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Manual
The complete Pocketbird manual
Every screen, every option, and 234 things you'd never find by tapping around — written from the app's actual source, not a brochure.
The first ten minutes: signing in, what the app asks for, and the two numbers that make everything else work.
Getting money in and out of the ledger fast, then finding it again.
Logging money
Recording one income or expense: the amount-first form, the calculator hiding in every money field, categories, tags, people, receipt photos, and how to fix a row you got wrong.
Transactions tab → +12 hidden
Finding transactions — the ledger, search and export
Read back everything you have logged: day-grouped cycles, a whole-history search with seven filters, multi-select cleanup, a colour-coded month calendar, and CSV, PDF and JSON exports.
Transactions tab12 hidden
Scanning and pasting — capture without typing
Photograph a slip, paste a bank SMS, scan up to twenty slips at once, or import a CSV statement. Everything is read on the phone itself, and nothing is written until you confirm.
Transactions tab → "Scan or Select"12 hidden
Ask Pocketbird — the on-device chat
Ask about your own money in Thai or English and get the number back, computed on the phone. It reads nine kinds of data, logs a purchase for you, and reads receipts.
Summary → Insights card → Ask Pocketbird11 hidden
Cycles, budgets, goals, bills and debts — the parts that decide what's safe to spend.
Safe to spend, the pay cycle and Summary
One honest number: what you can spend per day until payday. Where it comes from, the pay cycle behind it, the dashboard cards and charts, the coaching cards, and the 12-month outlook.
Summary tab, and the top of the Transactions tab12 hidden
Budgets — limits, pace and alerts
One limit for the whole pay cycle, optional per-category and per-tag caps, a plan-vs-actual burndown, a daily safe-to-spend, and alerts before you cross the line.
More → Budget12 hidden
Pockets — savings goals
Set money aside without spending it. Goal templates, payday auto-save, round-up savings, a deadline pace, and a lock that makes withdrawing just annoying enough.
Pockets tab12 hidden
Recurring — bills and subscriptions
Rent, Netflix, salary — set the rule once and the app logs it every period. Schedules, weekend and holiday shifts, skipping or moving one charge, variable bills, and bills the app spots itself.
Recurring tab12 hidden
Debts — what you owe, what you're owed
Every balance you are paying down, and everything owed to you. Interest, payment history, due-date chips, Snowball or Avalanche, and a debt-free date that moves as you pay.
More → Debts12 hidden
Accounts, wallets and credit cards
Model where your money actually sits — bank, cash, e-wallet, credit card. Transfers, reconciling a drifted balance, card limits, statement splits and 0% instalments.
More → Accounts12 hidden
Categories, subcategories and tags
One category per transaction, one level of subcategories, and as many tags as you like — plus tag rules that label new transactions for you and a merchant memory that pre-picks the category.
More → Categories12 hidden
Splitting bills, trips, the people you pay, and the separate space for a side business.
Groups — splitting bills with friends
Split shared bills without doing the maths: satang-exact splits, carve-outs for the drinkers, the fewest transfers that clear everyone, a shareable recap card, and polite reminders.
More → Groups12 hidden
Trips — travel budgets
A named date range you tag spending into. Prepaid flights are counted apart from what you spend on the ground, a budget becomes a daily allowance, and a recap wraps the trip up.
More → Trips12 hidden
People — who you pay and who pays you
The address book behind your money. Create someone by typing while you log, pin your regulars, give them an emoji, merge duplicates, and see everything you have paid one person.
More → People12 hidden
Shop — a side business, kept separate
A separate online ledger for a market stall or side business — sales, costs, shop-only categories and customers, shared with co-owners and kept out of your personal budget entirely.
More → Shop12 hidden
Siri, widgets, reminders and letting an AI assistant read your data — on your terms.
Siri, Shortcuts and widgets
Twenty Siri and Shortcuts actions, thirteen widgets, a Home Screen Quick Add that logs without opening the app, Spotlight search of your own rows, the share sheet, and ⌘N.
Siri & the Home Screen — in the app: More → Settings → Siri & Shortcuts12 hidden
Reminders and alerts — every notification
The daily nudge, payday, bill and free-trial heads-ups, budget and over-pace alerts, the weekly recap and group push — when each one fires, and how to switch any of them off.
More → Settings → Profile & Budget Cycle11 hidden
Connected apps — letting an AI assistant read your data
Connect Claude to Pocketbird so it answers from your real numbers. What it can read, the separate create-and-edit permission, the two master switches, and how to cut access off.
More → Settings → Privacy & Security → Connected Apps10 hidden
Settings, sync across devices, backups, and the privacy controls you can actually use.
Every hidden feature
The things tapping around will never show you
Long-presses, swipes, arithmetic you can type into a money field, keyboard shortcuts — all real, all in the app. Tap one to read it in context.
