Pocketnest

It’s rare to find an app that is both comprehensive and easy to use, and especially for finance. Usually finance apps just cover a slice, like budgeting, or expenses & income, etc. Pocketnest not only covers those, but also connects it to assets & debt, net wealth, and even areas I forget to think about like tax and estate planning. Impressively it pulls this off with a simple user interface.

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I’d like to be able to change the classification of accounts from “other” to life insurance or investments. And link a debt to an asset, such as a mortgage to a house for valuation purposes. Is not recognizing the life insurance I entered as being owned ~ says “I don’t know”

As you’re going through the steps in the app the voice of the app is that of a helpful friend and someone who I trust. It is an effective tool for financial management and future planning!

Pocketnest app is easy to use and straightforward. Personal finances can be a tough area of your life to confront. Pocketnest can help you get started.

Great easy app to follow. One click moves to next item. Very straight forward and organized.

Straight forward and helpful forum to make financial planning of all sorts messy to understand and not scary to undertake.