Pocketnest

Pocketnest

About this app

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.

Ratings and reviews

This app is fantastic, exactly what our family needed for an easy-to-digest tool to help with our personal finances! Very easy to get started and I cannot wait to see how this app continues to grow/evolve!!

Easy to use. Great app to help you with a budget, and to pay down outstanding debts. It also helps educate u with financial experts.

So far so good but I 1) Can't undo change a goal from completed back to my ro do list. 2) I can not save my birthdate.

What’s new

[+] New Snapshot Summary Screen
[+] New UX for Key terms
[+] Improved Error Messaging
[+] Squashing bugs
[+] Keep the feedback coming