Pockets by Hoopy

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Pockets by Hoopy

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Pockets by Hoopy is currently in pre-production. Some features are restricted, the user interface and experience may both change, and you may run into bugs.

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Pockets by Hoopy

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Pockets by Hoopy

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Pockets

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Where did my money go?

Last 30 days

$0.00

Transactions

Filter

Account

Account type

Transaction type

Profile

Funding

Accounts

Checking

Savings

Credit Cards

Other

Connections

User Profile

Name

—

Settings

Notifications

Push alerts for new transactions and pocket reminders.

Merchant Rules

Edit how transactions are named.

Merchant Rules

Edit how transactions are named.

Manage Global Rules

Edit or delete rows in the shared rule library.

Dev Tools

Enable Dev Tools Options

Show debug-only UI elsewhere in the app (menu items, in-place editors, "Save as global rule" toggle).

"Where did my money go?" chart

Show the last-30-days spend donut at the top of the Transactions page.

Preview as Premium

Flip your is_premium flag.

Plaid Access Requests

Review pending requests.

Paid API Dashboard

Per-provider call counts + cost.

Balance Divergences

Where our calc disagreed with the bank's live balance.

View Pocket Recommendations as New User

Scan your full history as if you had no pockets and no dismissals.

Reset Dismissed Pocket Recommendations

Bring back recommendations you'd dismissed.

Re-run Auto-Match (Resweep)

Re-parse + re-match existing transactions after a matcher/rule change. Pick a user, or resweep all.

Replay Welcome Screen

Re-run the onboarding flow.

Reset Account

Wipe a user's pockets, cycles, funding history + re-arm onboarding. Keeps accounts + transactions.

Disconnect Bank

This will revoke access to and remove it from your connections.

Keep transaction history

Transactions and account data remain in Pockets by Hoopy

Premium feature

Premium isn't available yet — we'll let you know when it is.

Just refreshed

To help avoid your bank flagging the activity as suspicious, we limit account refreshes to no more than one every 2 minutes.

You can refresh this account again in --.

Change Password

Current Password

New Password

Confirm Password

Edit Name

First Name

Last Name

Edit Email

Changing your email address will also change your login. Please be sure you've typed your email address correctly before proceeding.

Delete Account

This cannot be undone. Your account, connected banks, pockets, and transaction history will be permanently deleted. Connected banks will be disconnected from Pockets by Hoopy.

Type DELETE to confirm

Edit Transaction Name

Transaction Name

Apply To

Overwrite existing custom names

Replace per-transaction renames you've set previously.

Match by amount

Only rename transactions with this exact amount.

Make global rule

Add to the shared library for every user (admin). Match-by-amount doesn't apply to global rules.

Edit Account Name

Account Name

Delete pocket

has 0 linked transactions. Pick what to do with them.

Auto-fund breakdown

Recommended Pockets

Recurring transactions we noticed in your history that don't have a pocket yet. Accept creates the pocket as-is; Review opens the editor so you can tweak before saving.

No suggestions right now — we'll watch your transaction history and surface patterns as they emerge.

Link transactions

Unlinked transactions that look like they belong to this pocket. Accept links the transaction (no balance change). Dismiss hides it from this list.

No more recommendations.

Import Transactions

Upload a CSV exported from your bank. Most banks let you download transactions from Account → Statements or Activity → Export. We'll auto-detect the columns; you can adjust before importing.

CSV file

Column mapping

Required: amount, date. Map any column to (skip) to ignore it.

Invert amount signs (use for credit-card CSVs where charges are positive)

Skip transactions on or after

Default = your oldest existing transaction on this account, so the import doesn't duplicate already-synced data. Clear it to import everything.

Preview (first 3 rows)

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Create account

Reset password

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Pockets

Transactions

Filter

Profile

Disconnect Bank

Premium feature

Just refreshed

Change Password

Edit Name

Edit Email

Delete Account

Edit Transaction Name

Edit Account Name

Delete pocket

Auto-fund breakdown

Recommended Pockets

Link transactions

Import Transactions

New Pocket

Linked Transactions

Add Funds

Category

Transaction

Select Pocket

Funding Schedules

Funding History

Unlink Transaction?

Link Transactions

Link Payment Pocket

Fund Pockets

Catch Up Pockets

Clear All Pockets?

Couldn't find your bank?

Plaid access requests

Reset Account

Resweep

Paid API Dashboard

Balance Divergences

Notifications

Merchant Rules

Deleted Rules

Edit Rule

Action restricted

What is Good to Go?

Discard changes?