Money, clearly shared.
CFS Pocket helps you organize everyday spending, receipts, recurring bills and household documents.
RECORD AND REVIEW
Add expenses with amounts, currencies, merchants, categories and notes. Search your history and review monthly or yearly spending. Keep receipt images and PDFs attached to their records.
PLAN FOR UPCOMING BILLS
Create recurring bills, see upcoming occurrences and record payments. Configure reminders for your time zone and schedule.
SHARE SELECTED RECORDS
Create private groups for your household or trusted circle. Share expenses and documents, follow comments and search group activity. Personal records stay private until you share them.
ORGANIZE YOUR DOCUMENTS
Keep documents, contracts and address history together. Restore deleted documents from the recycle bin for 30 days or permanently delete them sooner.
CONTROL YOUR EXPERIENCE
Choose light, dark or system appearance and English, Spanish, Hindi or Telugu. Review device sessions, use optional biometric app unlock on supported devices, export your data and request account deletion.
WORK BETWEEN CONNECTIONS
View previously synchronized records and enter expenses offline. Pending changes synchronize when you reconnect; some actions need an internet connection.
INVITATION REQUIRED
CFS Pocket is currently invitation-only. Ask your platform administrator for an invitation. Admitted users can sign in with email or a linked Google or Apple account.
This app organizes information you enter. It does not connect to bank accounts, transfer money or provide financial advice.
Track expenses, keep receipts and share bills with your trusted groups.