Support

How do I connect my bank account?

On the Accounts page, click "Connect bank." We use Plaid - a trusted bank connection service used by thousands of apps - to securely link your account in read-only mode.

How much does Pocket Check cost?

Pocket Check is $7 per month or $59 per year (about 30% off the monthly rate). Every account starts with a 30-day free trial - no credit card required to try it. After the trial, choose to subscribe or keep using the free Retirement Planner.

What's the free trial like?

You get full access to everything for 30 days: bank connections, AI coach, budgets, bills, cash flow charts, transaction history. No credit card to start. We email a few days before it ends. If you don't subscribe, your data stays for 90 days in case you change your mind.

Is the Retirement Planner really free forever?

Yes. Try it at /retirement without even signing in. It runs a 5,000-path Monte Carlo simulation on your retirement portfolio and shows you the probability range. We're not paywalling it.

What banks are supported?

Pocket Check connects to thousands of banks in the US through Plaid, including major banks like Chase, Bank of America, Wells Fargo, Capital One, and most credit unions. If your bank isn't supported, you can still add an account manually and update the balance yourself.

Can Pocket Check see my bank password?

No. We never see or store your bank credentials. Plaid handles the secure connection directly with your bank.

Can Pocket Check move or transfer my money?

No. We have read-only access. We can see your balances and transactions, but we cannot move or transfer money in any way.

Where is my data stored?

Your account data, budget settings, bills, and transactions live in our secure Supabase database, protected by row-level security so only you can read your own records. Plaid access tokens are kept on our backend so we can refresh your transactions on a schedule. Your AI chat history is stored in your browser only.

Can I cancel anytime? Do you offer refunds?

Yes - cancel any time from Settings -> Manage billing. Cancelling stops the next charge; you keep access through the end of the current period. We also offer a full refund within 14 days of your first paid charge, no questions asked. See the Refund Policy for details.

What happens to my data if I cancel or my trial expires?

Your data stays in your account for 90 days after access ends in case you come back. You can browse what's there in read-only mode. After 90 days, we permanently delete it.

How does the AI financial coach work?

When you ask a question, we send your financial summary (balances, spending, upcoming bills) along with your question to Claude AI by Anthropic. The AI uses this context to give you personalized, relevant advice.

How do I reset my budget?

Go to Settings -> "Clear All Data" to reset everything. This removes your bills, income sources, budgets, goals, and disconnects your bank.

My transactions aren't showing. What should I try?

Try tapping "Sync" on the Transactions or Accounts page. If that doesn't work, try disconnecting and reconnecting your bank in Settings. If problems persist, email us.