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Pocket Financial - Take control of your money in one place. Pocket Financial is a personal finance app that helps you see all your accounts, track spending, set budgets, and work toward your savings goals—so you can manage your money with confidence. LINK YOUR ACCOUNTS Connect your bank accounts securely in a few steps. View balances, transactions, and account details for checking, savings, credit cards, and mortgages in a single dashboard. BUDGET THE WAY YOU SPEND Create budgets and see where your money goes. Track essential and discretionary spending by category, compare spending to income, and adjust as you go. REACH YOUR GOALS Set savings goals and track progress. Allocate money toward goals and watch your progress over time so you stay motivated and on track. CLEAR SPENDING INSIGHTS See your spending by category and over time. Understand patterns, spot opportunities to save, and make decisions based on your actual behaviour. ACTIVITY & TRANSPARENCY Review activity logs for important actions in the app. Stay informed and in control of your financial data. SECURE & PRIVATE Your data is protected with secure sign-in and encryption. Manage your profile, change your password, and read our Privacy Policy and Terms directly in the app. NOTIFICATIONS Get timely alerts and updates so you don’t miss important changes to your accounts or goals. EASY ONBOARDING From sign-up to linking your first account and setting a goal, the app guides you step by step so you can get value quickly. Whether you’re building a budget, paying down debt, or saving for something specific, Pocket Financial puts your finances in one place and helps you move toward your goals. Download Pocket Financial and start managing your money smarter today.