What a trip is
A trip is a named date range — Japan, 10–16 June — that you tag transactions into, so one journey's spending sits in one place instead of scattered through the month. Both endpoints count, so a one-day trip is one day.
Travel breaks a plain total in two places: flights and hotels are usually paid weeks before you leave, and a card charge can land after you get home. So a trip splits its spend three ways — booked ahead, on the trip, settled after — purely by each transaction's own date, and reads the daily pace off the on-the-ground block only.
A trip also handles "I paid for the whole table". You record the full amount that left your account plus your own share; the trip counts your share, while your balance and your budgets keep counting the full amount.
- Every trip figure counts expenses only. Income tagged to a trip — a refund, say — is listed but never changes the total.
- A trip's budget is not your monthly budget. A trip expense still counts toward your normal cycle budget and Safe-to-Spend exactly as it would untagged.
- Trip screens do not apply the personal-versus-Shop split that Summary and Insights use — every tagged expense counts, whichever side it came from.
- Summary figures on a trip are shown in whole baht. The rows inside the trip's own transaction list keep their satang.
The Trips hub
Trips lives one level in: tap "More" / "เพิ่มเติม" in the tab bar, then "Trips" / "ทริป" (the suitcase). On iPad it is in the sidebar with every other tab. The hub lists every trip you have made — active first, then upcoming, then past — with a cover thumbnail, a status pill, the dates, the day count and what it has cost.
- Inside active and upcoming, the soonest start comes first; past trips are listed most-recently-ended first. The order is always computed — you cannot drag a trip up the list.
- The right-hand figure is what the trip has cost. A budgeted trip adds a second line: "%@ left" / "เหลือ %@", or "Over" / "เกิน" in expense red once spend passes the target.
- At accessibility text sizes the cover thumbnail is dropped and the name stacks above the pill, so the trip's name gets the width instead of being squeezed.
- At regular width — an iPad — the same trips render as cover cards in a grid instead of a list; how many columns depends on the canvas width.
- With nothing created yet you get "No Trips Yet" / "ยังไม่มีทริป" and a reminder that saving up in advance is a Pocket's job, not a trip's.
- Pull down on the hub — or on a trip's own screen — to force a real sync. The spinner holds until the push-then-pull round has actually finished, so what you are looking at is what the server has.
Creating, editing and deleting a trip
- Trips hub → "+" in the nav bar ("Add Trip" / "เพิ่มทริป"). The "New Trip" / "ทริปใหม่" sheet opens.
- Name it under "Trip Name" / "ชื่อทริป".
- Set "Start Date" / "วันที่เริ่ม" and "End Date" / "วันสิ้นสุด" under "Dates" / "ช่วงเวลา".
- Optionally set a target in "Trip Budget (THB)" / "งบทริป (บาท)", add "Notes" / "โน้ต", and tap "Choose Photos" / "เลือกรูป" under "Cover Photos" / "รูปปก".
- Tap "Save" / "บันทึก".
- To change anything later, open the trip and tap "Edit" / "แก้ไข" at the top right. In edit mode Save stays greyed out until you actually change something, and once you have, swipe-down-to-dismiss is blocked so a stray drag cannot drop your edit.
- Adding or removing photos alone does not re-stamp the trip's name, dates or budget, so a photo edit here cannot overwrite a name change you made on another device.
- Each photo is downscaled to a 2048 px long edge at JPEG quality around 0.8 and capped at roughly 2 MB. A photo that is undecodable, or still over the cap after compression, is silently skipped — it never appears in the strip at all, and nothing tells you why.
- Photo order is the order you added them and there is no drag to reorder — to change it, remove a photo and add it again. On a new device the gallery shows grey placeholders until the images finish downloading.
- If a save fails, the sheet stays open with your edit intact and an alert reads "Couldn't Save" / "บันทึกไม่สำเร็จ".
Getting spending into a trip
Nothing joins a trip by itself. There are three ways in: tag a transaction while you log it, backfill a batch from inside the trip, or send a group bill's expense into a trip as you split it.
