# Pocket Finance Mobile

> Personal finance management and financial professional tools for goal achievement. (iPhone/iPad app by POCKET FINANCE INC..)

- Source: https://appshunter.io/ios/app/pocket-finance-mobile/id1539785018 (this page in markdown: same URL + `.md`)
- Developer: [POCKET FINANCE INC.](https://appshunter.io/developer/1539785020)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 51 MB
- Languages: English
- Released: 2021-03-29
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pocket-finance-mobile/id1539785018/reviews.md

## What is 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.

## Key features

- Real-time purposeful allocation
- Discover financial products and experts
- Minimize fees and maximize savings
- Build financial literacy
- Automated financial reporting for professionals
- Client engagement and retention tools


## Frequently asked questions about Pocket Finance Mobile

### What is Pocket Finance Mobile?

Pocket Finance Mobile is a finance management application designed to help users understand and control their spending, discover financial products, and build financial literacy. It also offers features for financial professionals to streamline client management and reporting.

### Is Pocket Finance Mobile free to use?

Yes, Pocket Finance Mobile is currently available for free. The app is published for beta-testing, and many features are still in development.

### What devices does Pocket Finance Mobile support?

Pocket Finance Mobile is supported on iPhone and iPod devices. It is not currently available for Android or other platforms.

### How secure is Pocket Finance Mobile?

While the description does not detail specific security measures, the app aims to help users navigate complex financial systems. Users should exercise caution as the app is in beta and not yet ready for general public use.

### When was Pocket Finance Mobile last updated?

The latest version of Pocket Finance Mobile, 2.9.4, was last updated on December 31, 2024. The app was initially released on March 29, 2021.

### What is the age rating for Pocket Finance Mobile?

Pocket Finance Mobile has an age rating of 4+. This indicates it is suitable for a wide range of users, though its financial management features are more relevant to adults.

### Does Pocket Finance Mobile have ads?

No, Pocket Finance Mobile does not contain advertisements. The app is free and does not display any ads to users.

### Can financial professionals use Pocket Finance Mobile?

Yes, Pocket Finance Mobile is designed to assist financial professionals by eliminating manual data entry for reports, discovering new client opportunities, and improving client engagement and compliance.

## Version history (last 5 releases)

### 2.9.4 — 2024-12-31

Bug fixes and rich text editor

### 2.9.2 — 2024-11-01

Error Toast message solved when user's session expires and user is just routed back to login screen now.

### 2.9.1 — 2024-08-24

Error Toast message solved when user deletes the account
MX account deletion error toast resolved
Duplicate accounts in MX Integration resolved
Users can now remove bank connections

### 2.9.0 — 2024-08-22

SideDrawer integration
Onboarding sequence steps and UX update
Advisor profiles will have a clickable website link

### 2.8.3 — 2024-07-30

My team widget is now on the top by default at the User Dashboard. Also, the the widgets default order have been updated.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*
