- Features
- Money Management
- BudgetingFlexible budgeting tools, custom categories and rollovers to stay on track
- Financial GoalsSet a goal to make sure it is achievable and fits your budget using SMART
- PaceMonitor your money flow speed in real time to stay ahead of overspending
- Monthly Expense TrackerAccess a month-end snapshot of your Plan to understand financial habits clearly
- Leftover MoneyAlways know how much spending money you have after budgeting for necessities
- Net Worth TrackerUse several data connectors to track your net worth
- Expense Tracking
- TransactionsSee all transactions from all of your financial institutions in one list
- Spending InsightsAnalyze your tracked spending data to better adjust your budget
- Cash Flow TrackerTrack your profit or deficit by analyzing your recurring and variable expenses
- Transaction RulesAuto-organize and customize your finances in seconds to reclaim your time
- Debt & Bills
- Debt Payoff PlannerYour personal payoff schedule based on the strategy and budget
- RecurringManage all your bills and subscriptions in one place
- Cancel SubscriptionsFind unwanted subscriptions you would like to cancel and save your money
- Lower Your BillsNegotiate better rates for your cell phone or cable bills with Billshark
- Money Management
- Calculators
- Budget CalculatorPlay around with your budget numbers to understand where your money is going
- Debt Payoff CalculatorEnter your debt details to calculate an optimal payoff plan tailored to your needs
- 50-30-20 CalculatorSplit your income into needs, wants, and savings with the proven 50/30/20 rule
- Auto Loan CalculatorEstimate your monthly car payment and total financing costs
- Boat Loan CalculatorCalculate what your dream boat will really cost with interest and fees included
- Construction Loan CalculatorEstimate construction costs, draws, and interest for your building project
- HELOC Loan CalculatorEstimate your available home equity credit and monthly payments before applying
- Land Loan CalculatorSee how land purchase costs stack up with interest rates and loan terms factored in
- Motorcycle Loan CalculatorUnderstand the true cost of bike ownership before financing your next ride
- Payment Loan CalculatorQuickly estimate monthly payments and total interest for any personal loan
- Rent Affordability CalculatorDetermine affordable rent based on your income and savings goals
- Student Loan CalculatorEstimate your monthly student loan payments and see your total repayment timeline
- Learning
- PFM CourseLearn more about personal finance, from budgeting mistakes to debt management
- For TeachingUse PocketGuard to help your clients to reach their financial goals
- For CoachingCollaborate with your clients using PocketGuard Advisor platform
- Resources
- Get Started RightSet up your account by following simple steps and recommendations
- Help CenterFind out more info about how to use PocketGuard and how it works
- SecurityLearn more about security measures and your data protection
- NotificationsGet weekly reports and alerts for fees, upcoming bills, and budget progress
- BlogRead articles on personal finance, savings tips, and more
- What’s NewCheck back here for the latest updates to PocketGuard
- AboutLearn more about who we are, our mission, and what we value
- For Business
- API IntegrationIntegrate PocketGuard to enhance user retention and engagement
- Affiliate ProgramBecome our partner and earn more money by acquire more people to PocketGuard
- White LabelGet your budgeting app powered by PocketGuard to improve your business
- Pricing