- Open any transaction form — the + button, tapping an existing transaction, or the receipt-scan confirm screen.
- On a fresh manual add, tap "More details" / "รายละเอียดเพิ่มเติม" to reveal the advanced fields. When you are editing, duplicating, or confirming a scan, they are already open.
- Under "Trip" / "ทริป" pick a trip, or "None" / "ไม่ระบุ". Trips are listed active, then upcoming, then past.
- Save.
- To backfill a trip after the fact, open it and tap "Add transactions to trip" / "เพิ่มรายการเข้าทริป".
- The "Add to Trip" / "เพิ่มเข้าทริป" list is pre-filtered to the trip's own dates. Turn "Only this trip's dates" / "เฉพาะช่วงทริป" off to browse your whole ledger.
- Tap rows to tick them. Both expenses and income are offered; transactions already in this trip are not shown.
- Tap "Add" / "เพิ่ม" — it stays disabled until at least one row is ticked.
- A group bill can go into a trip in the same step: More → "Groups" / "กลุ่ม" → open a group → add a bill → the "Trip" / "ทริป" section. It only shows when the log toggle — "Log what I paid as an expense" / "บันทึกยอดที่จ่ายไปเป็นรายจ่าย" as payer, or "Log my share as an expense" / "บันทึกส่วนของฉันเป็นรายจ่าย" otherwise — is on, and you have at least one trip.
- That bridge is create-only. Opening an existing bill to edit it forces the log toggle off, so editing a bill never re-logs or re-tags anything.
- In a group bill the suggestion chip matches against today's date, not the bill's date — if a trip is running today, "In trip %@ — tag it?" / "อยู่ในช่วงทริป %@ — แท็กเลยมั้ย" appears.
- The trip tag syncs. Tagging, untagging or moving a transaction between trips reaches your other devices.
Reading the trip screen
The header carries the status pill, the dates, your notes, and — while the trip is running — "Day %lld of %lld" / "วันที่ %lld จาก %lld". Below it, the "Total spend" / "ใช้จ่ายรวม" section answers the two questions that matter: what has this cost, and what is it costing me per day.
- Under "Spending by day" / "รายจ่ายรายวัน" a bar chart plots one bar per trip day, with today's bar tinted brighter than the rest.
- Only on-trip days are plotted. The booked-ahead block is deliberately left out so one ฿40,000 flight cannot flatten every real bar into nothing.
- Days you spent nothing stay in the chart as gaps rather than being squeezed out, and the whole section is hidden when nothing at all was spent on the ground.
- The chart has no tap, scrub or long-press. With VoiceOver it reads one sentence — the number of days, the total, and which day was highest.
"Spending by category" / "แยกตามหมวด" ranks the trip's categories largest first with each one's share of the total. Subcategories fold into their parent, income is left out, and anything without a category is grouped as "Uncategorized" / "ไม่มีหมวด". A real but tiny share reads "<1%" rather than 0%.
- The "Transactions" / "รายการ" section at the bottom lists everything tagged to the trip, newest first. Tapping a row opens that transaction for editing.
- That list includes income; the totals above it do not. A refund tagged to the trip is visible here but never lowers the trip's cost.
- With nothing tagged yet it reads "No transactions in this trip yet." / "ยังไม่มีรายการในทริปนี้"
The budget and the daily allowance
A total tells you what happened. A budget turns it into something you can act on mid-trip: give the trip a target and the app converts what is left into what you can spend per remaining day — the one number that changes what you order tonight.
- The days remaining include today — you can still spend on the day you are standing in. Before the trip starts that is the whole trip; once it is over it is zero, and the allowance disappears.
- The allowance never goes negative. It floors at zero and lets the red label carry the bad news, so you are not asked to spend a negative amount a day.
- The bar turns amber at 80% of the budget and red only once spend passes it. Landing exactly on the budget is not over budget.
- There are no per-category budgets inside a trip. A trip's target is one figure for the whole trip.
- With no target set, none of this appears — no bar, no left-to-spend, no allowance. The trip shows its plain total, which is a perfectly good way to use a trip.
