Your Personal AI Assistant, Enhanced billing option, and more.

New AI support agent – Quantra

We’ve added the option to chat with an AI agent (“Quantra”) if you want an immediate response. This works well for basic requests, but is less helpful for more complex questions. We are continuing to train the AI and it’s getting better over time. You can always contact our Support team directly without chatting with the bot.

More information can be found here.

Billing

We have added the ability to easily check your subscription status directly within the app. View details such as your subscription cost, billing frequency, and upcoming payment dates — all conveniently accessible in one place. Plus, managing your subscription is now seamless, whether you initially purchased through our web app or use PocketGuard on your mobile device.

Rollover Budgets – part 1/3

We have redesigned category details and improved our bar charts. This was the first part of creating a big “Rollover Budgets” feature. We expect to finish working on this feature by the middle of August.

Other improvements

• Added our Reddit community to the “Help & Support” section.
• Added the “What’s new” section with the most recent updates to the Sidebar menu. 
• Stability tweaks and overall app speed improvements.

What’s coming next

Here’s what is currently in progress:

• Rollover Budgets – parts 2 and 3 (final).
• Apple Card integration to sync Apple Cash, Card, and Savings in real-time.
• Better coverage for financial institutions.
• Adding more providers to subscription cancellation.
• Merchant & Hashtag details redesign.