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<h2>How to Create Pocket</h2>Pockets help you organize and manage your money with clarity and intention. Separate funds for bills, savings, daily needs, or personal goals, and even create shared pockets to manage money together with family, friends, or partners. Every pocket has a clear purpose, making your money easier to track and plan.1. Open the Pocket page and tap “Add Pocket” <img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_pocket_1_05ea915998/create_pocket_1_05ea915998.png" alt="create-pocket-1.png" width="392" height="360"> 2. Choose the type of pocket. Pick a Source of Fund pocket or a Purpose pocket. <img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_pocket_2_fd125e4f92/create_pocket_2_fd125e4f92.png" alt="create-pocket-2.png" width="392" height="360"> 3. Name your pocket and select your currency. <img class="image" style="aspect-ratio:392/360;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_Pocket_3_91f004f7fa/Create_Pocket_3_91f004f7fa.jpg" width="392" height="360">&nbsp; &nbsp; &nbsp;

How to Create Pocket

<h1>Edit pocket and set icon</h1>Easily update your pocket’s name, purpose, or financial settings to match your needs. Choose a custom icon to visually personalize your pocket, making it easier to identify at a glance.1.Open the selected pocket, tap the menu button at the top, and choose “Edit Pocket.”<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/1_ac35ce6be2/1_ac35ce6be2.png" width="392" height="360">2.You can update the pocket name, choose or change the icon, and for purpose pockets, you could set/extend the expiry period.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/2_7c8d2c1387/2_7c8d2c1387.png" width="392" height="360">&nbsp;

Edit pocket and set icon

<h1>Download pocket report as excel or csv</h1>Export your pocket’s full transaction history into Excel or CSV format for detailed review, backup, or financial reporting. Perfect for budgeting, audits, or sharing with your team or accountant.1.Open the pocket you want to export, tap the menu button at the top, and select “Pocket Report.”<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_1_13a74f101f/Download_Pocket_Report_1_13a74f101f.png" width="392" height="360">2.Tap “Request New Report”, choose the time period and file format (Excel or CSV), then tap Submit.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_2_8603dcb76a/Download_Pocket_Report_2_8603dcb76a.png" width="392" height="360">3.Once your report is ready, it will appear in the list. Tap the Download button to get the file.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_3_c7c7b1cd55/Download_Pocket_Report_3_c7c7b1cd55.png" width="392" height="360">4.Save the file to your phone or share it to your laptop for further use.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_4_cb84ac11c0/Download_Pocket_Report_4_cb84ac11c0.png" width="392" height="360">&nbsp;

Download pocket report as excel or csv

<h1>Set favorite pockets</h1>Favorite Pockets let you highlight the pockets you use most for faster access and better focus. By marking a pocket as a favorite, it will appear more prominently on your Overview page, making it easier to track important balances and transactions at a glance. This feature helps reduce clutter and keeps your priority pockets visible at all times. Whether it’s your daily spending, savings, or business pocket, Favorite Pockets make managing your money more efficient and personalized.<ol><li>Go to the “All” tab in the Wallet menu&nbsp;</li><li>Select the three-dot icon in the top-right corner&nbsp;</li><li>Select the Favorite Rules menu&nbsp;</li><li>Tap the star icon next to the wallet you want to mark as a favorite&nbsp;</li></ol>

Set favorite pockets

<h1>Exclude pocket from overview recap</h1>Exclude Pocket from Overview Recap allows you to hide specific pockets from your main financial summary. This is useful when you want to separate personal, private, or temporary pockets from your overall inflow and outflow view. Excluded pockets will not be counted in the Overview recap but will remain accessible and fully functional in the Pocket list. This feature gives you more control over what appears in your dashboard, helping you focus on the financial data that matters most to you.<ol><li>Go to the “All” tab in the Wallet menu&nbsp;</li><li>Select the three-dot icon in the top-right corner&nbsp;</li><li>Select the Manage Summary menu&nbsp;</li><li>Tap the checkmark icon on the wallet you want to remove from the main summary&nbsp;</li></ol>

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