Skip to content
Helpdox
Pocket Budget

Documentation

Browse all docs →
Search docs…⌘K
Open a ticket
Feedback

Set up Pocket Budget in five minutes

Create your account, link a bank and get a first budget built from your real spending.

2 min read

On this page

Create your account, link a bank and get a first budget built from your real spending. Follow the steps below — it takes just a few minutes.

Before you begin#

  • Pocket Budget 6.0 or newer
  • iOS 17+ or Android 12+

Steps#

  1. Download the app#

    Get Pocket Budget from the App Store or Google Play.

  2. Create your account#

    Sign up with email or Sign in with Apple or Google.

  3. Link a bank#

    Tap Accounts → Add account and search for your bank.

  4. Review your first budget#

    We suggest amounts from the last 90 days — adjust any category.

Tip

You can use Pocket Budget without linking a bank by adding transactions yourself.

Still stuck?#

In the app, tap Settings → Help → Send diagnostics before you contact us — it attaches your app version and device.

Was this article helpful?

Related articles