Optimize every transaction with Smart PocketsPocketsPockets

Monitor your transactions, track liabilities, and identify recurring payments with enriched data and real-time updates powered by Plaid.

SmartPockets/Cards

My Cards

Manage your credit cards and track spending

Total Balance

$22,997.37

Active Cards

12

Due This Month

11

High Utilization

1

AMEX

American Express

American Expres...

•••• •••• •••• 1007

Balance

$0

0%

AMEX

American Express

American Expres...

•••• •••• •••• 1005

Balance

$1,073.38

0%

MC

Capital One

Capital One Qui...

•••• •••• •••• 2462

Balance

$0

0%

VISA

Chase

Chase Amazon Pr...

•••• •••• •••• 0972

Balance

$1,746.25

23.5%

VISA

Chase

Chase Ink Busin...

•••• •••• •••• 8346

Balance

$204.01

3.5%

VISA

Chase

Chase Slate Edg...

•••• •••• •••• 0880

Balance

$5,457.6

76.2%

VISA

Citi

Citi Best Buy V...

•••• •••• •••• 4964

Balance

$6,332.07

88%

MC

Citi

Citi Diamond Pr...

•••• •••• •••• 3788

Balance

$0

0%

MC

Citi

Citi Simplicity

•••• •••• •••• 8399

Balance

$606.28

0%

MC

Goldman Sachs

Goldman Sachs A...

•••• •••• •••• 9989

Balance

$1,486.24

42.5%

CARD

Synchrony

Synchrony Amazo...

•••• •••• •••• 3174

Balance

$0

0%

VISA

Wells Fargo

Wells Fargo Ref...

•••• •••• •••• 1258

Balance

$6,091.54

52.9%

Recent Activity

Chase Amazon Prime Visa

Payment processed

$125.00

2 hours ago

American Express Blue

Purchase at Target

$89.43

1 day ago

Citi Best Buy Visa

Purchase at Best Buy

$299.99

2 days ago

Wells Fargo Reflect

Payment processed

$200.00

3 days ago

Chase Slate Edge

Purchase at Costco

$156.78

4 days ago

Capital One Quicksilver

Purchase at Shell

$45.32

5 days ago

Citi Diamond Preferred

Payment processed

$300.00

1 week ago

Synchrony Amazon Store

Purchase at Amazon

$67.89

1 week ago

Transaction Intelligence Powered by Plaid

Enhanced transaction data, liability tracking, and recurring payment detection—all with bank-level security.

💳 Card payment detected

📊 Categorizing: Groceries

✅ Budget updated

SP

monthly report ready ✨

Transaction Enrichment

Get detailed merchant information, logos, and accurate categorization for every transaction using Plaid Enrich.

Liability Monitoring

Track all your credit cards, loans, and debts with real-time balance updates and payment information.

Dashboard

Recurring Transaction Detection

Automatically identify subscriptions and recurring payments to help you manage your regular expenses.

Real-Time Transaction Updates

Get instant updates when new transactions occur with Plaid's Transaction Refresh for always-current data.

Dashboard

SmartPockets for everyone

From basic transaction tracking to comprehensive liability monitoring—powered by Plaid's secure infrastructure.

Essential

$
5
/month
Track up to 3 accounts
Basic transaction history (90 days)
Standard transaction categorization
Monthly transaction summaries
Mobile app access

Complete

Most Popular
$
10
/month
Unlimited accounts & liabilities
Enhanced transaction data with logos
Recurring transaction detection
Real-time transaction refresh
Full transaction history (2+ years)
Everything in Essential Plan

Business

$
20
/month
Unlimited profiles (Personal, Business, Spouse)
Separate tracking for multiple businesses
Advanced expense categorization & reporting
Tax-ready transaction exports
Dedicated business insights & analytics
Everything in Essential Plan
Everything in Complete Plan