First run — signing in and setting up
The email form is hidden until you ask for it
On the first screen, tap "Use email instead" / "ใช้อีเมลแทน" under the Apple button
First run — signing in and setting up
Let iOS invent the password for you
Switch the pill to "Sign Up" / "สมัครสมาชิก", then tap the password field
First run — signing in and setting up
Read the policy and the terms before you have an account
Tap "Privacy Policy" / "นโยบายความเป็นส่วนตัว" or "Terms & Conditions" / "ข้อตกลงและเงื่อนไขการใช้งาน" in the footer of the sign-in screen
First run — signing in and setting up
The legal text can be selected and copied
Long-press any paragraph in the Privacy Notice, the Privacy Policy or the Terms & Conditions
First run — signing in and setting up
Run the whole welcome flow again whenever you want
More → Settings → "Profile & Setup" / "โปรไฟล์และการตั้งค่า" → "Run Setup Guide" / "เปิดตัวช่วยตั้งค่า"
First run — signing in and setting up
Skip works on the last step too
Reach "Log your first expense" / "จดรายจ่ายรายการแรก" and tap "Skip" / "ข้าม"
First run — signing in and setting up
Tap a chosen category tile again to unchoose it
On the last step, tap the category tile that is already highlighted
First run — signing in and setting up
Make the cycle start early when payday lands on a weekend
More → Settings → Profile & Setup → Profile & Budget Cycle → turn on "Shift Weekend Paydays Earlier" / "เลื่อนวันเงินเดือนที่ตรงวันหยุดสุดสัปดาห์ให้เร็วขึ้น"
First run — signing in and setting up
Say "Maybe later" to notifications and they arrive quietly anyway
Tap the bell card on Home, then "Maybe later" / "ไว้ทีหลัง" — then quit the app and open it again
First run — signing in and setting up
There is a second App Lock switch, three levels deep
More → Settings → Profile & Setup → Profile & Budget Cycle → "Lock App with Face ID" / "ล็อกแอปด้วย Face ID"
First run — signing in and setting up
The Unlock button tells you which biometry your phone has
Cancel the automatic prompt on the lock screen and look at the button
First run — signing in and setting up
Say no to Cloud Sync now, turn it on later without losing anything
More → Settings → Privacy & Security → "Privacy (PDPA)" / "ความเป็นส่วนตัว (PDPA)" → switch on "Sync data to the cloud (Supabase)" / "ซิงก์ข้อมูลขึ้นคลาวด์ (Supabase)"
Logging money
⌘N opens Quick Add from any tab
With a hardware keyboard attached, press ⌘N anywhere in the app
Logging money
Percent behaves like a pocket calculator, not a fraction
In the calculator keypad, type "200+10%" or "200−10%"
Logging money
Tap the chosen category a second time to clear it
In the form, tap the category tile that already has a ring around it
Logging money
Picking a credit card on a new expense unlocks instalments
On a new expense, set "Account" / "บัญชี" to a credit-card account
Logging money
Press Return to create a person you have never paid before
In "Paid to" / "จ่ายให้", type a name that does not exist yet and press Return
Logging money
÷2 ÷3 ÷4 ÷5 fill in your share of a bill you fronted
Tag an expense to a trip, enter the amount, then look under "My share" / "ส่วนของฉัน"
Logging money
Double-tap a receipt in the viewer to jump to 2×
Open the full-screen photo viewer ("Photo" / "รูปภาพ") and double-tap the image
Logging money
A transaction you just saved can be undone for four seconds
Save a new transaction, then watch the bottom of the ledger for the "Logged %@" / "บันทึก %@ แล้ว" capsule
Logging money
Long-press a ledger row for Duplicate and Delete
Press and hold a transaction in the ledger, or in the full-screen search results
Logging money
Tap a row's round category icon to start selecting several
On the Transactions list, tap the coloured circle at the left of a row — not the row itself
Logging money
VoiceOver turns every gesture here into a rotor action
With VoiceOver on, swipe up or down on a ledger row
Logging money
Long-press a quick-log chip to name it
On the Transactions tab, press and hold one of the quick-log chips
Finding transactions — the ledger, search and export
The date range between the arrows is a menu
Transactions tab → tap the date-range text between ◀ and ▶ (a small up-down chevron hints at it)
Finding transactions — the ledger, search and export
Tap a tag chip on any row to see everything carrying that tag
Tap one of the small tag chips inside a transaction row — on the ledger, in search results, or in the calendar's day sheet
Finding transactions — the ledger, search and export
Type an amount exactly the way the row prints it
In search, type "1,500", "฿1500", "150.00" or ".50"
Finding transactions — the ledger, search and export
The filters work with nothing typed at all
Open search, tap the filter icon, set a facet, close the sheet — without typing a single character
Finding transactions — the ledger, search and export
A calculator hides in the Minimum and Maximum fields
Filters sheet → tap into "Minimum" or "Maximum" → tap the ± button that appears at the field's right edge
Finding transactions — the ledger, search and export
Every checklist in the Filters sheet has its own search box
Filters sheet → the "Categories", "Counterparties" or "Trips" section → type in the magnifying-glass field at the top of it
Finding transactions — the ledger, search and export
Tap a row's coloured circle to start selecting with that row already ticked
On the Transactions list, tap the coloured category circle at the left of a row instead of the row itself
Finding transactions — the ledger, search and export
Long-press any row for Duplicate and Delete
Long-press a row on the Transactions list, or a row in the search results
Finding transactions — the ledger, search and export
Every row action is also a VoiceOver rotor action
Turn VoiceOver on, focus a transaction row, then swipe up or down through its Actions
Finding transactions — the ledger, search and export
Swipe the grid sideways to change month
In calendar mode, drag left or right across the month grid
Finding transactions — the ledger, search and export
Pull the ledger down before you trust a total
Pull down on the Transactions list, on the calendar's day sheet, or on a category or tag drill-in
