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.

Best Budgeting Apps Of 2026

“Our testing found that PocketGuard is the best budgeting app for tracking spending, earning a 4.5-star rating from our research team. PocketGuard makes it easy for users to analyze their spending habits through custom reports and allows them to create a fully customized budget and a personalized debt payoff schedule.”

The Best Budget Apps for 2026

“PocketGuard, for a budget snapshot
Consider downloading this app if you:
Want a relatively hands-off budgeting experience.
Are looking to see how much money is leftover at the end of each month.
Want to track spending, net worth and subscriptions in a single app.”

“My best financial tracking app
One of the most comfortable financial tracking app that I've ever used. It's really easy to use and it has all functions that you might need. Thank you!”

Best Budgeting Apps of 2026

“What we like: PocketGuard connects to your financial accounts and keeps track of your transactions and bills. Then, it gives you a snapshot of how much you have available to spend based on your income, past and upcoming bills, and the money you've budgeted for spending and savings goals.”

“This is the best budgeting app I've ever used. The visualization and automated categorization of transactions is exactly what I've been looking for. Customer service has been very responsive and the team is constantly making updates/improvements.”

“Must have
Have been using PocketGuard for more than a year and I am completely delighted with it. I use several finance tracker apps simultaneously and PocketGuard is definitely on top.”

“Good money tracker in general. This app helped me to add my subscriptions, and now I seeing where is problem.”

“Best personal finance app
Love PocketGuard and will continue to use for my personal finance management.”

“Best (mostly) automated budget app I have found thus far. The price is fair compared to other options that don't even work as well.”

Improve your life using smart budgeting tools

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