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Accessing Reports on the PocketPlan Mobile App (Complete Guide)
How to View Financial Reports in the PocketPlan Mobile App
PocketPlan is built to give users real-time clarity through powerful visual financial reports. The mobile app places key projections and insights front-and-center so you can monitor your retirement plan, net worth, and spending anytime, anywhere.
If you’re wondering how to access reports in PocketPlan, this guide walks you through every step.
Navigate from the Home Dashboard
After logging into the PocketPlan mobile app, you land on the Home Dashboard, which provides a quick financial snapshot.
1. Overview Screen
The main dashboard displays:
Your Retirement Score
A summary of your total assets
Real-time financial status updates
This overview acts as your high-level financial health indicator.
2. Locate the Reports Section
To access detailed reports:
Look for the bottom navigation bar or top menu icon.
Tap the tab labeled:
Reports
Projections
Forecasts
The icon is typically represented by a graph or chart symbol.
This section contains all interactive financial insights.
Key Financial Reports Available on Mobile
Inside the Reports section, you’ll find dynamic and interactive visual reports.
Retirement Projection Report
The Retirement Projection visualizes advanced Monte Carlo simulations.
What you’ll see:
A timeline graph of portfolio balance over time
Three projected outcome lines:
Median Scenario
Optimistic Scenario
Pessimistic Scenario
This helps you understand probability-based retirement outcomes and long-term sustainability.
Net Worth History Report
Track your total financial growth over time.
This report displays:
Assets minus liabilities
Monthly, quarterly, or yearly tracking
Historical trend visualization
It helps you monitor long-term wealth building.
Spending & Income Report
This interactive breakdown shows:
Categorized spending (via pie charts or bar graphs)
Income sources and distribution
Cash flow patterns
It provides insight into budgeting efficiency and financial discipline.
Pro Tip: Rotate for Better Visualization
For complex visual reports like Retirement Projections:
Rotate your phone to landscape mode
This expands the chart view
Improves readability and data clarity
The app automatically optimizes the graph display for wider screens.
Frequently Asked Questions
How do I access reports in PocketPlan?
Open the app, go to the main dashboard, and tap the Reports, Projections, or Forecasts tab in the navigation menu.
Where can I see my retirement forecast in PocketPlan?
In the Reports section, select Retirement Projection to view Monte Carlo simulation results.
Can I track net worth in PocketPlan?
Yes. The Net Worth History report shows assets minus liabilities over time.
Does PocketPlan show spending breakdown?
Yes. The Spending & Income report provides categorized charts of income sources and expenses.