Finding transactions — the ledger, search and export
Your transactions are searchable from the iOS home screen
Swipe down on the iOS home screen and search a note, a person, a pocket or a debt name
Scanning and pasting — capture without typing
Copy a slip image anywhere, and a paste row appears with a live thumbnail
Copy a slip image in any app, then open Transactions → the "Scan or Select" nav-bar menu
Scanning and pasting — capture without typing
Tap the misread-amount warning and one keystroke replaces the whole number
On a slip confirm screen, tap the amber "This amount may be misread — tap to fix" row
Scanning and pasting — capture without typing
The clipboard chip pastes and analyzes in one tap, with no paste banner
Copy a bank SMS, then open Smart paste with the text box still empty
Scanning and pasting — capture without typing
Tap a batch row to read the original slip full-screen
In the batch review list, tap a row's thumbnail or its details area
Scanning and pasting — capture without typing
Tick an "Already imported" row to force a real second charge through
On the CSV review list, tap the toggle on a row badged "Already imported" / "นำเข้าแล้ว"
Scanning and pasting — capture without typing
The bulk-categorize screen is in no menu — tap the grey slice on the Summary donut
Summary → the spending donut legend → the grey "no category" slice (or Insights → "By category" → the no-category row)
Scanning and pasting — capture without typing
Double-tap a receipt photo to jump to 2×
Open a receipt photo full-screen, then double-tap it — or pinch and drag
Scanning and pasting — capture without typing
Share several slips in a row, then deal with them one at a time
In Photos, share three slips to Pocketbird one after another without opening the app in between
Scanning and pasting — capture without typing
"Log from Image" exists only in Shortcuts — there is no phrase for it
In the Shortcuts app, chain "Log from Image" / "บันทึกจากรูป" after any action that produces an image
Scanning and pasting — capture without typing
Put Scan Receipt in Control Centre, on the Lock Screen, or on the Action button
In iOS, add the "Scan Receipt" / "สแกนใบเสร็จ" control — or bind it to the Action button
Scanning and pasting — capture without typing
Four URLs you can drop into your own shortcuts
Use an "Open URL" action with budgie://scan-receipt, budgie://smart-paste, budgie://quick-add or budgie://import-slip
Scanning and pasting — capture without typing
The paperclip in Ask Pocketbird takes a receipt photo or a PDF
Summary → Ask Pocketbird → the paperclip left of the message box
Ask Pocketbird — the on-device chat
Bring the entry point back if it has vanished
Summary tab → the slider icon at the top left ("Customize Summary" / "ปรับแต่งหน้าสรุป") → switch "Insights" / "ข้อมูลเชิงลึก" back on
Ask Pocketbird — the on-device chat
Turn Apple Intelligence on and the screen upgrades while you're standing on it
Turn Apple Intelligence on in the iOS Settings app on a supported iPhone, then go back to Ask Pocketbird
Ask Pocketbird — the on-device chat
A starter chip is sent the instant you tap it
Tap any chip under "Try Asking" / "ลองถามดู"
Ask Pocketbird — the on-device chat
Long-press a bubble to select and copy the answer
Press and hold any bubble in the chat — the assistant's reply or your own message
Ask Pocketbird — the on-device chat
Turn on Reduce Motion to stop the typewriter effect
Turn on Reduce Motion in the iOS Settings app, then send a question
Ask Pocketbird — the on-device chat
Half a category name is enough — the match runs both ways
Ask about "food" when the category is named "Food/Street food" — or the other way round
Ask Pocketbird — the on-device chat
Leave the screen and come back to refresh what the assistant can see
Tap back to Summary, then open Ask Pocketbird again
Ask Pocketbird — the on-device chat
Clear the To Review inbox in one tap
Transactions tab → the pinned "To Review" / "รอตรวจสอบ" section → "Mark All Reviewed" / "ทำเครื่องหมายตรวจแล้วทั้งหมด"
Ask Pocketbird — the on-device chat
Type your instruction first, then attach — the text becomes the caption
In the chat, type something into the message field and — without sending — tap the paperclip and pick a photo or PDF
Ask Pocketbird — the on-device chat
A Thai co-pay slip is read by the app, not by the model
Attach a photo of a คนละครึ่ง / เราชนะ / ไทยช่วยไทย / เที่ยวด้วยกัน slip paid through เป๋าตัง or G-Wallet
Ask Pocketbird — the on-device chat
Insight rows are shortcuts, not just sentences
Tap an insight line on the Ask Pocketbird screen
Safe to spend, the pay cycle and Summary
One cycle can start on a different day from all the others
Transactions tab → tap the date range in the middle of the cycle stepper → "Adjust Cycle Start"
Safe to spend, the pay cycle and Summary
The whole dashboard can be re-ordered from a toolbar icon that is easy to miss
Summary tab → the slider icon at the far top-left of the navigation bar
Safe to spend, the pay cycle and Summary
Drag across the Net Trend chart to read a single cycle
Summary tab → the Net Trend chart → press and drag horizontally across it
Safe to spend, the pay cycle and Summary
The donut legend has two different tap targets on the same row
Summary tab → Spending by Category → a category that has subcategories
Safe to spend, the pay cycle and Summary
The debt-payment slice breaks down by kind of debt
Summary tab → Spending by Category → expand the "ชำระหนี้" (debt payment) slice
Safe to spend, the pay cycle and Summary
Tap a row in "Recent cycles" to jump straight there
Summary → Cycle Summary → tap any row under "Recent cycles" / "รอบที่ผ่านมา"
Safe to spend, the pay cycle and Summary
Drag the cross-cycle chart for a month-by-month callout
Summary → Cycle Summary → the "Net per cycle" / "สุทธิต่อรอบ" chart → drag across it
Safe to spend, the pay cycle and Summary
Export exactly the cycle you are looking at
The share icon — second from the left on Summary's toolbar, top-right on Cycle Summary
Safe to spend, the pay cycle and Summary
Long-press an insight card to snooze it for a week
Summary → Insights → Highlights → press and hold any card
