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Pocketnest

Pocketnest

by PocketNest Inc.

184 ratings
9 reviews
With Ads
🌟 Lifestyle
💰 Finance
Free
With Ads

Details

  • Released
  • Updated
  • August 19, 2019
  • June 16, 2026

Features

Developer

PocketNest Inc.
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About

This app guides you through financial planning themes with step-by-step instructions. It securely links to your accounts, asks questions, and provides actionable to-dos tailored to your financial situation. No finance degree or meetings are required.

✓Step-by-step financial planning guidance
✓Secure bank account linking
✓Personalized actionable to-dos
✓Financial planning themes
✓To-do list management
✓Reminders for tasks
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What's New in Pocketnest

11.0.6

June 16, 2026

[+] Budget now uses linked accounts [+] Enhanced goals tracking [+] Improved tutorials [+] New Institutions [+] Bug fixes, keep the feedback coming

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User reviews

Most RecentHighest RatedLowest Rated

New budget feature is slick!

The new budget tool is super helpful - a bit to input in the beginning but worth the effort!
Love maps 7Love maps 7

Lots bugs

My accounts are linked in spot but not others. I tried unlinking and relinking and now everything shows double in one spot but not in the others. The budget page just spins endlessly even after deleting and reinstalling the app. There were also several pages in the set up that would glitch causing the page to be unreadable.
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Cocogirl8907Cocogirl8907

Comprehensive yet easy to use - a rare combo!

It’s rare to find an app that is both comprehensive and easy to use, and especially for finance. Usually finance apps just cover a slice, like budgeting, or expenses & income, etc. Pocketnest not only covers those, but also connects it to assets & debt, net wealth, and even areas I forget to think about like tax and estate planning. Impressively it pulls this off with a simple user interface.
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KemplabKemplab

This is a great app!

The
DWiz3601DWiz3601

Great app in concept

I’d like to be able to change the classification of accounts from “other” to life insurance or investments.

And link a debt to an asset, such as a mortgage to a house for valuation purposes.

Is not recognizing the life insurance I entered as being owned ~ says “I don’t know”
SmittenWithMittenSmittenWithMitten

Response from developer

Dear SmittenWithMitten, Love the user name! First of all, thank you very much for the review. User feedback is essential to improving our product and we love it! We are constantly iterating on our product features and have some exciting new functionality coming around accounts and transactions! I would be interested in hearing more about the life insurance not being recognized. If you have a couple of free minutes, I would love to hear more about it. You can reach me at my work email, chris@pocketnest.com. Thanks again, Chris

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FAQ

What does Pocketnest do?

Pocketnest provides guided financial planning through 10 key themes. It securely connects to your financial accounts, asks relevant questions, and generates personalized, actionable to-dos to help you manage your money effectively.

How does Pocketnest help with my finances?

The app breaks down complex financial planning into manageable steps. It offers tailored to-dos based on your individual situation, helping you stay organized and on track with your financial goals without needing a finance degree.

Is Pocketnest free to use?

The application is free to download and use, supported by advertisements. There are no in-app purchases or subscription fees mentioned for accessing its core features.

What kind of security does Pocketnest use?

Pocketnest employs bank-level security to protect your financial data when linking your accounts. This ensures that your sensitive information is handled with robust security measures.

Who is Pocketnest designed for?

This app is ideal for individuals who want to get their finances in order with minimal time commitment and without needing specialized financial knowledge. It's for anyone looking for clear, actionable steps to improve their financial well-being.