Comprehensive solution for financial coaching

PocketGuard helps financial coaches to be more productive and communicate with their customers effectively. Use PocketGuard to help your clients to reach their financial goals.

Stop asking your clients to send you a spreadsheet

Request access to their PocketGuard account and get the essential information to make your service fast and great. 

Your platform

Client account

What’s in the box?

All transactions in one place

Review your client’s account balances. Export transactions to CSV to bring it into your spreadsheets.

Financial health analysis

Analyze client’s Net Worth and Cash flow. Create custom spending reports with #hashtags.

SMART goals planning

Track your client’s goal progress. Assist in setting up achievable goals that fit a monthly budget.

Spending insights

See which categories or merchants make the most of your clients monthly spending on the pie-chart.

Budget constructor

Help your clients create a personalized budget they can easily follow, covering all their essential needs.

Debt payoff plan

Train your client’s financial discipline. Create an optimal debt repayment strategy in PocketGuard.

Feel our value

4.7

12,000+ reviews

Everyone is talking about PocketGuard. Thousands of people in the US, UK and Canada use PocketGuard to budget and track their money.

“The app’s easy-to-use interface, accessible pricing structure, spending alerts and recommendations make it excellent for improving your finances. That’s why it earned a spot on Forbes Advisors’ Best Budgeting Apps.”

“Launched in 2014, PocketGuard is highly automated, which means it requires less time and effort than many competing apps do. You’ll be able to set up your account in just a few clicks, and in our testing, keeping the app up-to-date only took a few minutes a day.”

“PocketGuard has been a really helpful tool in understanding our family expenses. Syncing is smooth now and the categories and tracking are easy or manage. The extra functionality has been well worth it.”

“If you find yourself constantly spending too much, an app that helps you easily understand how much money can be spent without having to build up credit-card debt is key. PocketGuard’s In My Pocket feature is designed to do just that by keeping a tab on how much spending money you have available after accounting for bills and other monthly necessities.”

“Was bummed when mint went to credit karma and lost most of the budgeting features. Pocketguard has been a perfect replacement and very fairly priced for a lifetime sub”

“I’ve always been a Mint user but found PocketGuard and haven’t skipped a beat! Really like the functionality of this app with the best support team!”

“Been using this daily for the past few months. It’s changed the way that I think about and handle my money. Support has been super helpful, updates are frequent, and the app has an incredible feature set.”

“I have been using PocketGuard since 2020. I am able to keep track of everything. Awesome app.”

“I’ve used so many budgeting apps, and this is the first one that not only allowed me to understand my spending but also me to change my habits!! I swear by it.”

Improve your life using budgeting

PocketGuard is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using PocketGuard to achieve financial peace and security.

Request a Demo