How to get started right with PocketGuard

Connect all your bank accounts

Choose over 18K financial institutions to sync your data in real-time. Connect your checking, credit, and savings accounts to get the full picture of your finances.

Set up your monthly income

Your monthly budget depends on your income. That's why it is crucial to include all your paychecks and bonuses, so we can calculate the leftover.

Add your recurring expenses

Recurring payments are a huge part of your budget. Once you connect bank accounts, the app automatically identifies subscriptions that you can cancel anytime.

Set up spending categories

Category budgets may come in handy when you want to set enough money for essentials, like food or transportation.

To create a budget, you will need to allocate a portion of money from your income. Thus you can even create a zero-based budget and give every dollar a job.

Set up your financial goals

Expense tracking is just a part of the story. Personal finance is made of financial goals. Set up your savings goal using the SMART framework.

Create your monthly plan

You can create as many sections as you need and categorize your bills and budgets under the purpose. Here’s the place where you can set up any budgeting technique or adjust your budget the way you want.