# PocketBuddy

> Connect budgets, net worth, and financial goals in one workspace

PocketBuddy brings bank balances, transactions, investments, budgets, and savings goals into a personal finance workspace. Users can track net worth, review cash flow, and follow progress toward planned milestones. Flexible budgets include rollover support, while visual summaries help explain where money has moved across accounts.

AI assistants use that financial picture to discuss budgeting, retirement, and other planning questions, and suggest possible next steps. Bank connections run through Plaid with read-only access, so the service can organize information without moving money. A public demo lets people explore the interface using sample data before starting a trial. The current product runs on the web, with a native iPhone app still planned.

## Listing details

- Canonical BetaNeon page: https://betaneon.com/products/pocketbuddy
- Official website: https://pocketbuddy.org/
- Category: Finance / Budgeting & cash flow
- Status: Launched
- Topics: AI, Budgeting, Financial planning, Net worth, Personal finance
- Listing updated: 2026-11-05T11:35:35.600Z
- Information source: https://pocketbuddy.org/

This is a product introduction, not an endorsement. Confirm current availability, features, and prices on the official website. Community upvotes on BetaNeon are not star ratings.