PocketWise

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Shared account history · up to 20 saved changes
MY MONEY

Welcome back, demo

Budget alerts

    Upcoming bills

      This month

      Your budget at a glance.

      Available
      0 Money left to spend this month
      Spent↘
      0 Average 0 per active week
      Savings↑
      Monthly savings0
      Additional savings0
      Choose a fixed monthly plan under Plan → Savings

      Fixed bills

      Paid and upcoming this month
      Monthly interest earned%
      0 Compared with the previous 3 months
      Monthly withdrawals
      0Withdrawn from savings this month

      Spending vs monthly income

      Fixed bills and everyday spending · weekly income is monthly income ÷ 4
      SpendingIncome

      Savings goal

      Progress toward your target
      0
      0%Set a goal to begin

      Spending history

      Planned vs actual this month
      PLAN

      Build your monthly plan

      Planned spending0
      Planned savings0
      Unallocated0

      Fixed bills

      Recurring commitments

      Everyday spending

      Flexible monthly categories

      Savings

      Pay your future self
      Fixed monthly plans
      Choose which Savings item is the priority target for this month. Home and Goals will compare actual savings against it.
      TRACK

      Record what actually happened

      Add an activity quickly or use the weekly table for detailed tracking.

      Quick add

      Add spending, savings or interest earned without hunting through the table
      Changes save automatically to your account.

      Weekly tracking

      Plan versus actual by category · change the month from the selector at the top
      Weekly “Spent” includes Fixed bills, Everyday spending and Savings. The footer Available is the month-closing cash after tracked spending, Savings and Additional Savings, and that balance carries into the next month.
      Monthly savings ledgerOpening balance, fixed savings, additional savings, interest, withdrawals and closing balance

      Enter interest and withdrawals for the selected month here. The ledger below is a read-only summary; changes save and sync automatically.

      Scroll sideways to see every column, including Closing balance.

      Opening balance carries forward from the previous month. Savings come from your tracked amounts. Closing balance is calculated automatically. All amounts use .
      Cash ledgerTrack money that was not spent⌄

      Scroll sideways to see every column, including Closing balance.

      Closing = opening + income − fixed/everyday spending − monthly savings − additional savings. The closing balance automatically carries into the next month.
      GOAL

      See how your savings changed the timeline

      Follow the history from when saving started, then see how additional savings and interest move you closer to the goal.

      Savings projection

      Closing balance
      Current savings0Excluding recorded interest
      Interest earned0Recorded to date
      Total savings balance0
      0%
      StartNowGoal
      Scenario monthly saving0
      Fixed monthly planMonthly savings+ Additional savings+ Interest / current pathYour scenario
      Fixed monthly planNot selected · 0
      Additional savings0
      Interest earned0
      Goal shift—
      ACCOUNT

      Demo account

      Open Reports to explore temporary demo insights. Account, password, sync and security controls are unavailable in Demo Mode.

      Notifications

      Upcoming bills and PocketWise updates.

      SETTINGS

      Settings

      Manage appearance, notifications and account security.

      Change username

      Your budget stays with the same account. Sign in with your new username or your existing email address.

      Notifications

      Bill notifications are delivered by the PocketWise Android app. Open Account → Settings in the app to enable notifications, send a test, and choose sound and vibration.

      Appearance

      Your choice stays in this browser.

      Financial reports

      REPORTS & INSIGHTS

      Year-to-date financial summary

      See how your savings discipline, overspending and interest growth are changing over the year.

      Year to date
      Savings target—No target history yet
      Average monthly overspend—No month-end deficit yet
      Savings growth rate—Waiting for comparable months
      Interest growth—Compared with savings growth
      YTD money flowSelected year
      Income
      —
      Spending
      —
      Monthly savings
      —
      Additional savings / withdrawals
      —
      Interest earned
      —
      Closing available cash
      —
      Total interest vs total savedInterest is kept separate from money you contributed.
      Total saved—
      Total interest—
      —Interest compared with net saved contributions
      Savings + interest growth—
      Interest growth compared with savingsMonthly savings contributions versus interest earned.
      SavingsInterest