Safe to spend, the pay cycle and Summary
The subscriptions card on Recurring lands you mid-screen in Insights
Recurring tab → tap the subscription-burden headline card at the top
Safe to spend, the pay cycle and Summary
The full outlook is two taps behind a "See details" link
Summary → Insights → "Wealth in 3 / 6 / 12 months" or "Monthly breathing room" → "See details" / "ดูรายละเอียด"
Safe to spend, the pay cycle and Summary
⌘N opens Quick Add from anywhere
With a hardware keyboard attached, press ⌘N on any screen
Budgets — limits, pace and alerts
Budget can be promoted onto the iPhone tab bar
More → the slider icon in the toolbar ("Edit Tabs")
Budgets — limits, pace and alerts
The ⁺⁄₋ button turns a budget amount field into a calculator
Tap into "Budget per Cycle (THB)" / "งบต่อรอบ (บาท)", then tap the ⁺⁄₋ "Calculator" / "เครื่องคิดเลข" button that appears at the trailing edge
Budgets — limits, pace and alerts
The ⋯ "Budget options" menu is a second door to everything
Budget screen → ⋯ in the top-right toolbar
Budgets — limits, pace and alerts
There is a second burn-down chart, and it can walk back through past cycles
Summary tab → the calendar icon in the top-right toolbar ("Cycle Summary" / "สรุปรอบ") → scroll to "Spending vs Budget" / "ใช้จ่ายเทียบงบ" → use the ◀ ▶ stepper
Budgets — limits, pace and alerts
A category limit can be set without ever opening the Budget screen
More → Categories → tap a category → "Budget per Cycle (THB)" / "งบต่อรอบ (บาท)"
Budgets — limits, pace and alerts
The Summary donut legend grows budget bars
Summary tab → scroll to the spending-by-category donut → look at the legend rows
Budgets — limits, pace and alerts
Any category can be moved out of the bucket the app guessed for it
In the allocator, tap the ⇄ button on a category's row
Budgets — limits, pace and alerts
The "Use 50 / 30 / 20" button only exists while you are off the classic split
In the allocator, move either stepper away from 50 / 30
Budgets — limits, pace and alerts
Ask Siri how the budget is doing, by category
Say "How's my budget in Pocketbird" — or "Check my budget in Pocketbird", "Budget status in Pocketbird", "How much budget is left in Pocketbird", "Check the budget in Pocketbird"
Budgets — limits, pace and alerts
Change a budget from Shortcuts or Spotlight — there is no voice phrase for it
Search Spotlight for "Set Budget" / "ตั้งงบ", or add the action inside the Shortcuts app
Budgets — limits, pace and alerts
Ask Pocketbird can read every budget back to you
Open the Ask Pocketbird chat and ask something like "am I over budget" or "how much budget is left for food"
Budgets — limits, pace and alerts
Pull down on Budget to force a real sync
Pull down anywhere on the Budget screen
Pockets — savings goals
The emergency-fund target is your own three months, not a round number
Pockets tab → "+" → "Emergency Fund" — read the "Suggested" line
Pockets — savings goals
A calculator hides inside every money field
Tap into any amount field, then tap the ± icon that appears at its right edge
Pockets — savings goals
Swipe a pocket right to transfer
On the Pockets list, swipe a row from the left edge
Pockets — savings goals
Swipe a transfer in the history to undo it
Pocket detail → "Transfers" → swipe a row left → Delete
Pockets — savings goals
Auto-save runs even if you never open the Pockets tab
Just open the app, or switch back to it, on or after your payday
Pockets — savings goals
Auto-save skips itself rather than push you into the red
Watch for the "Auto-save paused this cycle" line on a pocket's detail screen
Pockets — savings goals
Round-up rewinds itself when you fix a mistake
Edit a rounded-up expense's amount, or delete it
Pockets — savings goals
Confetti at 25, 50 and 75% — but the 100% party happens elsewhere
Make a deposit that pushes a pocket past a quarter mark
Pockets — savings goals
A funded-but-tiny pocket says "<1%", never "0%"
Put ฿20 towards a ฿50,000 goal
Pockets — savings goals
The lock has a one-tap switch outside the edit form
Pocket detail → the "Lock this pocket" toggle in the actions section
Pockets — savings goals
Tap "Set Aside in Pockets" on Summary to see the breakdown
Summary tab → the budget card → tap the "Set Aside in Pockets" row
Pockets — savings goals
Pull down to force a real sync
Pull down on the Pockets list or on a pocket's detail screen
Recurring — bills and subscriptions
A weekly rule can fire on several weekdays at once
Rule form → Frequency "Weekly" / "ทุกสัปดาห์" → tap the row of seven day chips underneath
Recurring — bills and subscriptions
The interval runs to 99, so "every 6 months" is one stepper away
Rule form → "Repeats" / "ทำซ้ำ" → hold the "Every N" stepper
Recurring — bills and subscriptions
Divide a shared plan inside the amount field
Tap into the amount, a usual-range field, the new price or the Confirm Bill amount, then tap the +/− icon at the field's right edge
Recurring — bills and subscriptions
Long-press a rule for pause, skip, snooze and confirm
Press and hold any row on the Recurring list
Recurring — bills and subscriptions
Sort by "Monthly cost" to compare a yearly plan with a monthly one
Recurring list → the "Sort" / "เรียงลำดับ" control at the top LEFT of the nav bar
Recurring — bills and subscriptions
The Subscriptions card at the top is a door
Tap the "Subscriptions" / "การสมัครสมาชิก" headline card above the list
Recurring — bills and subscriptions
Snooze twice to move a charge further
Long-press a rule → "Snooze Next" / "เลื่อนครั้งถัดไป" → "1 Day" / "1 วัน", then do it again
Recurring — bills and subscriptions
Snoozing is the only way to un-skip an occurrence
On a rule showing "Skipped" / "ข้าม", long-press → "Snooze Next" / "เลื่อนครั้งถัดไป" → any offset
Recurring — bills and subscriptions
Re-price just this month's charge without touching the rule
Open the rule → "Edit" / "แก้ไข" → change the amount → "Save" / "บันทึก" → "This Occurrence Only" / "เฉพาะครั้งนี้"
Recurring — bills and subscriptions
Long-press the card for "Snooze for a week"
Press and hold the "Looks like a recurring bill" / "น่าจะเป็นรายจ่ายประจำ" card in Insights → Highlights
Recurring — bills and subscriptions
Ask Siri "What bills are coming up?"
