Use this checklist while you build a plan. Each step maps to a screen or tab inside MyPocketPlan.
You can read this tutorial without signing in. Creating or saving a plan requires an account.
1. Create an account (optional to read)
Sign up with Google or email, or sign in if you already have a plan. Guest reading of public help pages does not need a login.
2. Set current cash
Open Plan → Cash. Enter today's balance and balance date, then save. Total cash on the timeline should match this amount at the start.
3. Add an income
Plan → Entries → New entry → Income. Pick once or recurring, amount, and schedule. Free allows one income; Pro allows unlimited.
4. Add an expense
Add a bill or subscription as an expense with its due date or recurrence. Free allows one expense; Pro allows unlimited.
5. Use recurrence wisely
Daily, weekly, monthly, quarterly, and yearly cadences expand until your plan horizon. Use end dates when a subscription stops.
6. Read the timeline
Scroll the event list or drag the scrubber. Watch Economy vs pockets update and note cash after each movement.
7. Pie and hero metrics
Open the pie chart for pocket mix at the scrubbed date. In Settings, choose which metrics appear as the sticky hero (including Safe to Spend when eligible).
8. Understand put-aside
Allocation funds by due date first, then smallest remaining need, then stable entry id. You do not move money manually for each bill.
9. Shortfalls (Pro)
Upgrade to Pro to see shortfall labels and jump to the first negative date. Free still simulates but hides shortfall UI and alerts.
10. Past history on the timeline
Scroll back to see earlier income and expenses in a dimmed state. Edit entries anytime — there is no separate settlement ledger.
11. Notifications and push (Pro)
Open Notifications to enable in-app feed and optional push. Pro required; Free has no alert features.
12. Install the app
Install the PWA from the browser prompt or install guide for home-screen access and push on supported devices.
We will not show this again for a while. You can still open Install from the menu anytime.
13. Manage Pro billing
Open Account from the app header. There you can view your current plan, upgrade for €1.99/month or €10.99/year, and use Manage billing for an existing paid subscription. The first checkout includes a 14-day trial.
14. Restart the in-app tour
From Help, reopen the product tour to revisit the pie, timeline, and Plan editor spotlights.