With Pockets, you can create multiple customized pockets, each designated for different purposes—whether it's saving for a big purchase, managing 1099 payroll, or making sure you’re paying yourself.
To create a pocket, follow these steps:
On mobile, tap the three dot menu on Banking. On desktop, select the Primary or Taxes pocket
Select Create a pocket
Choose a name for your pocket. You can select one of our suggestions or choose your own.
Select a color and an icon to make it easier to identify your pocket. You’ll see these choices reflected within Activity and transaction details.
Select save to continue.
Set a deposit allocation if you’d like to divide your deposits across your pockets.
At this time, you can create up to eight (8) custom pockets. Pockets can’t be deleted, but you can rename a pocket anytime.