Say "What bills are coming up in Pocketbird" / "มีบิลอะไรใกล้จะถึงใน Pocketbird" — or run "Upcoming Bills" / "บิลที่กำลังจะถึง" from Shortcuts or Spotlight
Recurring — bills and subscriptions
Pause a bill from Shortcuts without opening the app
Shortcuts or Spotlight → the "Pause Recurring" / "หยุดรายการประจำชั่วคราว" action
Debts — what you owe, what you're owed
Debts can live on the bottom bar instead of behind "More"
More → the "Edit Tabs" button in the nav bar
Debts — what you owe, what you're owed
Any money field will do the arithmetic for you
Tap into an amount field on the debt form or the payment sheet, then tap the "+/−" button that appears beside it
Debts — what you owe, what you're owed
Editing the balance quietly files a reconciliation
Debt detail → "Edit Debt" / "แก้ไขหนี้" → change the balance field → "Save" / "บันทึก"
Debts — what you owe, what you're owed
Swipe a debt right to pay it without opening it
Debts hub → swipe a row from the left edge
Debts — what you owe, what you're owed
On iPad, long-press a debt card for the same actions
iPad, or any wide layout → press and hold a debt card
Debts — what you owe, what you're owed
The debt search also matches your bank and your shop contacts
Debts hub → pull down to reveal "Search Debts" / "ค้นหาหนี้สิน"
Debts — what you owe, what you're owed
Log the payment and refresh the bank balance in one go
On a reducing-balance debt, fill "New balance from your bank app (optional)" / "ยอดคงเหลือใหม่จากแอปธนาคาร (ถ้ามี)" before tapping "Pay" / "ชำระ"
Debts — what you owe, what you're owed
Seven more cards hide behind "See details"
Debt Insights → scroll to the bottom → "See details" / "ดูรายละเอียด"
Debts — what you owe, what you're owed
The month-by-month staircase of what you must pay
Debt Insights → "See details" → "Monthly payment schedule" / "ตารางการจ่ายรายเดือน"
Debts — what you owe, what you're owed
Turn a shop contact's balance into a private debt
Shop → People → tap a person → "Track as a Debt You Owe" / "บันทึกเป็นหนี้ที่คุณต้องจ่าย" or "Track What They Owe You" / "บันทึกเงินที่เขาค้างคุณ"
Debts — what you owe, what you're owed
Two debt actions live in Shortcuts and Spotlight, not in Siri
Open the Shortcuts app and search for "Debt Balance" / "ยอดหนี้" or "Log Debt Payment" / "บันทึกการจ่ายหนี้"
Debts — what you owe, what you're owed
Pull down to force a real sync, not a redraw
Pull down on the Debts hub, a debt's detail, Debt Insights or the payment schedule
Accounts, wallets and credit cards
Any emoji can be an account's icon
Account form → "Icon & Color" / "ไอคอนและสี" → turn on "Custom icon" → type an emoji instead of searching
Accounts, wallets and credit cards
Swipe an account row right for two shortcuts
On the Accounts list, swipe an active row from the left edge
Accounts, wallets and credit cards
Long-press an account card on iPad
iPad or a wide window → Accounts → press and hold any card
Accounts, wallets and credit cards
Choosing a card as the destination retitles the sheet "Pay Card"
Start an ordinary transfer and set "To" / "ไปยัง" to a credit card
Accounts, wallets and credit cards
"Pay minimum" quietly includes your instalments
Credit-card detail → "Pay minimum (฿X)" / "จ่ายขั้นต่ำ (฿X)"
Accounts, wallets and credit cards
A live monthly preview while you set the plan up
In a new credit-card expense, turn on "Pay in installments" and type an amount
Accounts, wallets and credit cards
Custom instalment terms go up to 36 months
Instalment section → "Term" → "Custom" / "กำหนดเอง"
Accounts, wallets and credit cards
The shared-limit manager hides inside a section header
Accounts → the small "Shared limits" / "วงเงินร่วม" link on the right of the "Credit Cards" header
Accounts, wallets and credit cards
Create a group without leaving the card form
Account form on a credit card → "Shared credit limit" / "วงเงินเครดิตร่วม" → "New group…" / "กลุ่มใหม่…"
Accounts, wallets and credit cards
Leaving a group gives you your old limit back
Account form → "Shared credit limit" → pick "None" → Save
Accounts, wallets and credit cards
Swipe an archived row to bring it straight back
Accounts → the "Archived" / "บัญชีที่ซ่อนไว้" section → swipe a row from the left edge
Accounts, wallets and credit cards
Time-travel an account's in and out figures
Account detail → the ‹ › chevrons either side of the date range in the "This Cycle" header
Categories, subcategories and tags
The icon search knows what things are, not just what they're called
Category or tag form → the "Icon" row → "Icons" tab → type into "Search icons" / "ค้นหาไอคอน"
Categories, subcategories and tags
Any emoji on your keyboard can be a category or tag icon
Icon picker → "Emoji" / "อิโมจิ" tab → "Choose Emoji" / "เลือกอิโมจิ"
Categories, subcategories and tags
A category tile with a chevron has a second layer under it
In the Add/Edit transaction sheet, tap a category tile that shows a small ⌄
Categories, subcategories and tags
Turn on "All time" to clean up more than this cycle
Categorize → the "All time" / "ทุกช่วงเวลา" toggle at the top
Categories, subcategories and tags
Categorize has a second mode that files hand-picked rows
Categorize → switch the mode picker to "One by One" / "ทีละรายการ"
Categories, subcategories and tags
Sort your tags by how much you actually use them
More → Tags → the sort button in the top-left → "Most Used" / "ใช้บ่อยสุด"
Categories, subcategories and tags
Fold two duplicate tags into one
More → Tags → tap a tag → "Merge Into" / "รวมเข้ากับ" → tap the tag you want to keep
Categories, subcategories and tags
Create a tag without leaving the transaction you're logging
Add/Edit transaction → "More details" / "รายละเอียดเพิ่มเติม" → "Tags" → the dashed "Add Tag" / "เพิ่มแท็ก" chip
Categories, subcategories and tags