The trip recap
When a trip is over — or halfway through — the recap is the one screen that answers what everyone asks: what did it cost, and what was that per day. It is built to leave the app as an image.
- Open the trip and tap "See trip recap" / "ดูสรุปทริป". The row only exists once the trip has spent something.
- Read the card: the trip name and dates, "Total" / "รวมทั้งหมด" and "Per day on the trip" / "เฉลี่ยวันละระหว่างทริป", the prepaid lines when they apply, and for a budgeted trip "Budget" / "งบประมาณ" and "Planned per day" / "แผนไว้วันละ".
- Scroll on for "Spending by day" / "รายจ่ายรายวัน" and the full category list, "Where it went" / "เงินไปไหนบ้าง".
- Tap "Share" / "แชร์" at the top right for a system share sheet carrying the rendered image, or "Done" / "เสร็จ" to close.
- The per-day figure in the recap is the on-trip rate, not the total divided by the days. Dividing a total that contains a ฿40,000 flight by seven days would describe no day of the trip.
- The colour bar and its legend show the five largest categories only — enough to read the shape of the trip. The list below it still shows every category.
- The recap always uses the "All" / "ทั้งหมด" scope. Unlike the trip screen it has no on-trip lens for its category list.
- The shared image is rendered 640 pt wide at double scale or better and carries the "Pocketbird" wordmark so it explains itself in a chat. That wordmark is not shown inside the app.
- The shared image contains no chart — text and proportional bars survive scaling and screenshot compression better than a plotted chart does.
Where trips show up elsewhere
- The "Pocketbird Trip" / "Pocketbird ทริป" Home Screen widget shows the trip you are on: "Left per day" / "เหลือใช้วันละ" for a budgeted trip, "Over budget" / "เกินงบ" once you pass the target, or "Trip spend" / "ใช้ในทริป" when there is no budget — with "Day %lld of %lld" / "วันที่ %lld จาก %lld" underneath. Small size only; tapping it opens that trip, not the list.
- While a trip is running, a card appears in the "Highlights" / "ไฮไลต์" feed on Summary → "Insights" / "ข้อมูลเชิงลึก" — the day you are on, what is left and roughly what you can spend a day, or an amber warning when you are over. Tapping it jumps straight into that trip.
- Only one active-trip card is ever shown. When trips overlap, the one ending soonest wins — it has the least room left to correct course — and the feed itself is capped at four cards, so a real alert can still outrank it.
- When the app spots at least three untagged travel-looking expenses within a ten-day window over the last sixty days, the same feed offers "Track this as a trip?" / "บันทึกเป็นทริปไหม?". It matches words like flight, hotel, agoda, โรงแรม and ตั๋วเครื่องบิน in a note or category name; generic words like "travel" are excluded on purpose, and the card retires itself as soon as a real trip covers those dates.
- The "Add Transaction" / "เพิ่มรายการ" App Intent takes an optional "Trip" / "ทริป" parameter, so a Shortcut can file a capture straight into a trip. There is no spoken trip phrase — the trip is something you set in Shortcuts or that Siri asks you for. Captures made this way are flagged for checking and land in "To Review" / "รอตรวจสอบ", and a Shortcut pointing at a trip you have since deleted saves the transaction untagged rather than failing.
- Ask Pocketbird can answer trip questions — what a trip cost, whether you are over budget on it, how much you can spend per day.
- Exports carry the trip: the cycle CSV ends with a trip column holding the trip's name (using the full amount, not your share), and the full data export carries the trip name, the recorded share and a trips list with dates, notes and budget. Cover photos are never in an export — they come back by signing in with cloud sync on.
- Trips sync: name, dates, notes, budget, which transactions belong to them, your recorded share, and the cover photos. Cloud sync only runs with your consent — with it off, trips and their photos stay on the device. When two devices edit the same trip, the more recently edited version wins.
- A connected AI assistant can list your trips and file transactions into them, but it only ever sees a trip's id, name and two dates — never the budget, notes, photos or spend — and there is no tool for it to create, rename or delete a trip. Both reading and writing need their own consent, and both ship off.