YOUR PERSONAL FINANCIAL PLANNING DASHBOARD
Plan your finances.
Track your growth. Build better money habits.
Pocket & Profit is your personal financial planning dashboard—bringing your money, goals, and progress together in one place.
Build a consistent money habit with simple weekly, biweekly, or monthly check-ins. Track your spending, investments, assets, debt, and net worth over time, see how your finances are changing, and plan your next steps. No bank connection required.
Transactions free for everyoneNo bank credentialsAdvanced tools: 30-day trialExport your data
SEE THE PRODUCT
Open the live demo →One place to see what your money is doing.
Track net worth, investments, debt, goals, contributions, and FIRE progress without connecting your bank accounts.
Live demo data · Overview
YOUR FINANCIAL OVERVIEW
Last check-in · Nov 1Here’s where you stand.
See what changed and what deserves your attention next.
$72,000.00of $100,000.00
72% complete · $28,000.00 to go
NET WORTH CONTEXT$276,500.00+$3,100.00
$28,000.00 remains to reach this goal.
Review goalView detailed charts →Monthly salary +$6,200.00 · Mortgage payment −$1,987.00 · Groceries −$650.00
Set retirement spending in Projection to calculate FI/FIRE targets. Demo assumption: $1,000.00/month · 7% annual return.
READY TO USE YOUR OWN NUMBERS?
Create your financial workspace in one step.
Continue with Google to create your private workspace. No credit card is required to create the account, and you can review the trial details before starting a subscription.
Transactions are free to use · no bank connection or credit card needed to create an account
By continuing, you agree to our Terms of Use and acknowledge our Privacy Policy.
BUILT FOR FINANCIAL PRIVACY + CONTROL
Your financial routine without handing over your banking credentials.
Pocket & Profit is designed around deliberate check-ins. You choose what to enter, when to update it, and when to export or remove your data.
Pocket & Profit does not require your bank or brokerage login credentials.
Your workspace is tied to your authenticated account rather than a public profile.
Download your workspace data when you want a copy outside Pocket & Profit.
Subscription checkout and billing management use Stripe's secure billing flow.
WHAT YOU GET
A financial plan you can follow—and progress you can actually see.
Track the numbers that matter, review your growth over time, and build a consistent financial check-in habit—all in one dashboard without linking your bank accounts.
See the direction of your wealth.
Bring investments, cash, property, crypto, and debt into one view and follow the trend over time.
See net-worth tracking ↗Know what changed since your last check-in.
Track goal progress, contributions, debt payoff, cash flow, and the next number that deserves attention.
See goals and debt ↗Connect today's balances to long-term plans.
Use your financial records and assumptions to see projections, FI/FIRE targets, and progress over time.
See FIRE progress ↗BUILD A CONSISTENT FINANCIAL HABIT
Small, regular check-ins help you see the bigger picture.
Pocket & Profit is built for financial planning, not constant account monitoring. Check in on your own schedule, update the numbers that matter, and use your history to see what's improving and where to focus next.
01 / CHECK INUse a rhythm you can keep.
Weekly, biweekly, or monthly—consistency matters more than checking constantly.
02 / UPDATERefresh only what changed.
Update balances, contributions, debt, goals, income, and expenses. Pocket & Profit handles the math.
03 / ACTDecide what deserves attention next.
Use trends, goals, debt, and FIRE progress to make the next decision more intentional.
30 days free. Then $3.99/month equivalent.
$47.88/year
Advanced planning tools · billed annually after the trial · 6-month option also available
Transactions are free for everyone. Track income and expenses without a paid subscription. A plan unlocks the full financial planning workspace.
- Full financial workspace
- Net worth, spending, investments, debt, goals, FIRE, charts, and exports
- No bank connection required
- Manage recurring billing through Stripe
FREE INVESTMENT CALCULATOR
See what consistent investing could grow into.
Adjust your starting balance, monthly contribution, expected return, and time horizon. The estimate updates instantly—no sign-in, bank connection, or saved data required.
Free to useNo account neededNo data saved
PROJECTED VALUE$292,465after 20 years
Total contributed$130,000
Estimated growth$162,465
Goal timingNot reached within 20 years
Projected growthMonthly contributions · monthly compounding
Today20 years
Illustrative estimate only. Actual investment returns vary, may be negative, and are not guaranteed. This calculator does not include taxes, fees, or inflation and is not investment advice.
Planning is useful. Tracking your real progress is better.Pocket & Profit helps you compare projections with your actual investments, net worth, goals, and FIRE progress.
See Pocket & Profit in action →Questions people usually ask before signing up.
Do I have to connect my bank?
No. Pocket & Profit is manual-first and does not require bank or brokerage login credentials.
Can I try it before creating an account?
Yes. The live demo lets you explore the workspace with sample financial data before you sign in.
Can I track investments, debt, and crypto together?
Yes. Pocket & Profit is built around your broader financial picture, including assets, liabilities, net worth, goals, projections, crypto records, and manual income and expense tracking.
What is FIRE tracking?
FIRE means Financial Independence, Retire Early. Pocket & Profit uses your records and planning assumptions to help you see progress toward a financial-independence target. It is a planning aid, not a guarantee.
What happens after the 30-day trial?
If you start a qualifying Stripe subscription and do not cancel before the trial ends, it renews using the billing option you selected at checkout. You can manage recurring billing through Pocket & Profit billing settings.
Make financial planning a habit—and see how far you've come.
Bring your spending, investments, assets, debt, net worth, and goals together. Build a consistent check-in habit and follow your financial progress over time—without connecting your bank accounts.
Live demo first30-day free trialNo bank connections