Tap a tag chip on any transaction row to see everything wearing it
In the Transactions ledger, a Summary list, a day's list or search results, tap the small tag chip under a transaction's title — not the row itself
Categories, subcategories and tags
Put Categories or Tags on the bottom bar
iPhone: open the More tab → "Edit Tabs" / "แก้ไขแท็บ" (the sliders button in the nav bar) → tap the green "+" on the "Categories" or "Tags" row under "In More" / "ในเพิ่มเติม"
Categories, subcategories and tags
Ask the ledger for rows carrying all of several tags, not any of them
Transactions → the sort/filter button → "Filter by Tag" / "กรองตามแท็ก" → pick a tag, then use the "Match" / "ตรงกับ" segment that appears
Categories, subcategories and tags
"How much did I spend on Coffee this month?" is a Shortcuts action
The Shortcuts app or Spotlight → the "Spend by Category" action → pick a Category and a Period
Groups — splitting bills with friends
Groups can be promoted onto the bottom tab bar
More → the slider button "Edit Tabs" / "แก้ไขแท็บ" at the top right → under "In More", tap the green "+" beside Groups
Groups — splitting bills with friends
The invite code is selectable text — long-press it to copy
Long-press the "Invite Code" / "รหัสเชิญ" row on a group's screen, or the big code on the Invite Friends sheet
Groups — splitting bills with friends
An invite tapped on a brand-new install waits for you
Install Pocketbird, then tap a friend's invite link before you have signed in or finished onboarding
Groups — splitting bills with friends
You can type arithmetic into any money field
Tap into a money field — the bill total, one person's share, a carve-out amount — then tap the small ± glyph that appears at its right edge
Groups — splitting bills with friends
A bill split during a trip offers to tag itself
Split a bill on a day covered by a trip's dates, with the log toggle on and Trip still set to "None"
Groups — splitting bills with friends
Swipe a bill row for Edit and Delete
In a group's Bills section, swipe a bill row from right to left
Groups — splitting bills with friends
Tap a bill row to open its per-person shares
Tap a bill row in a group's Bills section — nothing about it looks tappable
Groups — splitting bills with friends
The ⋯ on a balance row hides the two most useful actions
In "Who Owes Whom", tap the small ellipsis-in-a-circle at the right of a row
Groups — splitting bills with friends
The exported image carries a wordmark the on-screen card doesn't
Open the recap, wait a beat for the "Share" / "แชร์" button to appear, then tap it
Groups — splitting bills with friends
Swipe a shared pocket to delete it
Swipe a row in the Shared Pockets section of a group
Groups — splitting bills with friends
The Group Activity switch is what raises the iOS permission prompt
Settings → "Profile & Budget Cycle" / "โปรไฟล์ & รอบงบ" → the "Group Activity" / "กิจกรรมในกลุ่ม" toggle
Groups — splitting bills with friends
Your group data comes out in the JSON export
Settings → "Export Data (JSON)" / "ส่งออกข้อมูล (JSON)" in the account section — not the Privacy screen, which has no export button
Trips — travel budgets
Promote Trips onto the iPhone bottom bar
More → the slider button "Edit Tabs" / "แก้ไขแท็บ" → under "In More", tap the green + next to Trips
Trips — travel budgets
A calculator hides inside the Trip Budget field
Tap into "Trip Budget (THB)" / "งบทริป (บาท)", then tap the small ±/÷ button that appears at the field's trailing edge — VoiceOver calls it "Calculator" / "เครื่องคิดเลข"
Trips — travel budgets
A trip can only be deleted from the hub, never from inside it
Trips hub → swipe a row left on iPhone, or press and hold a trip card on iPad → Delete
Trips — travel budgets
Set the date inside a trip and a one-tap tag chip appears
In a transaction form with no trip picked, set the date to a day that falls inside a trip's range
Trips — travel budgets
Adding a transaction that already belongs to another trip moves it
Trip A → "Add transactions to trip" / "เพิ่มรายการเข้าทริป" → tick a transaction currently in trip B → "Add" / "เพิ่ม"
Trips — travel budgets
÷2 ÷3 ÷4 ÷5 buttons fill your share for you
Transaction form → tag a trip, type Expense, enter the amount → the "Split evenly" / "หารเท่ากัน" row of small bordered buttons
Trips — travel budgets
Duplicating a transaction carries its trip and its share
Long-press a transaction on the ledger or in search results → "Duplicate" / "ทำซ้ำ"
Trips — travel budgets
A "Scope" switch hides the prepaid block from the category list
Trip detail → "Spending by category" / "แยกตามหมวด" → the segmented "Scope" / "ขอบเขต" control → "On the trip" / "ระหว่างทริป"
Trips — travel budgets
Swipe a row inside a trip to unlink it, not delete it
Trip detail → "Transactions" / "รายการ" → swipe a row left → "Unlink" / "เอาออกจากทริป"
Trips — travel budgets
Long-press the active-trip card to snooze it for exactly a week
Summary → "Insights" / "ข้อมูลเชิงลึก" → press and hold the active-trip card
Trips — travel budgets
Pull up one trip's spending from the transaction search
Transactions → "Search transactions" / "ค้นหารายการ" → the filter icon → the "Trips" / "ทริป" section
Trips — travel budgets
budgie://trips opens the hub from anywhere
Open the URL budgie://trips — from a Shortcut, a note, or a link on the device
People — who you pay and who pays you
Type a new name, press Done, and the person exists
In any person field, type a name nobody has yet and hit the keyboard's Done key
People — who you pay and who pays you
Search ignores spaces and accents — type "711" to find "7 11"
Type a run-together version of the name into the person field, the People list search, or the filter sheet's picker
People — who you pay and who pays you
Tap the field and type nothing to browse everyone
