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Getting Started

A field guide to the app: what every piece does and the thinking behind it. Read straight through, or jump to whatever's confusing.

  • Overview
  • Getting Started
    • Set up Pocketwatch your way
    • Pockets
    • Budgeting
    • Importing data
  • Accounts
  • Investments
  • Support
  • Change Log

Set up Pocketwatch your way

Two ways in: link your banks and let transactions flow in automatically, or track everything by hand. Same destination - accounts, a budget made of categories, and a net worth that updates itself.

Pockets

A pocket is a self-contained financial workspace - its own accounts, categories, budget, and net worth. Most people only need one; the few who need two are glad pockets exist.

Budgeting

Zero-based budgeting in plain English: every dollar gets a purpose, so you know where your money goes. Here's exactly what that looks like inside Pocketwatch.

Importing data

Bring your history with you - transactions, budgets, and investments imported from CSV, OFX, QFX, or QIF, previewed before anything is saved.

Can't find your answer? Contact us and we'll point you in the right direction - or write the article you were looking for.

Pocketwatch

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