Pro — free for everyone until 31 December 2026

On-Device AI

The On-Device AI tab does two things on your phone: Capture turns a bank message, a receipt photo, a card email, or a sentence you type into a logged expense, and Ask answers questions about what you've already logged. Share something to Pocket Clear, paste it, snap a photo, or say it out loud, and Capture reads it on your phone and either logs it or hands you a card to confirm.

The On-Device AI tab with the Beta pill and the On-Device AI switch turned on, the “Log expenses without typing” card offering Share, Siri and Paste or scan, the Ask box, and the four-step setup checklist.

Turn it on

On-Device AI is a beta you switch on yourself: open the On-Device AI tab, read what it does, and tap Enable On-Device AI. The same toggle at the top of the tab turns it off again — nothing you've logged is removed. Until it's on, sharing to Pocket Clear and the Siri phrase will ask you to enable it first.

What it reads

Capture is built for the kind of text and photos a bank or a shop actually sends you:

Three ways in

All three land in the same place — a confirm card or an instant save with Undo.

The Quick Log sheet with a typed expense in the text field, and Paste, Scan and Choose Photo buttons above the Read it button.

What happens after

When Capture is confident it has read a message correctly, it saves the expense immediately and shows a 5-second Undo toast at the bottom of the screen — tap Undo and it's gone, do nothing and it stays. Anything Capture isn't sure about — an unclear amount, an unfamiliar format — stops on a card for you to confirm or edit before it saves anything.

If a capture looks like something you've already logged, Pocket Clear flags it as a possible duplicate rather than saving it twice.

Every transaction Capture created shows "captured from …" in Edit, so you can always see where it came from. It can be edited or deleted like any other transaction.

Ask about your spending

Type a question in the Ask box on the On-Device AI tab — or tap one of the suggestions — and Pocket Clear answers from your own ledger, on your phone. Nothing you ask, and nothing it answers, leaves the device.

Questions it answers exactly, with the numbers taken straight from your transactions:

"This month" follows your budget start day, the same way Home does; a named month is the calendar month. If you use a word that isn't one of your categories or payees, Ask searches your transaction notes for it instead — except in budget questions, where it tells you it couldn't find the budget and shows all of them.

Open-ended questions — "Where can I cut back?" — are different: the on-device model writes a short answer from a summary of your last six months. Every number it uses is checked against that summary before you see it, and the answer is marked as AI-generated. If it can't answer from your data, it says so. These questions need on-device AI on your phone (iPhone with Apple Intelligence, or a Pixel or Galaxy with Gemini Nano); the exact questions above work on every phone.

With a partner linked, answers cover your own transactions unless you switch to Ours above the box. Tap See transactions under any answer to open the rows behind it. Ask never edits anything.

On iPhone you can also ask Siri: "Ask Pocket Clear about my spending", then say the question.

How it decides the category

Capture picks a category in this order: first, your own history — if you've filed a merchant before, it uses that category again. Second, a built-in list of well-known merchants. Third, the on-device model, when one is available on your phone. Whatever it picks, you can always change it — Capture never locks a category in.

Privacy

Capture reads the text or photo on your device using Apple's on-device model on iPhone and Google's on-device model on Android. Nothing you share is uploaded to Pocket Clear or to any AI company. Only the expense you confirm is saved — and it leaves your phone only if you have cloud sync turned on.

A share or paste you don't confirm isn't kept: an unconfirmed draft is discarded within a day.

Set it up

A few small setup steps make Capture faster to reach next time.

  1. Add it to your Home Screen. Add the Pocket Clear widget or shortcut to your phone's Home Screen so Quick Log is one tap away, without opening the app first.
  2. Add it to Control Center. On iPhone, add Pocket Clear's Capture control to Control Center for a swipe-down shortcut from anywhere, including the Lock Screen.
  3. Pin it in the share sheet. The first few times you share to Pocket Clear, iOS and Android tuck it into a "More" list — pin it to the visible row so it's one tap instead of two.
  4. Set up the Siri phrase. On iPhone, say "Log an expense in Pocket Clear" to Siri once so it's recognised as a shortcut going forward.
Plain-English questions, answered from your own ledger on your phone.
“How much on food this month?” — or tap one of the suggested questions.
Siri, share sheet, paste or scan, shortcut — ticked as you use each one.
Added Quick Log to Control Center or your Home Screen? Mark it done.
On-Device AI is a beta you switch on yourself — read what it does first.
Enable it here; the same switch at the top turns it off again.
Beside Money Out — paste, type or scan an expense.
A bank message, a receipt photo, or just a line of text.

Requirements

Free until 31 December 2026

Capture is a Pro feature, and it's free for everyone until 31 December 2026. After that date it becomes part of Pro — anything you've already captured stays exactly as it is.

Still need help? Email us at [email protected]