PocketGuard Roadmap

We’ve decided to make the PocketGuard Roadmap visible to our customers to bring a clear picture of our plans and future improvements. We find these improvements top value for our audience to meet their budgeting needs and solve main pain points. So, here’s the list:

1. Move from Mint to PocketGuard in a few clicks
   Status: Done
   What: Mint switchers will be able to attach their Mint export file, so we can import all the transaction history applying correct categorization, notes, and other details. After that, Mint switchers would be able to select a bank account(s) to pair their transaction history based on what PocketGuard identified. This journey would take seconds and download your full transaction history directly to bank accounts.
2. Rollover Budgets
   Status: In progress
   What: PocketGuard customers would be able to apply the “rollover” function to their category budgets to move unused / overspent money to the next month. Their “IN MY POCKET” calculation would be also automatically updated including budget rollovers.
3. Transaction rules
   Status: To do
   What: PocketGuard customers would be able to create customized transaction rules and tell PocketGuard how exactly they would like to categorize their transactions. As a result, PocketGuard would automatically update such current and upcoming transactions based on the Merchant, Payee, Account, Amount, Category, etc. This feature will automate the overall process of categorizing transactions and save tons of personal time.
4. Edit multiple
   Status: To do
   What: PocketGuard customers would be able to edit multiple transactions at once. This feature will save you a lot of time and reduce manual effort while categorizing your transactions.
5. Shared household
   Status: To do
   What: PocketGuard customers would be able to invite a collaborator into their budget and set roles, such as Viewer or Editor to share their household budget for different purposes. The invited members would get their login details for the shared view based on the access provided by the Group Manager.

We’re exploring a bunch of ways to improve budgeting in PocketGuard to better support all of the unique ways people think about their money. More to come. Stay tuned so you won’t miss important updates.

P.S: feel free to share any feedback and details regarding the upcoming updates at [email protected]