Put sorting your money on autopilot

Say goodbye to messy expense tracking. Transaction Rules customize spending and organize finances, taking all the hassle out of life. Your budget, your rules — literally!

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Set up the smart rules once - the app handles the rest

Transaction Rules turn budgeting into a simple, clear, and enjoyable habit. They work quietly behind the scenes, saving you time so you can focus on what matters most.

Auto-rename & auto-categorize transactions effortlessly

No more chaotic, mystery charges or guessing — transactions show up with crystal-clear, consistent names and land in the right categories.

Establish smart criteria that do the work

Set flexible conditions by merchant, amount, category, or account to separate different transactions from the same merchant or one-time payments from recurring bills.

Total control over the rules is on tap

Manage all your rules exactly how you prefer. Create, edit, or delete them anytime, directly in the app.

Add hashtags or exclude transactions automatically

Label specific records with hashtags for quick reference or mark them as “Don’t count” so they're hidden from your budget calculations.

Apply changes across past and future transactions

Choose to update only new, incoming entries or your entire transaction history. Rules operate instantly, keeping things in order.

Improve your life using budgeting

PocketGuard is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using PocketGuard to achieve financial peace and security.

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