Documentation
GuidesSimple step-by-step guides to help you get the most from Smart Pocket.
Subscription Plans and Account Upgrades
Explore Free, Personal, and Family plan features, and learn how to upgrade your Smart Pocket account.
Reports, Insights, and AI Assistant
Review your spending trends, compare monthly performance, and ask the Smart AI Assistant direct questions about your money.
Getting Started with Smart Pocket
Learn how to create your Smart Pocket account, complete the 5-step onboarding setup, and start tracking your money in minutes.
Dashboard Overview
Understand your home screen, monitor your total balance, review recent cash flow, and access quick actions.
Add Transactions with Smart AI
Add expenses and income hands-free in seconds by typing natural text, speaking voice notes, or uploading receipt photos.
Understanding Money In and Money Out
Learn how Money In (income) and Money Out (expenses) work together to give you a clear picture of your cash flow.
Managing Accounts and Transfers
Set up your bank accounts, cash wallets, and cards, and learn how to transfer money between them cleanly.
Setting Up Budgets and Pay Periods
Create spending caps for categories and align your budgets with your actual payday cycle.
Scheduled Payments, Subscriptions, and Bills & Reminders
Keep track of rent cheques, recurring utility bills, and streaming subscriptions with advance reminders.
Organizing with Tags and Categories
Use Categories for high-level budget structure and Tags for custom labels like trips, events, or work expenses.
Shared Money: Spaces, Reimbursements, and Beneficiaries
Manage family finances, shared household expenses, group trips, and track money you owe or are owed.
Savings Goals, Investments, and Financial Tools
Set savings milestones, log investment assets, and use the built-in Calculator and Exchange Rate tools.
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