Adding Financial Accounts

How to Add Financial Accounts to Pocket Plan: Securely Track Your Finances

Managing your finances in Pocket Plan is easy, secure, and flexible! Whether you’re connecting your bank accounts for real-time updates or manually adding assets like real estate, Pocket Plan gives you full control while keeping your data protected with bank-level encryption and multi-factor authentication (MFA).

Step 1: Connecting Dynamic Accounts with Plaid

For seamless tracking, Pocket Plan integrates with Plaid, a secure platform that connects directly to your bank, credit card, and investment accounts. Here’s how to link your accounts:

1. Go to “Financial Info” in your Pocket Plan dashboard.
2. Select “Add Account” and choose “Connect with Plaid.”
3. Enter your phone number to receive a verification link.
4. Sign in to your financial institution securely through Plaid.
5. Approve the connection, and voilà! Your balances and transactions will now update automatically.

💡 Pro Tip: Start by adding your checking account, credit cards, and investment accounts to get the full picture of your finances.

Step 2: Adding Static Accounts Manually

Got assets like real estate, vehicles, or collectibles that aren’t tied to a bank? No problem! You can manually add them as static accounts.

1. Click “Add Account” and select “Enter Manually.”
2. Name your asset (e.g., “Beach House” or “Classic Car”).
3. Choose the account type (Property, Investment, Other Assets).
4. Enter details like value and purchase date.
5. Hit “Done,” and your asset is now part of your net worth!

💡 Fun Fact: You can update your static account values anytime—like adjusting your home’s worth after an appraisal!

Security First: Your Data is Always Protected

Pocket Plan takes security seriously!
✅ End-to-end encryption protects your financial information.
✅ Multi-factor authentication (MFA) ensures only you can access your data.
✅ Read-only financial connections mean no one (not even Pocket Plan) can move your money.

Now you’re all set to track your finances like a pro! Have more questions? Explore the Pocket Plan Knowledge Base or contact our support team. 🚀