Pockets by Hoopy

Sign in

Forgot password?

No account? Create one

Pockets by Hoopy

Create account

I agree to the Terms of Service and Privacy Policy.

Have an account? Sign in

Pockets by Hoopy

Reset password

Enter your email and we'll send you a link to reset your password.

Back to sign in

Pockets by Hoopy

Choose a new password

Good to Go

Offline

Pockets

Group by

Sort by

Reorder

Spending Insights Premium

Loading categories…

Last 30 days

$0.00

No matching transactions

Transactions

Group by

Sort by

Funds

Funding

Accounts

Checking

Cash

Savings

Credit CardsPremium

Other

Profile

User Profile

—

Name

—

Manage Premium

Plan, renewal date, and cancellation.

Preferences

Notifications

Manage transaction and pocket notifications.

Manage Categories

Reorder, rename, hide, or add categories.

Manage Rules

Edit how transactions are named.

Number Format

Following your device.

Tutorial

Replay the setup tips — how Good to Go, Pockets, and Catch Up work.

Feedback

Send Feedback

Report a bug, request a feature, ask a question, or tell us what you think.

Dev Tools

Auto-fund, onboarding replay, admin views, paid API usage.

Disconnect Bank

This will revoke access to , remove it from your connections, and delete its transaction history.

Pockets Premium

Forecasting that tells the truth about all your money.

✓
Connect every accountUnlimited banks and credit cards, not just one — so Good to Go reflects all of it.
✓
Credit-card integrationEvery charge sets aside money to pay it off, so the bill is funded the moment it's due.
✓
Unlimited funding schedulesEvery paycheck and income source, split across your pockets automatically.
✓
Live data on demandRefresh balances and transactions the moment you want them.
✓
Spending insightsWhat each category and spending fund actually costs you per paycheck, averaged over time.

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 --.

About Refresh Account

Every refresh pulls your current bank balance, live. Your recent transactions come along too — but some banks share those more slowly than the balance, even on a live refresh.

So if a recent purchase isn't listed yet, don't panic! Your balance already reflects it, so your Good to Go stays accurate. The transaction will appear once your bank releases it.

Some banks — including USAA and Capital One — don't share pending transactions with our data provider at all. Purchases from those accounts show up only once they post (usually a day or two), but your balance still updates right away — so refreshing won't pull a pending charge into the list no matter how many times you try.

If anything ever looks off, your bank's own app is the final word.

Don't show this again

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

Matching Transactions

⚠ This pattern no longer matches this transaction. It won't be renamed by the rule.

Rows whose bank text fits this pattern get renamed. Use * for the parts that change (store numbers, dates).

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.

Global rule category

Applied to every transaction this rule matches, for every user.

Edit Account Name

Account Name

Set Credit Limit

This bank doesn't share your credit limit with us. Enter it here and we'll show your available credit (limit minus what you owe).

Credit limit

Add Manual Account

An account you keep up to date yourself. Pockets won't connect to your bank for it — you enter transactions by hand — but it counts toward Good to Go and funds your pockets just like a linked account.

Account name

Bank or institution (optional)

Type

Currency

Current balance

What's in the account right now. Transactions you add later will adjust it.

Credit limit (optional)

Used to show your available credit. Leave blank if you'd rather not track it.

Update Balance

New balance

Add Transaction

For a charge your bank already shows as pending that hasn't synced to Pockets yet. We'll match it to the real transaction when it posts.

Planning for a bill you haven't been charged for yet (like an upcoming ACH payment)? Set that money aside in a Pocket instead — a manual pending is only for charges your bank has already registered.

Account

Direction

Name

Amount

Date

Pocket

Advance Due Date

Update Balance

Enable to lower your available balance before your bank reflects this transaction. Disables automatically when your updated balance is reported by your bank.

Teach a new bank

Pockets can learn to read your bank's charge alerts so they turn into pending transactions automatically.

We look at the notifications on your phone right now — nothing is typed and nothing is stored. So first, make sure a recent charge/debit alert from your bank is showing in your notifications. If it isn't, make a small purchase (or come back right after your bank pings you), then scan.

No bank charge alerts found in your notifications right now. Come back right after your bank sends you a charge alert — or trigger a small purchase — then scan again.

Tap the notification that's your bank's charge/debit alert (skip refunds and deposits):

Tap the words in the alert that are the amount. Pick a field below, then tap its part of the message.

Your bank's alert

Bank name

Allow Pockets to read charge alerts

To turn your bank's charge alerts into pending transactions, Pockets needs Notification access.

On the next screen, find Pockets in the list and switch it on, then come back and try again. Pockets only reads the alert text on your device — nothing is stored or sent anywhere.

Match to posted transaction

Pick the real transaction this placeholder matches. Its pocket link moves to that transaction, and the placeholder is removed.

Delete pocket

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

Auto-fund breakdown

Filter

Account

Account type

Transaction type

Pocket

Chart options

Include Transactions Not in Pockets Disable to only show transactions that have been linked to a Pocket.

Group by Recommended Category When a transaction is not linked to a Pocket, categorize it using the recommended category.

Filter

Pocket type

Status

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.

Assign Pockets

Every Pocket is funded by every schedule unless you limit it. Spending Funds and Savings Goals are funded by one.

Funding Schedules

Link a transaction

Curious why this Pocket is past due?

With no previous purchases to teach us what belongs here, we couldn't link a transaction to this Pocket to advance its due date.

Pick the transaction this Pocket was expecting and we'll link it for you.

After the first one, we'll take it from there and advance this Pocket automatically.

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 Choose 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)

Sign in

Create account

Reset password

Choose a new password

Pockets

Transactions

Funds

Profile

Disconnect Bank

Pockets Premium

Just refreshed

About Refresh Account

Change Password

Edit Name

Edit Email

Delete Account

Edit Transaction Name

Edit Account Name

Set Credit Limit

Add Manual Account

Update Balance

Add Transaction

Teach a new bank

Allow Pockets to read charge alerts

Match to posted transaction

Delete pocket

Auto-fund breakdown

Filter

Chart options

Filter

Recommended Pockets

Link transactions

Assign Pockets

Funding Schedules

Link a transaction

Curious why this Pocket is past due?

Import Transactions

New Pocket

Send Feedback

Linked Transactions

Add Funds

Category

Transaction

Items

Select Pocket

Funding Schedules

Funding History

Pocket History

Unlink Transaction?

Link Transactions

Pocket Types

Your Budget

Spending Fund Pockets

Credit Card Pocket

Fund Pockets

Catch Up Pockets

Clear All Pockets?

Couldn't find your bank?

Which paycheck?

Account Activity

Send Email

Send Bulk Email

User

Onboarding Timeline

Paid API Dashboard

Notifications

Manage Categories

Set Up Funding

Connections

Dev Tools

How Pockets Works

Manage Premium

Premium ended

Manage Rules

Edit Rule

Action restricted

What is Good to Go?

Discard changes?

Before you get started

Are you sure?