# Pocket Plan App — Retirement Investment Budget > All-in-one financial planning app for individuals and advisors. (iPhone/iPad app by Pocket Planner Inc.) - Source: https://appshunter.io/ios/app/pocket-plan-app/id1586643059 (this page in markdown: same URL + `.md`) - Developer: [Pocket Planner Inc](https://appshunter.io/developer/1491032583) - Category: Finance, Lifestyle - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 15.1 · 53 MB - Languages: American English - Released: 2021-10-25 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/pocket-plan-app/id1586643059/reviews.md ## What is Pocket Plan App? 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 ## Key features - Connect bank, retirement, and investment accounts - Track Retirement Score - Visualize future financial scenarios - Generate financial reports (Cash Flow, Net Worth) - Collaborate with financial advisors - Secure data handling ## Frequently asked questions about Pocket Plan App ### What is Pocket Plan? Pocket Plan is a personal finance app designed to simplify money management and retirement planning. It allows users to connect financial accounts, track their retirement score, visualize future scenarios, and generate financial reports. ### How does Pocket Plan help with retirement? Pocket Plan helps users track their 'Retirement Score' to instantly know their odds of retiring comfortably. It facilitates goal setting, progress tracking, and making confident adjustments to a retirement plan. ### Can I work with my financial advisor using Pocket Plan? Yes, Pocket Plan allows you to invite your financial advisor to collaborate directly within the app. You can manage multiple advisors or maintain full control yourself. ### Is my financial data secure with Pocket Plan? Pocket Plan prioritizes security and privacy. It never stores your login credentials and gives you full control to add or remove accounts anytime. Your data is protected. ### What devices does Pocket Plan support? Pocket Plan is available for iPhone and iPod. It is designed to provide a seamless experience across these Apple devices. ### How often is Pocket Plan updated? Pocket Plan was last updated on February 15, 2026, with version 1.4.32. This indicates a commitment to ongoing development and improvements. ### What is the user sentiment for Pocket Plan? Pocket Plan has received excellent user feedback, with a rating of 5.0 stars from 2 ratings. This suggests a high level of user satisfaction with the app's functionality and performance. ### Does Pocket Plan have ads? Pocket Plan is ad-free, meaning you can manage your finances without any advertisements interrupting your experience. ## Version history (last 5 releases) ### 1.4.32 — 2026-02-15 Added creation and management of invite links. ### 1.4.28 — 2025-10-31 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. ### 1.4.27 — 2025-10-13 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. ### 1.4.26 — 2025-09-28 Improved notifications to the advisor and client. Easier scheduling with the advisor through the scenario function. ### 1.4.25 — 2025-09-24 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. ## Apps similar to Pocket Plan App | App | Rating | Price | Category | | --- | --- | --- | --- | | [Castle · Budget & Investment](https://appshunter.io/ios/app/castle-budget-and-investment/id1634959031) | — | Free | Finance | | [Fire Companion](https://appshunter.io/ios/app/fire-companion/id6502856072) | — | Free | Finance | | [Prosper - Financial Planner](https://appshunter.io/ios/app/prosper-financial-planner/id6677030972) | 5.0 (1) | Free | Finance | | [Projections:Retirement Planner](https://appshunter.io/ios/app/projectionsretirement-planner/id6447589672) | 2.0 (1) | Free | Finance | | [FI Toolkit](https://appshunter.io/ios/app/fi-toolkit/id1457373861) | — | $3.99 | Finance | | [When Can I Retire Pro](https://appshunter.io/ios/app/when-can-i-retire-pro/id1441892911) | 3.7 (21) | Free | Finance | --- *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 2026-06-01.*