How It Works

Take control of your money

CashPocket helps you plan monthly budgets, track spending by category, save toward goals, and manage loans — all in one place on web and mobile.

1. Set your monthly budget

Enter your expected income for the month or save a monthly template that rolls forward. Allocate amounts to expense categories, savings goals, and loan payments so every rupee has a job.

2. Track expenses

Add spending under each category. Mark categories as fixed or recurring for better projections. Your dashboard shows total balance, this month’s income, and expenses at a glance.

3. Bonuses & extra income

Record bonuses or side income with date and description. They count toward your monthly available funds and lifetime balance.

4. Savings & emergency fund

Create savings goals with a target amount and monthly contribution. Set up an emergency fund with optional auto-deduct from your budget. Deposit and withdraw with notes, just like the web app.

5. Loans & debt

Add loans with lender, rate, and term. Log repayments by date (or month/day/year on mobile). View debt clearance projections and analytics charts aligned with the website.

6. Reports & financial health

Use analytics for expense distribution, budget vs actual spending, monthly trends, and financial health score — the same insights available on the web reports section.

7. Subscription

Choose monthly, yearly, or lifetime plans. Lifetime access does not require renewal. Manage or renew your plan from the app when your subscription ends.

Questions? Open a support ticket from your account or email contact@cashpocket.app.