The Newbie’s Guide to PocketGuard
How to use PocketGuard? Step 1: Connect accounts and set up recurring payments 💰 First of all, you need to connect your checking, credit, and savings accounts, as this is what makes
Stop guessing and start saving. PocketGuard links your accounts to track spending, optimize bills, and find money you didn’t know you had
Trusted by budgeters:
EVERYTHING IN ONE PLACE
Track your expenses, create a personalized, realistic budget, know what’s safe to spend, pay off debts, set goals, and find more money to save or invest. PocketGuard is an all-in-one money management platform that brings together everything you need to control your personal finances. Available on web, iOS, and Android.
TRACK
01
Connect your accounts and automatically organize your income, spending, bills, debts, savings, and investments.
BUDGET
02
Set flexible limits with our budgeting tools and always know what’s safe to spend after bills, debt payments, savings, and goals.
SAVE
03
Cut unnecessary expenses and use the money you free up to pay off debts faster, save more or invest.
PLAN
04
Plan upcoming expenses, track your goals, and decide how much money you can save or invest.
You always know how much money you have left to spend after budgeting for necessities.
Build and customize the plan that works for you. Zero-based, category or envelope style budgeting – PocketGuard is the budget app that offers flexibility to meet your needs.
See where your spending is headed. Pace uses your spending history and current habits to forecast how much you’ll have left at the end of the month. Spot potential overspending early and adjust while there’s still time.
Start your day with a quick look at your spending line, pending refunds, upcoming bills, or subscriptions. See, compare, act!
Set rules to automatically categorize purchases, rename merchants, add tags, or exclude transactions from your budget. Set it up once. Let your rules handle the rest.
Not every month goes to plan.
Unspent money adds to next month’s category budget. Overspending reduces it. Keep track of where you stand, month after month.
Catch recurring charges before they renew and cancel the subscriptions you forgot about.
Create realistic, achievable goals that fit your budget. Track your progress automatically with our finance planner and stay motivated.
Build a personalized debt payoff strategy based on your budget, compare different approaches, and see exactly when you'll become debt-free.
See all transactions from all of your financial institutions in one list. Easily filter and bulk edit transactions in our simple budget app.
Whether you like strict rules or total freedom, PocketGuard meets your needs. Build your budget based on a proven method, adapt it, or create your own.
Build your own system from scratch. Name your categories, set unique limits, and budget the way your brain works.
Give every dollar a job – create a proactive plan for your spending. Income minus expenses equals zero, so nothing slips through the cracks.
Split income into needs, wants, and savings. PocketGuard helps you stay within your limits and predicts if you're going over.
Set limits on how much you can spend in each category. Stay disciplined and avoid overspending.
SYNC EVERYWHERE
Web, iOS, Apple Watch, Android – PocketGuard keeps your budget synced wherever you check in. One tap and you know exactly what's safe to spend.
Everyone is talking about PocketGuard. People like you in the US, Canada, and the UK use our money app to track their finances. We’ve helped more than 1,700,000 people get better with their money. They save more and take greater control of their finances. We can’t wait to do the same for you!
SYNCING
United States
Canada
United Kingdom
PocketGuard syncs with multiple financial data providers – more than other apps – to connect with 20,000+ institutions across the US, Canada, and the UK, and keep them updated in real time.
Simplify your finances, track every dollar, and reach your savings goals faster with bank-grade security.
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