✨ Now in private beta

Personal finance,
made lightweight.

Track spending, plan budgets, and just ask Dana about your money. A fast, private finance companion for iPhone, Android, and the web.

Get early access Meet Dana
  • 🔒 Private by design
  • ⚡ Instant insights
  • 📱 iOS · Android · Web
4taps to log an expense
AIchat & insights, built in
100%your data, row-level secured
3platforms, one account
Everything you need

Money management without the busywork

Purpose-built for speed. Log, plan, and understand your finances in seconds — not spreadsheets.

💬

AI assistant

Talk to Dana in plain English. Log transactions, set budgets, and get answers — every action shows a confirm card first.

📊

Smart budgets

Bi-weekly, monthly, or yearly plans with fixed & variable tracking, so you always know what's left.

🔁

Recurring & bills

Set repeats and end conditions once. Dana keeps upcoming bills on your radar automatically.

🏦

Multiple accounts

Chequing, savings, credit, cash, and loans — track balances and transfers in one place.

📥

CSV import

Bring statements in from your bank and auto-categorize with a couple of taps.

📈

Instant insights

See top categories, month progress, and trends at a glance — no manual reports.

Meet Dana

Your money, one question away

Dana turns a sentence into an action. Ask for a summary, log an expense, or reshuffle a budget — you stay in control, because nothing is committed until you approve the card.

  • “How much have I spent this month?”
  • “Set my Groceries budget to $400 monthly”
  • “Add a $15 recurring Netflix subscription”
  • “What bills are coming up?”
Try the beta
Set my Groceries budget to $400 monthly
Create budget
Groceries$400
PlanMonthly · Variable
CancelApprove
Done — your Groceries budget is set to $400 / month.
Get started in minutes

Three steps to clarity

  1. 1

    Create your account

    Sign in with a secure email code — no passwords to remember.

  2. 2

    Add accounts & import

    Set up balances or import a CSV. Categories are ready out of the box.

  3. 3

    Ask Dana anything

    Log, budget, and get insights through chat or the app's fast forms.

Private by design

Your data stays yours

Dana Pocket is built on modern, encrypted infrastructure with strict per-user isolation. We never sell your data.

🔐 EncryptedTLS in transit, AES-256 at rest.
🧱 Row-level securityYou can only ever access your own rows.
✉️ PasswordlessSecure one-time email codes.
🗑️ You're in controlDelete your account and data anytime.
Compliance & controls
GDPR-readyYour data rights honored
TLS 1.3Encrypted in transit
AES-256Encrypted at rest
Postgres RLSPer-user isolation

Badges reflect the security controls applied to your data. We never sell your information.

Questions

Frequently asked

Which platforms does Dana Pocket support?

iPhone, Android, and any modern web browser — all synced to one account.

Is my financial data safe?

Yes. Data is encrypted in transit and at rest, and every record is protected by row-level security so only you can access it.

Does the AI make changes automatically?

No. Dana proposes actions on a confirmation card — nothing is saved until you approve it.

Can I import my bank statements?

Yes — import a CSV and Dana Pocket helps auto-categorize your transactions.

How much does it cost?

The beta is free. Pricing for the full release will be announced later — early testers get perks.

Get early access to Dana Pocket

Join the private beta and help shape a lighter way to manage money.

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