Pro Feature

Budgets

Budgets let you set spending limits — either for individual categories (like Food or Entertainment) or as an overall total across all categories. Pocket Clear tracks your spending against these limits in real time and shows your progress as a visual bar on the Home screen.

Each budget follows your budget period setting. If your budget period is monthly, a budget of $500 for Food means you have $500 to spend on food each month. When the period resets, your budget progress resets automatically.

When you hit 80% of a budget limit, the progress bar turns amber as a visual warning. At 100%, it turns red. This gives you a clear, at-a-glance signal without being intrusive — no pop-ups or annoying alerts, just a color change you can act on or ignore.

How to set up a budget

1. Open Pocket Clear and go to the Budgets tab.
2. Tap Add Budget.
3. Choose whether this is an Overall budget or a Category budget.
4. If category, select which category to track.
5. Enter your spending limit amount.
6. Tap Save. Your budget will appear on the Budgets tab with a progress bar.

Managing budgets

• Tap any budget to edit its limit or delete it.
• You can have one overall budget and multiple category budgets active at the same time.
• Budget progress is calculated using transactions within the current budget period only.
• If you use Partner Mode, budgets apply to your combined spending when viewing the "Combined" filter.