In the transaction form's "Paid to" / "Received from" field, tap in and leave the query empty
People — who you pay and who pays you
Long-press a person for every action at once
Press and hold a row on More → People (or a card, on iPad)
People — who you pay and who pays you
Swipe right to pin, swipe left to delete
On More → People, drag a row rightwards from its leading edge — or leftwards
People — who you pay and who pays you
A person's avatar can be any emoji on your keyboard
Edit Person → turn on "Custom icon" → open the picker → the "Emoji" / "อิโมจิ" segment
People — who you pay and who pays you
A colour from outside the 20 swatches
Edit Person → "Custom color" on → scroll past the swatch grid → tap the "Custom color" colour-well row
People — who you pay and who pays you
Pull down on a People screen to force a real sync
Pull down on the People list, or on a person's page
People — who you pay and who pays you
Merge without going back to the list
Open a person → the "Merge Into…" / "รวมเข้ากับ…" menu at the top right
People — who you pay and who pays you
The search screen offers person chips before you type anything
Transactions tab → open the search screen → the "Suggestions" / "แนะนำ" chip row, before typing
People — who you pay and who pays you
Your people are searchable from the iOS home screen
Swipe down on the iOS home screen and type a person's name
People — who you pay and who pays you
Turn a shop customer's tab into a private debt
Open a shop person → "Track What They Owe You" / "บันทึกเงินที่เขาค้างคุณ" (a supplier shows "Track as a Debt You Owe" / "บันทึกเป็นหนี้ที่คุณต้องจ่าย")
Shop — a side business, kept separate
The + for a second shop follows you inside your only shop
Belong to exactly one shop, open Shop, then look at the + in the nav bar
Shop — a side business, kept separate
Type arithmetic straight into the amount field
Tap the "Amount" / "จำนวนเงิน" field, then tap the small +/− "Calculator" / "เครื่องคิดเลข" button that appears beside it
Shop — a side business, kept separate
The item field remembers what you last charged for that product
Tap into "Item (Optional)" / "ชื่อ/รายการ (ไม่บังคับ)" in the entry sheet
Shop — a side business, kept separate
Add a new customer or supplier without leaving the form
In the entry sheet's customer or supplier field, type a name that does not exist yet
Shop — a side business, kept separate
Scan a whole stack of slips in one go
Shop → Log → the scan button → "Scan Multiple Slips" / "สแกนหลายสลิป"
Shop — a side business, kept separate
Long-press an entry row for Edit, Delete and View Receipt
Press and hold any entry row — on Log, on All Entries, or on a customer's Recent Activity
Shop — a side business, kept separate
Swipe the calendar sideways to change month
In calendar mode, drag horizontally anywhere on the calendar card
Shop — a side business, kept separate
Swipe a person right to pin them to the top
Manage → Customers & Suppliers → swipe a row rightwards (a full swipe works too)
Shop — a side business, kept separate
Long-press a person to log a sale with them already filled in
Press and hold a row in Manage → Customers & Suppliers
Shop — a side business, kept separate
Long-press a highlight card to snooze it for a week
Press and hold a Highlights card on the Insights segment
Shop — a side business, kept separate
The "No category" row in Insights is a door, not a label
Insights → the "By category" / "ตามหมวดหมู่" card → tap the "No category" / "ไม่ระบุหมวด" row
Shop — a side business, kept separate
Tap the invite code row to copy it
Manage → the Members card → tap the "Invite Code" / "รหัสเชิญ" row
Siri, Shortcuts and widgets
Ten more actions exist than Siri will ever say out loud
Open the Shortcuts app → Apps → Pocketbird
Siri, Shortcuts and widgets
Dictate a bank SMS to Siri — and watch it refuse the OTP
Say "Log a bank message in Pocketbird" / "บันทึกข้อความนี้ใน Pocketbird", then dictate or paste the message
Siri, Shortcuts and widgets
Turn your latest screenshot into a transaction
In the Shortcuts app, chain "Get Latest Screenshot" → "Log from Image" / "บันทึกจากรูป"
Siri, Shortcuts and widgets
Send the clipboard straight into Smart paste
In the Shortcuts app, chain "Get Clipboard" → "Smart Paste" / "วางอัจฉริยะ" and bind it to the Action Button
Siri, Shortcuts and widgets
A Siri capture can be tagged to a trip
In the Shortcuts app, add "Add Transaction" / "เพิ่มรายการ" and fill the "Trip" / "ทริป" parameter
Siri, Shortcuts and widgets
The pause action is also the resume action
Shortcuts app → "Pause Recurring" / "หยุดรายการประจำชั่วคราว" → set "Action" / "การทำงาน" to "Resume" / "ทำต่อ"
Siri, Shortcuts and widgets
The medium Safe to Spend widget has two buttons in its corner
On the medium "Pocketbird Safe to Spend" / "Pocketbird ใช้ได้วันละ" widget, tap the document icon or the + at the bottom right instead of the widget body
Siri, Shortcuts and widgets
A Lock Screen ring that is also a cycle-progress dial
Add "Pocketbird Safe to Spend Today" / "Pocketbird ใช้ได้วันนี้" to the Lock Screen's circular slot (StandBy uses the same shape)
Siri, Shortcuts and widgets
The Trip widget opens that trip, not the trip list
Tap the "Pocketbird Trip" / "Pocketbird ทริป" widget while a trip is running
Siri, Shortcuts and widgets
Change the widget's three amounts — or flip the whole thing to income
Long-press the "Pocketbird Quick Add" / "Pocketbird เพิ่มด่วน" widget → Edit Widget
Siri, Shortcuts and widgets
Search your own transactions from the Home Screen
Swipe down on the Home Screen and type a merchant, person, pocket or debt name
Siri, Shortcuts and widgets
The app's only keyboard shortcut
With a hardware keyboard attached, press ⌘N anywhere in the app
Reminders and alerts — every notification
Flipping a switch on is what makes iOS ask for permission
