated. With everything neatly organized in one place, you and your partner can see exactly where your money stands and make decisions together.
And here's the best part: it’s not just a tool; it's like having a financial sidekick that’s always looking out for you. From budgeting to tracking every penny, it helps you organize and align your finances like a pro. If you're looking to take control of your financial future without the stress, this tool is definitely worth a try!
While Pocket Plan does a lot right, there are still a few things that feel like a bit of a challenge—especially for someone still learning the ropes of all those financial terms and reports. The app throws around jargon like cash flow and net worth with ease, but I’d love a bit more guidance or explanations on what these actually mean. It would be so helpful to have some educational resources or quick tips built into the app to make sure I’m really getting the most out of these features without feeling lost.
Another area where Pocket Plan could improve is with customization. I’d love to be able to tag or rename transactions more easily or create custom categories that fit my specific budget style. This level of flexibility would be a game-changer for organizing spending! And one last thing: reminders! If I could set automatic nudges for certain budget categories or upcoming bills, that would keep me on track and take the budgeting experience to the next level.
Overall, while Pocket Plan makes it easy to see the big picture, I’d really appreciate a few more tools to help customize the details and learn as I go.
Pocket Plan has made managing my construction and real estate budgets so much easier. It’s simple to use, keeps all my finances in one place, and helps me stay on top of spending without the usual hassle. Definitely recommend it for anyone in busy fields who needs an easy way to track their money!
I just wish it was available on the Apple App Store! I'd love to see an iPhone integration since I'm an Apple user full-time, though I currently do all my budgeting on Android.
