Deep Pocket (Sandbox)
Family-First Financial Platform + Group Expense Sharing

Manage your personal, family, and group finances

The complete financial platform for individuals, families, and groups. Track personal goals, share household finances, split group expenses with friends, family and others.

Bank-level security
Group expense splitting
Privacy controls

How Deep Pocket Works for You

Whether you're managing solo, as a family, or splitting expenses with groups, we've got you covered with comprehensive financial tools.

1. Start Personal or Household

Begin with personal financial tracking or create a household. Invite family members when ready, with full control over what you share.

Setup OptionsChoose One
Solo Account
Family Household

๐Ÿ’ก You can always upgrade to family mode later

2. Connect & Organize

Link accounts and classify them as personal (private) or household (shared). Set personal goals alongside family objectives.

Account ClassificationAuto-Suggest
Chase Checking๐Ÿ‘ฅ Shared
401k Account๐Ÿ”’ Private
Savings Goal๐ŸŽฏ Personal

๐Ÿ”„ Settings can be changed anytime

3. Create Groups & Split Expenses

Create multiple groups for different occasions - vacation with friends, roommate expenses, or event planning. Share expenses fairly with automatic splitting.

Active Groups3 Groups
Roommates4 members
Vegas Trip6 members
Study Group3 members

๐Ÿ’ฐ Auto-split from your bank transactions

Group Expense Management Made Simple

Create Groups

Set up groups for different occasions and invite members

Add Expenses

Select transactions from your bank account or add manual expenses

Document & Split

Upload receipts, add notes, and split amounts among group members

Settle Balances

Track who owes what and settle balances when convenient

See Your Financial Journey in Action

Personal Dashboard Sample

$47,250
Net Worth
+$2,150
Monthly Savings
Monthly Budget$890 under
Investment Performance+8.4% YTD
Group Expenses3 active groups

Group Expenses Sample

$1,240
Total Group Expenses
$310
You Owe
Vacation Group$156 owed to you
Roommates$89 you owe
Pending Settlements2 groups

๐Ÿ”„ Switch between personal, family, and group views instantly โ€ข ๐Ÿ”’ Control privacy settings โ€ข ๐Ÿ“Š Get insights across all your financial activities

Personal finance meets family finance meets group expenses

From individual retirement planning to family vacation funds to splitting dinner bills with friends - manage every aspect of your financial life in one place.

Personal & Household Accounts

Keep your personal 401k, individual investments, and side income private while sharing joint accounts and family expenses with your household.

Personal 401k๐Ÿ”’ Private
Joint Checking๐Ÿ‘ฅ Shared
Side Business๐Ÿ”’ Private

Multiple Group Management

Create unlimited groups for different purposes - roommates, vacation planning, event organizing, or any shared expense situation with friends or colleagues.

Roommate Expenses4 members
Vacation Group6 members
Event Planning8 members

Individual & Family Goals

Track personal goals like retirement savings and career development alongside family objectives like vacation funds and kids' education.

Retirement Fund67%
Family Vacation45%

Smart Expense Splitting

Select any transaction from your connected bank account and instantly split it among group members. Upload receipts, add notes, and track settlements automatically.

Restaurant Bill$120 รท 4 = $30 each
Grocery Shopping$85 รท 3 = $28.33 each
Receipt attached โ€ข Notes added

Smart Budgeting

Create personal budgets for individual expenses, household budgets for shared costs, and track group spending across all your circles.

Personal Budget$2,400 left
Household Budget$890 left
Group Expenses$156 this month
๐Ÿ’ก You're spending 15% less than last month

Rich Transaction Documentation

Add photos of receipts, detailed notes, and context to any expense. Perfect for keeping track of shared meals, group purchases, and travel expenses.

Receipt photo attached
"Dinner at Mario's - Sarah's birthday"
Split among 6 group members

Personal Financial Growth

Access personalized insights for your individual financial health while learning from family financial decisions and managing group expenses efficiently.

+12%
Net worth growth this year
Credit Score: 780Emergency Fund: 6 months

Flexible Privacy & Control

Control what family members see, manage group permissions, and keep personal finances private while participating in shared expenses seamlessly.

Salary transactions
Hidden
Group dinner split
Group only
Investment gains
Family shared
You control visibility across all contexts

Complete Investment Picture

Monitor your personal portfolio performance, track individual stock picks, and see how your investments contribute to overall family wealth while managing group expenses separately.

$47.2K
Portfolio Value
+8.4%
YTD Return
Top holding: VTSAX (23%)

Group Expense Management Features

Unlimited Groups

Create separate groups for roommates, friends, travel, events, and any shared expense scenario.

Bank Integration

Select any transaction from your connected bank account and instantly add it to group expenses.

Receipt Upload

Attach photos of receipts and invoices to any expense for complete documentation and transparency.

Flexible Settlement

Track balances and settle payments on your own schedule with convenient payment tracking.

Designed for every individual, family member, and friend group

Whether you're flying solo, part of a household, or splitting expenses with friends, everyone gets the right level of access and control for their financial journey.

Individual User

Start your personal financial journey with complete privacy and control

  • Personal financial tracking
  • Individual goals & budgets
  • Private account management
  • Investment portfolio tracking
  • Group expense participation
Sample DashboardPersonal View
Net Worth$87,340
Monthly Savings$2,150
Group Expenses3 active groups
๐Ÿ‘ฅ

Spouse/Partner

Build wealth together while maintaining individual financial independence

  • Personal + household access
  • Joint goal setting
  • Shared budget management
  • Combined financial planning
  • Separate group expenses
Family DashboardHousehold View
Combined Net Worth$164,280
Joint Savings Rate32%
Shared Goals6 active

Group Member

Participate in multiple expense groups with friends, roommates, and colleagues

  • Join multiple expense groups
  • Add & split shared expenses
  • Upload receipts & add notes
  • Track balances & settlements
  • Manage group permissions
Group SummaryMulti-Group View
Active Groups4 groups
You Owe$142
Owed to You$89

Privacy Controls That Adapt to Every Relationship

Start solo and seamlessly transition to joint financial management, or participate in group expenses while keeping personal finances private.

Individual Mode

All accounts and goals remain completely private

Selective Sharing

Choose which accounts and goals to share with family

Group Participation

Share expenses with friends while keeping personal finances private

๐Ÿ‘ฅ

Full Partnership

Complete transparency with joint financial planning

Ready to take control of your financial future?

Whether you're starting your personal financial journey, building wealth as a family, or splitting expenses with friends - Deep Pocket grows with your needs and goals.

Free to start โ€ข Bank-level security โ€ข Personal, family & group ready