Move Daily Logging Reminder, Payday Reminder, Bill-Due Reminder, Budget Alerts, Over-Pace Alert or Weekly Recap from off to on
Reminders and alerts — every notification
"Maybe later" still turns notifications on — silently
Tap "Maybe later" / "ไว้ทีหลัง" on the priming sheet, then quit and relaunch the app
Reminders and alerts — every notification
The one-tap way back after you tap Don't Allow
Transactions tab → tap the "Notifications are off" / "การแจ้งเตือนปิดอยู่" card
Reminders and alerts — every notification
A credit card can remind you too, from a screen that never says the word notification
More → Accounts → tap a credit card → "Payment Due Day" / "วันครบกำหนดชำระ"
Reminders and alerts — every notification
The one notification you can act on instead of just open
Tap a "%@ is due — tap to confirm the amount" / "%@ ถึงกำหนดแล้ว — แตะเพื่อยืนยันจำนวนเงิน" notification
Reminders and alerts — every notification
Long-press a recurring bill to pause, skip or snooze it — the reminder follows
Recurring tab → press and hold any rule row
Reminders and alerts — every notification
Every recurring expense has its own "Remind me" picker
Recurring tab → the rule → Edit → section "Reminder" / "การแจ้งเตือน" → "Remind me" / "เตือนฉัน"
Reminders and alerts — every notification
Set a trial end date and the app warns you two days before you get charged
Recurring tab → the rule → Edit → section "Subscription Details" / "รายละเอียดการสมัครสมาชิก" → "Free trial ends" / "ช่วงทดลองใช้ฟรีสิ้นสุด"
Reminders and alerts — every notification
Tap a budget alert instead of swiping it away
Tap an "Over budget" / "เกินงบแล้ว" or "Budget almost used" / "งบประมาณใกล้หมดแล้ว" notification
Reminders and alerts — every notification
A ready-written, polite payment reminder you send yourself
More → Groups → a group → the ⋯ menu beside a member who owes you → "Send a Payment Reminder" / "ส่งข้อความเตือนยอดค้าง"
Reminders and alerts — every notification
Turn off the one switch that stops notification taps being counted
More → Settings → "Share usage statistics" / "แชร์สถิติการใช้งาน"
Connected apps — letting an AI assistant read your data
One checkbox on the approval page also hands over four read permissions
On the browser approval page, tick "Also allow it to create and edit my financial data"
Connected apps — letting an AI assistant read your data
Every time you flip an AI permission, the date is kept
More → Settings → Privacy & Security → "Privacy (PDPA)" / "ความเป็นส่วนตัว (PDPA)"
Connected apps — letting an AI assistant read your data
You can ask by shop name, not just by category
Ask a connected assistant something like "what did I spend at 7-Eleven this month?"
Connected apps — letting an AI assistant read your data
One question gets a whole period broken down
Ask for a breakdown: "how did my spending split by category last month?"
Connected apps — letting an AI assistant read your data
Have an assistant park an entry in "To Review"
Ask a connected assistant to log something and to flag it for review
Connected apps — letting an AI assistant read your data
You can hand an assistant a photo of a receipt
Give a connected assistant a receipt photo and ask it to attach it to a transaction
Connected apps — letting an AI assistant read your data
Press and hold a connection to revoke it
Press and hold a live row under "AI assistant connections" / "การเชื่อมต่อผู้ช่วย AI"
Connected apps — letting an AI assistant read your data
Revoke and reconnect to take editing away but keep answers
Revoke a connection in Pocketbird, then approve the assistant's next connect prompt
Connected apps — letting an AI assistant read your data
The token, the server URL and every code block are selectable text
Long-press the token on the "Token Created" sheet, the "MCP server URL" value, or any code block inside "How to connect"
Connected apps — letting an AI assistant read your data
Open the guide from the reveal sheet and your token is already in the snippets
On the "Token Created" / "สร้างโทเคนแล้ว" sheet, tap "How to connect" / "วิธีเชื่อมต่อ" before you tap "Done"
Settings and your data
Promote Settings onto the bottom bar
More → the slider icon in the nav bar ("Edit Tabs" / "แก้ไขแท็บ") → the green + next to Settings
Settings and your data
⌘N logs a transaction from anywhere — even from inside Settings
With a hardware keyboard attached, press ⌘N
Settings and your data
A failed sync gives you a "Report a Problem" button on the spot
When a red sync error is showing in Settings → "Data", tap "Report a Problem" / "รายงานปัญหา" beneath it
Settings and your data
Exporting works in Airplane Mode — and from the blocked update screen
Turn on Airplane Mode, then Settings → Export. Or, if the app ever shows the full-screen update/maintenance takeover, tap "Export My Data (CSV)" / "ส่งออกข้อมูลของฉัน (CSV)" on it
Settings and your data
Groups and Shop have a one-tap shortcut into the consent screen
Open Groups (or Shop) without cloud-sync consent, then tap "Open Privacy Settings" / "เปิดการตั้งค่าความเป็นส่วนตัว"
Settings and your data
You can select and copy any line of the legal documents
Settings → About → Privacy Policy (or Terms & Conditions, or the privacy notice) → long-press a paragraph and drag the handles
Settings and your data
See exactly what the feedback form attaches, before you send
Scroll to the bottom of the feedback form
Settings and your data
Two URLs open Settings screens directly
Open budgie://whats-new or budgie://feature-votes
Settings and your data
Pull down on the vote board to refresh it
Settings → Vote on What's Next → pull down on the list
Settings and your data
The Siri tip in Settings never comes back once you close it
The ✕ on the Siri tip under Settings → "Siri & Shortcuts" / "Siri และคำสั่งลัด"