Features
- PaceMonitor your money flow speed in real time to stay ahead of overspending
- Plan Tab ReviewAccess a month-end snapshot of your Plan to understand financial habits clearly
- Transaction RulesAuto-organize and customize your finances in seconds to reclaim your time
- Cancel SubscriptionsFind unwanted subscriptions you would like to cancel and save your money
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- Spending InsightsAnalyze your tracked spending data to better adjust your budget
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- TransactionsSee all transactions from all of your financial institutions in one list
- LeftoverAlways know how much spending money you have after budgeting for necessities
- Lower Your BillsNegotiate better rates for your cell phone or cable bills with Billshark
- Cash FlowTrack your profit or deficit by analyzing your recurring and variable expenses
Resources
- Get Started RightSet up your account by following simple steps and recommendations
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- NotificationsGet weekly reports and alerts for fees, upcoming bills, and budget progress
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- For CoachingCollaborate with your clients using PocketGuard Advisor platform
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Home > Help Center > Overview > Security > What are the benefits of linking accounts in PocketGuard?

What are the benefits of linking accounts in PocketGuard?

March 23, 2026

Here’s what PocketGuard offers once you link your bank accounts:

pulling transactions and account balances directly from your financial institutions;
tracking recurring transactions (bills & income);
analyzing and notifying how much you’ve spent in unbudgeted categories;
up-to-date transaction history and account balances;
finding active subscriptions you may have forgotten about;
finding bills in order to negotiate better prices on your behalf;
spending reports and insights.

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