Budget Together
Team up on your finances. Securely share your budget with a partner or financial advisor. View each other's progress, manage shared expenses, and reach your goals faster as a team.
Take Command of Your Finances with PocFin
Smart budgeting trusted by real people - monitor your spending, gain insights, and reach goals with a whole new way of personal finance.
Why Choose Pocfin?
Shared Budgets
Link your budget with a partner. Give or accept access to view and manage budgets together for shared goals.
Financial Calculators
Access a suite of tools like retirement, bond, and investment calculators to make informed financial decisions.
Smart Chat Assistant
Analyze your budgets and ask common financial questions with our intelligent assistant, ready to help you 24/7.
Helpful Insights
Get detailed analytics and visualizations on your budgets to understand your spending habits and find savings.
Encrypted Data
Your financial data is protected with base64 encryption and security measures you can trust.
Anywhere Access
Manage your money on the go with our mobile app, available Android (IOS coming soon).
Ask Questions, Get Answers
Ask about investing options and get personalized financial advice anytime with our smart chat assistant. Whether you're saving for a goal, planning a trip, or just want to understand your spending, our intelligent assistant gives simple, actionable insights. Ask things like "Where did I spend the most last month?" or "How can I start investing with a small budget?" and get instant, helpful answers. It's like having a financial advisor in your pocket—ready 24/7 to guide your money decisions.
Plan for the Future
Our array of financial calculators are here to help. From planning your retirement to calculating a bond repayment or projecting investment growth, make decisions with confidence.
Capture Context with Notes
Add detailed notes to your budgets and categories to understand your spending and income from the past. Capture context and insights so you always know what happened and can make better financial decisions with complete clarity.
Actionable Insights
Go beyond simple tracking. Pocfin analyzes your spending and provides clear, actionable insights. Discover trends, identify savings opportunities, and get a true picture of your financial health, all in one place.
Import Bank Statements with Ease
Upload your bank statements via CSV and allocate transactions directly into your monthly budgets and categories. You control where each transaction goes—upload one at a time or import everything at once. Review a detailed breakdown of how your transactions will affect each category before posting them, so you stay in complete control of your financial data.
Getting started with Pocfin is quick and easy
1
Create your account
Sign up for free in just a few minutes. No credit card required to get started.
2
Set your budget
Create custom budgets for different categories based on your income and goals.
3
Track and optimize
Monitor your spending, receive insights, and adjust your budget to reach your financial goals.
Find the Right Plan for You
Free
0/month
- 2 Active Budgets
- Basic Analytics
- Standard Calculators
- Smart Chat Assistant
- Budget Sharing
- Import Bank Statements via CSV
- Upload receipts with your transactions
- Link your Investec account to sync your transactions
Pro
$5.00/month
- Unlimited Budgets
- Advanced Analytics & Insights
- All Financial Calculators
- Smart Chat Assistant
- Share Your Budgets
- Import Bank Statements via CSV
- Upload receipts with your transactions
- Link your Investec account to sync your transactions
- Any new features added
Download PocFin
Get PocFin on your mobile device and take control of your finances on the go.