Features
- Net WorthUse several data connectors to track your net worth
- BudgetingFlexible budgeting tools, custom categories and rollovers to stay on track
- RecurringManage all your paychecks, bills and subscriptions in one place
- Debt Payoff PlanYour personal payoff schedule based on the strategy and budget
- Spending InsightsAnalyze your tracked spending data to better adjust your budget
- PFM CourseLearn more about personal finance, from budgeting mistakes to debt management
- Financial GoalsSet a goal to make sure it is achievable and fits your budget using SMART
- 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
- Cancel SubscriptionsFind unwanted subscriptions you would like to cancel and save your money
- 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
- Budget CalculatorPlay around with your budget numbers to understand where your money is going
- SecurityLearn more about security measures and your data protection
- Debt Payoff CalculatorEnter your debt details to calculate an optimal payoff plan tailored to your needs
- NotificationsGet weekly reports and alerts for fees, upcoming bills, and budget progress
Solutions
- For CoachingCollaborate with your clients using PocketGuard Advisor platform
- PocketGuard APIIntegrate PocketGuard to enhance user retention and engagement
- White LabelGet your budgeting app powered by PocketGuard to improve your business
- Affiliate ProgramBecome our partner and earn more money by acquire more people to PocketGuard
Company
- What’s NewCheck back here for the latest updates to PocketGuard
- BlogRead articles on personal finance, savings tips, and more
- AboutLearn more about who we are, our mission, and what we value
- Help CenterFind out more info about how to use PocketGuard and how it works
Pricing

Home > NEW > Rollover budget feature

Rollover budget feature

Oct 29, 2024

We’re excited to announce the launch of the final part of the rollover budget feature! Now, managing your spending is easier than ever. Any unused portion of your budget from one month will automatically roll over to the next, giving you the flexibility to plan your finances more effectively. You no longer have to worry about overspending or unused funds — PocketGuard handles it all for you.

For more details on how to make the most of this feature, click here.

Enhanced Financial Institution Coverage, and Other Improvements!

Oct 29, 2024

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