Overview
View past months in the Plan tab to see how your budget actually ended, including your income, spending, and leftover.
How do I view a previous month in PocketGuard?
To view a past month:
- Go to the Plan tab
- Tap the current month at the top of the screen
- Select a previous month from the month picker
The Plan tab will load a snapshot of your budget exactly as it looked at the end of that month.
The earliest available month is based on your oldest transaction.
For example, if your first transaction is from June 2024, that will be the first month you can review.
Note: You can view only one month at a time. Custom date ranges and multi-month comparisons are not currently supported.
What information can I see for past months?
When viewing a previous month, the Plan Tab displays the final state of all components for that month: income, bills, category budgets, leftover amounts, and other key indicators.
This snapshot reflects the exact outcome of your financial activity for the selected month.
Can I edit past months?
Past months are shown in a read-only mode, so editing isn’t available there. You won’t be able to create or adjust budgets, bills, goals, or other Plan Tab items, and navigation into their detailed views is also limited. This view is designed to help you review historical data without making changes to it.
Historical vs. Defined: What’s the Difference?
Depending on the month you’re viewing, your data may appear in one of two formats: the Defined Model, which shows an exact snapshot based on the plan data we’ve stored since this feature became available, or the Historical Model, which reconstructs earlier months using your transaction history to give you an informed overview of your past financial activity.
Can I compare multiple months at once?
No, PocketGuard currently allows you to view only one month at a time.
How to return to the current month
To go back to the current month:
- Open the month picker
- Tap Reset
You’ll return to your current Plan tab view.