Help Center
Everything you need to get the most out of Pocket Clear. Browse the guides below or email us if you need a hand.
Free Features
The completion ring on Home — see which of Pocket Clear's features you've set up, and jump straight to any you haven't.
One feature a day on Home, shown with real screenshots of the steps — and the full list of tips under Settings → Tips.
One number for your money habit on Home — four components, four tiers, and one suggestion for what to do next. Your streak lives inside it, and on Pro you see your bracket and the score that gets you into the next one.
Three rewards on the free plan on the way to your 50th entry — the widget, the month projection and 3 months of Pro — plus the rank chip on Power Score.
"On pace for …" under your balance: this period's spending stretched to the whole period, compared with last time.
Choose weekly, bi-weekly, monthly, or yearly — and understand how it shapes your budget view.
Control which date range your Home screen displays and how it differs from budget period.
Set your primary currency and understand how it affects all amounts in the app.
Create, edit, reorder, and delete custom expense categories to match your spending habits — or add one with + New right from the Add Transaction screen.
Add custom payment methods like Cash, Card, UPI, or anything else you use — and give each one an opening balance.
Bring in your existing transaction history from CSV or Excel files.
Manage notifications for partner updates, reminders, and weekly summaries.
On by default, learns the hour you usually log, and only nudges you on days with nothing logged. Plus the "Want a nudge at 9 PM?" screen when you sign up.
The last seven days side by side with the empty ones marked — fill in a forgotten week in a minute. Plus the first-week step when you sign up.
Cut back, save, avoid month-end surprises or just look — and your reminder and weekly summary adapt.
Your week at a glance for free, plus Pro insights about your month: creeping categories, repeat charges, budget pace.
The Sunday notification, on by default: what it says, your goal line, the Pro headline, and when it opens catch-up.
Learn about our four privacy pillars: No Ads, Encrypted Cloud Sync, No AI Training, No Data Selling. Plus changing your name, your signed-in devices and Reset Account.
Category pies you can tap, daily trends with your average spend per day, and a Trends tab for a whole year or all time — including your balance by payment type. Refunds come off the category they came from.
Got money back? Under Money In, turn on Refund and pick the spending category — it comes off that category in reports and budgets instead of counting as income.
Browse your full history with filters by category, type, and amount, multi-month ranges, and sorting — or switch to a calendar of each day's spending.
Divide one transaction across multiple categories — perfect for a receipt that spans several.
Start each month with last month's leftover, and see your running Overall Balance on Home.
Add an optional time of day so same-day entries sort correctly and show on each row.
Attach an optional note of up to 500 characters to any transaction for extra context.
Text size, decimal places, chips or a searchable drop-down for pickers, balance colours, and which Home screen elements are shown — including the "On pace for…" line and the carry-over Net Balance line.
Tap the eye icon on Home to mask your balance when you're in public.
Show amounts with Auto, 0, 2, or 3 decimals — a display setting that never changes stored values.
Scale the whole interface to Small, Medium, or Large for comfortable reading.
Switch the app between 12 languages, any time, from Settings. Emails and notifications follow the language you pick.
Add a spending snapshot to your home screen or iPhone Lock Screen, and tap it to log an expense.
Keep a daily logging streak — now shown inside the Power score card — and celebrate milestones as your history grows.
One-tap chips for your recurring spends — label and exact amount — matched from your own history, all on your device.
Pro Features
Earned by tracking. Log 50 entries on the free plan and email us for a code that gives you 3 months of full Pro free. How it works, who is eligible and what happens after: Road to 50.
Set a spending limit on any category — one figure, or a different amount for each month of the year. Refunds go back into the category's budget.
Unused budget carries into the next period — and so does overspending, if you go over.
Encrypted cloud backup that syncs your data across devices — never lose a transaction again.
Sign in at web.pocketclear.app to review, filter and export everything you've synced, on a full-size screen.
Link with a partner to see combined transactions, shared totals, and individual breakdowns.
See every amount in a second currency — ideal for living abroad or tracking travel spending.
Enter expenses in your travel currency; amounts save automatically in your home currency.
Download your transactions as CSV or PDF with full date range and field control. The PDF adds a spending-by-category table with subcategories.
Auto-log repeating expenses like rent, subscriptions, and salary on a set schedule — fill in the past months for a rule you set up late, and see what pauses when Pro ends.
Set savings targets, track contributions, and watch your progress toward each goal. Drag your goals into the order you want.
Get push notifications for specific upcoming transactions so you never forget a payment.
Organize transactions by trip, group, or event — then filter and analyze by tag.
Record money moving between your own accounts without affecting your income or expense totals.
Track who a transaction was with, with autocomplete plus rename, merge, and delete.
Attach a photo of the receipt to a transaction — saved on your device first, backed up privately.
Share costs with friends or flatmates. Add people who do not have the app yet — needs Pro with Cloud Sync on.
On-Device AI
Wealth (Beta)
Can't find what you're looking for? Email us at [email protected]