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Pocket Finance Mobile

Pocket Finance Mobile

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All Versions of Pocket Finance Mobile

2.8.1

February 22, 2024

This update includes important bug fixes and UX updates and is recommended for all users.
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2.8.0

January 16, 2024

The update includes multiple UX and security improvements. Also a new feature now available where it’s possible to create Household financial report by creating a Household group and share the financial information between the added members.
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2.7.4

November 7, 2023

The update includes the fix of error that prevented users from calling by tap on the Advisors phone number
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2.7.3

November 3, 2023

The update includes multiple UX and security improvements: - Improved security measures for Reset password functional - Fixed calculation of the total Net amount where the House category assets now included. Also for Finreport. - Added notification after Advisor quits client Team - Updated layout and styles of the Transactions widget. Also updated the message for the Transactions widget with empty data
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2.7.2

October 5, 2023

The update includes multiple UX and security improvements: - Improved messages when resetting a password with non-existing users and creating an account with an already existing user - Updated message for the Bank connections screen - Added new widget on the Dashboard for reviewing My Team members - New function of editing the order or hiding the widgets on the Dashboard - Fixed calculation of the total Net amount where the House category assets now included - Renewal date for the Disability insurance form has been removed
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2.7.1

August 28, 2023

The update includes a small UX improvement: - Added a $ sign to the custom property value field of house category assets
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2.7.0

August 22, 2023

The update includes multiple function improvements and bug fixes: - Manual assets now have a function that allow to search and add properties in Canada and North America and track its everyday price rate - Glossary of Insurances have been placed inside the forms of each types as tooltips for each term - A list of new Advisor roles have been added to the Marketplace - Added an additional rider for Life Insurance and a new question to Disability Insurance form - Added a function of resending an email confirmation letter to the success registration screen
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2.6.0

August 1, 2023

The update includes multiple UX improvements and bug fixes: - Fixed buttons' navigation from an empty Financial Report - Added a closing button for a digit keyboard
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2.5.4

July 4, 2023

The update includes UX improvements and bug fixes: - The logic of Advisor Profile Link has been changed: yellow tooltip box and Review button has been removed from UI of Advisor profile in Marketplace. - Added new To Do tasks functions: a user is now able to create his/her own To Do tasks and set up deadlines.
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2.5.3

May 30, 2023

The update includes multiple UX improvements and bug fixes

Price History of Pocket Finance Mobile

Description of Pocket Finance Mobile

Pocket Finance is a new way to manage and understand your finances, discover the products and the experts available in the market to assist you with pursuing bigger financial goals while improving your daily spending and saving behavior. If you are a regular customer, Pocket Finance uses leading scientifically proven methods to empower you to: * Avoid overspending and deficient savings with the real-time purposeful allocation * Discover actions and products in your favor to minimize fees and put more in your pocket * Navigate mystifying bank systems and fine print * Build financial literacy. If you are a financial professional, Pocket Finance makes your work easier by: * Eliminating the need for manual data entry for financial reports * Discovering new opportunities and next best actions with existing clients and presents it to you real-time * Improving compliance and retention through stronger client engagement and ongoing awareness * Off-loading budgeting compliance and cashflow burdens onto our platform; liberating cashflow for consumers to invest in their goals. Pay attention that the app is published for easy beta-testing. Before installing the app, please, pay attention that the app is published for easy beta-testing with selected users only. Many features are in development. We do not recommend installing the app yet because the user experience is very limited and not ready for general public use. If you still want to download and use the app, we leave it at your own discretion and do not take any liability as the result of your actions.
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Pocket Finance Mobile: FAQ

Does Pocket Finance Mobile work on iPad devices?

No, Pocket Finance Mobile is not compatible with iPad devices.
POCKET FINANCE INC. developed the Pocket Finance Mobile app.
Currently, Pocket Finance Mobile supports iOS 12.4 or later.
The Pocket Finance Mobile app doesn’t have enough ratings and reviews yet.
Pocket Finance Mobile Relates To The Finance App Genre.
The latest version of the Pocket Finance Mobile app is 2.8.1.
Pocket Finance Mobile updated its app on July 8, 2024.
The release date of the app was February 6, 2023.
This app is rated for ages 4 and up, and contains only family-friendly content.
The following list of languages is supported by the Pocket Finance Mobile app: American English.
No, Pocket Finance Mobile is not on Apple Arcade.
No, Pocket Finance Mobile does not support in-app purchases.
No, Pocket Finance Mobile does not provide support for Apple Vision Pro.

Screenshots of Pocket Finance Mobile

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