# Pocketnest > Financial planning guidance with actionable to-dos linked to bank accounts. (iPhone/iPad app by PocketNest Inc..) - Source: https://appshunter.io/ios/app/pocketnest/id1462706136 (this page in markdown: same URL + `.md`) - Developer: [PocketNest Inc.](https://appshunter.io/developer/1462706135) - Category: Finance, Lifestyle - Price: Free - Rating: 4.80/5 from 184 App Store ratings · 9 written reviews indexed - Age rating: 4+ - Requires: iOS 17.6 · 134 MB - Languages: English - Released: 2019-08-19 - Data updated: 2026-06-22 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/pocketnest/id1462706136/reviews.md ## What is Pocketnest? Do you have 10 minutes a month to get your finances in order? Sweet! Pocketnest partners with your Financial Institution to give you step-by-step guidance through all 10 themes of financial planning. We ask you questions, link to your accounts (with our super-secure bank-level security) and take you through some calculators to give you easy-peasy, actionable To-Dos specific to YOUR situation. No note-taking, mumbo-jumbo jargon, finance degree or in-person meetings necessary. Your To-Dos live on your To-Do List until you’re ready to tackle 'em. And we’ll remind you what you need to do along the way. Let's get started. #YouGotThis. ## Key features - Step-by-step financial planning guidance - Secure bank account linking - Personalized actionable to-dos - Financial planning themes - To-do list management - Reminders for tasks ## Recent user reviews (9 of 9) All indexed reviews: https://appshunter.io/ios/app/pocketnest/id1462706136/reviews.md ### 5/5 — New budget feature is slick! *2025-02-13, version 10.3.3* The new budget tool is super helpful - a bit to input in the beginning but worth the effort! ### 1/5 — Lots bugs *2024-09-17, version 10.2.6* 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. ### 5/5 — Comprehensive yet easy to use - a rare combo! *2021-09-22, version 5.0* 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. ### 5/5 — This is a great app! *2020-12-12, version 3.5* The ### 4/5 — Great app in concept *2020-05-08, version 2.7* 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” ### 5/5 — Great app for personal finances! *2019-09-11, version 1.3* As you’re going through the steps in the app the voice of the app is that of a helpful friend and someone who I trust. It is an effective tool for financial management and future planning! ### 5/5 — Personal finances made straightforward *2019-09-11, version 1.3* Pocketnest app is easy to use and straightforward. Personal finances can be a tough area of your life to confront. Pocketnest can help you get started. ### 5/5 — User friendly, easy to follow *2019-08-26, version 1.1* Great easy app to follow. One click moves to next item. Very straight forward and organized. ### 5/5 — Uniquely easy to use as it is helpful *2019-08-24, version 1.1* Straight forward and helpful forum to make financial planning of all sorts messy to understand and not scary to undertake. ## Frequently asked questions about Pocketnest ### 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. ## Version history (last 5 releases) ### 11.0.6 — 2026-06-16 [+] Budget now uses linked accounts [+] Enhanced goals tracking [+] Improved tutorials [+] New Institutions [+] Bug fixes, keep the feedback coming ### 11.0.5 — 2026-04-20 [+] Updated spending/transaction tracking [+] Enhanced goals tracking [+] Core platform updates [+] New Institutions [+] Bug fixes, keep the feedback coming ### 11.0.4 — 2026-03-31 [+] Updated spending/transaction tracking [+] Enhanced goals tracking [+] Core platform updates [+] New Institutions [+] Bug fixes, keep the feedback coming ### 11.0.3 — 2026-03-11 [+] Updated spending/transaction tracking [+] Enhanced goals tracking [+] Core platform updates [+] New Institutions [+] Bug fixes, keep the feedback coming ### 11.0.2 — 2026-01-08 [+] Updated spending/transaction tracking [+] Enhanced goals tracking [+] Core platform updates [+] Bug fixes, keep the feedback coming ## Apps similar to Pocketnest | App | Rating | Price | Category | | --- | --- | --- | --- | | [TAPCO CU](https://appshunter.io/ios/app/tapco-cu/id1273776124) | 4.8 (2,225) | Free | Finance | | [Spark Financial Wellness](https://appshunter.io/ios/app/spark-financial-wellness/id6503702297) | 5.0 (2) | Free | Finance | | [BenefitsForYou](https://appshunter.io/ios/app/benefitsforyou/id1167154112) | 1.7 (240) | Free | Finance | | [Family Security Plan (PFP)](https://appshunter.io/ios/app/family-security-plan-pfp/id6469904021) | — | Free | Finance | | [orsa credit union banking](https://appshunter.io/ios/app/orsa-credit-union-banking/id581010710) | 4.8 (10,118) | Free | Finance | | [Plinqit](https://appshunter.io/ios/app/plinqit/id1086165855) | 4.9 (74) | 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 2026-06-22.*