Pocket Plan App1.4.32

Pocket Plan: Smarter Personal Finance, Simplified

Take the guesswork out of money management. Pocket Plan is your all-in-one financial planning app-designed for individuals who want clarity and for advisors who want to better serve their clients.

Why Pocket Plan?

See your full picture - Connect your bank, retirement, and investment accounts in seconds. Pocket Plan automatically organizes your assets, liabilities, income, and expenses.

Track your Retirement Score - Instantly know your odds of retiring comfortably. Pocket Plan helps you set goals, track progress, and make confident adjustments.

Visualize your future - Explore “what if” scenarios to see how changes in savings, income, or retirement age could impact your plan.

Stay on top of reports - Get clear, easy-to-read reports on your Cash Flow, Net Worth, Investments, and Retirement-all in one place.

Work with advisors - Invite your financial advisor to collaborate directly inside the app. Manage multiple advisors at once, or take full control yourself.

Getting Started is Easy

Create your account with Apple, Google, or email.

Answer a few simple onboarding questions (like birthday, income, retirement age).

Connect your accounts securely.

Get your personalized Retirement Score and start exploring.

No spreadsheets. No guesswork. Just a smarter way to see your money clearly and plan with confidence.

Your Data, Your Control

Pocket Plan never stores your login credentials and gives you full control to add or remove accounts anytime. Security and privacy are always the priority.

Download Pocket Plan today and take the first step toward financial peace of mind.

For more details, visit www.pocketplan.io

Version History Added creation and management of invite links. 1.4.32 Feb 15 Updated Net Worth screen with new design and increased functionality. Now you can sort by asset type & accounts with a single click. See account classification for Total Assets, Cash, Taxable or Tax Deferred investments. If you're looking at your Liabilities, you can sort Total Liabilities, Mortgage, Loans or Credit Cards. 1.4.28 10/31/2025 Fixed: Advisor home screen display text with link sources. Also updated chart colors and advisor source drop down to display current links.

Updates:
Updated notifications page to handle cases where no notifications exist yet. The user will see an icon and text display for empty notifications. 1.4.27 10/13/2025 Improved notifications to the advisor and client. Easier scheduling with the advisor through the scenario function. 1.4.26 09/28/2025 Updated Scenario functionality with Mortgage Calculator, sharing scenarios with advisors and notifications. It's easier to create a mortgage scenario to test monthly payments. These scenarios can be shared with an advisor. You will receive a notification via email and in app when the advisor has accepted the scenario. 1.4.25 09/24/2025 Updated Retirement score functionality and usability making it easier than ever for users to create, test and share a scenario. The new UI makes it easier for you to edit a default scenario to test your retirement score. Once you're done editing, you can share the scenario with your advisor. 1.4.24 09/07/2025 Updated functionality for notifications for advisor connections, account details and scenario sharing. Bug fixes for Retirement Score details. 1.4.23 07/25/2025 UI Changes:
- Updated icons
- Replaced arrow with chevron icon
- Centered screen titles
- Filter buttons My Scenarios Page
Fixes:
- Search functionality on the Account Summary page
- Sharing scenarios with advisors
- Updating public scenarios
New Features:
- Added the ability to cancel a pending request with an Advisor Profile
- Enabled navigation to the Scenario Details screen when an advisor taps on a shared scenario, and also added the ability for advisors to edit the scenario 1.4.22 07/03/2025 Updated security and improved functionality. Create scenarios easier by selecting a dropdown option and watching your retirement score update 1.4.21 06/18/2025 Fix: Client ratings in advisor home screen 1.4.2 01/25/2022 Improved UX of charts for easier readability. Net Worth and Cash Flow charts have easier layout for a quick scan and understanding of information 1.4.1 12/08/2021 Track manual accounts in your Pocket Plan.

Enter assets that don’t require regular updates for activity or value. Manual accounts are those which you update personally. Your live accounts are updated daily once connected through Plaid. Your manual accounts will only be updated when you provide new data.

Assets that can be included as a manual account include:
Property (Home, Business Interest, Collectible, Etc.)
Private Stock (Business, Founder Shares, Angel Investments)
Crypto (Bitcoin, Ethereum, etc.)
Your account details include:
Account Name: IE: Coinbase Wallet
Account Owner: Your Name
Account Type: Brokerage
Account Sub-Type: Crypto
Value: $4,000

Users will see these accounts added to their Net Worth and Investment Reports. In order to make changes to a Manual Account, users need to update the value personally. The logged prices will be included with the Manual Account.

Adding to Existing Accounts
Add new purchases in an account by adding to existing account from the Manual Account screen. Choose Add to Existing to add a separate security owned in the same account. For instance, you could add multiple coin holdings in an account like BTC, ETH, etc.

Update Existing
Update prices of existing assets in Manual Accounts. This is used to reflect any change in price that you would like reflected in your Pocket Plan.
For more information visit https://pocketplan.io/knowledge-base/ 1.3 11/24/2021 We have updated the investment report so that you can now access these details on your mobile device. This allows you to see your total portfolio and other investment holdings. Quickly sort your investment holdings by equity mutual fund or ETF. You can see your portfolio allocation as one portfolio which includes all accounts or individual account allocation. 1.2.1 11/09/2021 - Advisor can now register, connect with clients and see their portfolio
- Advisor can share marketing link to connect with more clients
- Client's investment accounts added 1.2 10/26/2021 1.1.0 09/27/2021