Free Feature

Manage Payment Types

Payment types let you track how you paid for something — Cash, Credit Card, Debit Card, UPI, Bank Transfer, or any custom method you define. This is separate from the category (which tracks what you spent on) and gives you an extra layer of insight into your money flow. Payment types can be assigned to both expense and income transactions.

Pocket Clear comes with a few common payment types pre-loaded: Cash, Card, and UPI. You can add as many custom payment types as you need — for example, specific credit cards by name, digital wallets, or work expense accounts. Payment types appear as a picker when you log a new transaction.

Knowing which payment method you used most often can reveal patterns — like relying too heavily on credit cards or forgetting to track cash spending. Over time, this data becomes genuinely useful for understanding your money flow.

How to manage payment types

Open Pocket Clear and tap Settings (gear icon).
Tap Manage Payment Types.
To add a new payment type, tap the "+" button and enter a name (e.g., "Amex Gold" or "Venmo").
To edit a payment type, tap on it to rename.
To delete, swipe left and confirm. Transactions that used this payment type will still exist but will show no payment method.

Add Payment Type sheet with the name "Amazon Pay" typed into the name field.

Add Expense screen with the Payment Type chip row showing Amazon Pay alongside Cash, Card, and UPI.

Manage Payment Types screen showing the list of payment methods (Cash, Card, UPI, Cheque) with the add button in the top-right corner.

Payment method breakdown in Reports

The Reports screen shows a per-payment-method breakdown for the selected period: money in, money out, and the net for each method. Transactions that have no payment method assigned — or that belong to your partner's methods only — are grouped under Unassigned so the totals always add up to your full period activity.

Tips

Keep your payment types simple — most people need 3-5 at most.
Payment type is optional on each transaction. If you skip it, the transaction is still recorded normally.
You can filter your transaction history by payment type to see, for example, all cash purchases this month.
Assigning a payment type to income (salary, freelance payments, etc.) helps the Reports breakdown show a complete money-in picture per method.

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