Pocket SyncImport bank statements from CSV or Excel
Pocket Sync does not connect to your bank. Instead, you bring your transactions in by importing statements from CSV or Excel files, and you can export your data to CSV, XLSX or PDF.
Why there is no bank connection
Pocket Sync keeps your financial data in a local database on your device, with no account and no cloud sync. Importing a file means you decide what goes into the app.
Import and export
Import statements from CSV or Excel files. Export your data to CSV, XLSX or PDF, and get automatic weekly or monthly PDF reports.
Backup and restore
Back up and restore manually, or enable a daily automatic backup to a folder you choose. Optional database encryption uses a recovery password that cannot be reset if lost.
After the import
The app suggests categories based on keywords and your past entries, and you can follow budgets with per-category limits and interactive reports.
Frequently asked questions
Can Pocket Sync connect to my bank?
No. There is no bank connection or cloud sync. You can import statements from CSV or Excel files and export your data to CSV, XLSX or PDF.
How do I back up my data?
You can back up and restore manually, or enable a daily automatic backup to a folder you choose. Optional database encryption uses a recovery password that cannot be reset if lost.
Does Pocket Sync need an account?
No. Pocket Sync has no sign-up or sign-in. You can start tracking right away.