Connect
Sign in with Google. Monthly Pocket creates or finds your private Sheet and opens your workspace.
YOUR ACCOUNT → YOUR SHEETTHE ONE-READ GUIDE
Monthly Pocket is simple:
fund it, log it, learn.
Connect your Google account, tell Monthly Pocket what came in, record what went out, and let the month explain itself.
01Money inSet this month’s new funds
−02Money outAdd expenses as they happen
=03Money leftKnow what is safe to spend
START HERE
Five steps. One calm month.
Read this once and you know the whole rhythm.
Fund the month
Select Set monthly balance. Enter only new money—Monthly Pocket carries positive leftovers for you.
NEW FUNDS ONLYLog spending
Add the name, amount, date, category, and useful details. Edit or delete whenever needed.
EVERY EXPENSE, IN CONTEXTClose refunds
Mark refundable costs. When money returns, tap Pending refund to add it back once.
PENDING → RECEIVEDRead the story
Check what remains, where it went, and your daily allowance. That is your next decision.
SEE IT → ADJUST → CONTINUEREMEMBER JUST THREE THINGS
Enter new money, not carried money.Monthly Pocket calculates positive carry-forward automatically.
A refund changes balance only when received.Keep it pending until the money actually returns.
Your cloud copy is your Google Sheet.A working copy also stays in this browser; use a trusted profile.
EVERY TOOL, PLAINLY
What each part is for.
No manual-reading energy required.
Your monthly cockpit
Available is what remains. Starting includes new funds plus carry-forward. Expenses is total spending. Awaiting is money still owed to you.
Zoom into spending
Use Business Trip, Reimbursable, Personal Buying, or Monthly Travelling to filter the table. Search finds names, details, and categories.
Travel through history
Use the arrows or month picker. Older edits recalculate future carry-forward, so your numbers stay connected.
Time off, remembered
Set casual, medical, and comp-off allowances. Add full or half days. Positive unused leave carries forward; negative leave does not.
Convert and plan
Convert currencies using public daily rates. Build travel plans with notes, packing lists, tasks, and progress—without leaving Monthly Pocket.
Your control room
Open your Sheet, load or save cloud data, download a full JSON backup, restore it, or log out. CSV export lives on the monthly toolbar.
SHEET RECOVERY
Deleted your Google Sheet?
Your paid access can be restored. Your budget records need the Sheet, this browser's local copy, or a downloaded backup.
Check Drive Trash first
Restore Pocket Budget — My private data within 30 days. Your cloud budget and licence return together.
Open Google Drive Trash ↗Restore paid access
If the Sheet is gone forever, sign in and choose Already paid? Restore access. Enter your original Razorpay pay_… ID.
We verify the payment, then create a new private Sheet and signed licence.Bring your budget back
On the original browser, use Save to Google. On another device, restore a downloaded JSON backup.
If neither copy exists after permanent deletion, the old records cannot be recovered.Keep it recoverable.Renaming the Sheet is safe. Do not delete it, and use Download full backup regularly.
SAFE CLEAN-UP
Clearing a month has guardrails.
- Choose budget records, leave records, or both.
- Download a backup if you may need the data later.
- Type the exact YYYY-MM to confirm.
Only the selected month is cleared. Other months and recurring leave allowances stay intact.
THE 20-SECOND CHEAT SHEET
Start a monthSet balance → add expenses
Money comes backPending refund → Received
Need a copyExport CSV or download JSON
Changing devicesSign in → load from Google
FinishedCheck balance → log out
YOU ALREADY KNOW ENOUGH TO BEGIN