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POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.TRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category. The app doesn't recognize my income or it's shown as expenses. My transactions are missing. I found duplicate transactions. Pending transactions don't clear.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
HOW TO ESCAPE PAYDAY LOAN DEBT IN THE BEST POSSIBLE WAYS Payday loans are the most disastrous of all debts. If you have the means, then counter the line I just said. I am going to list you several reasons, as of why they are something, you should never reallyaim to borrow.
POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.TRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category. The app doesn't recognize my income or it's shown as expenses. My transactions are missing. I found duplicate transactions. Pending transactions don't clear.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
HOW TO ESCAPE PAYDAY LOAN DEBT IN THE BEST POSSIBLE WAYS Payday loans are the most disastrous of all debts. If you have the means, then counter the line I just said. I am going to list you several reasons, as of why they are something, you should never reallyaim to borrow.
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET.POCKETGUARD
This is a blog of PocketGuard - a personal budgeting app that helps you track money and make better financial decisions. Guest posts on financial topics are welcomed here - please contact us at hello@pocketguard.com. POCKETGUARD PLUS OVERVIEW PocketGuard Plus is a membership that allows you to take more out of PocketGuard. To make a long story short, here are the features you get with Plus (more to come): Set a debt payoff plan; Create THE NEWBIE’S GUIDE TO POCKETGUARD Now your “In My Pocket” is ready. This feature is the jewel of PocketGuard. Its unique algorithm makes calculations based on your bills, income, savings goal, and ongoing expenses and shows how much money is leftover for everyday spending. You will find “In My Pocket” at the top of the Overview tab. Swipe it to see thespendable amount
IN MY POCKET
IN MY POCKET starts over on the 1st of each month and shows how much money you have for monthly or daily spending. NOTE: leftovers are not rolled over to the next month. In PocketGuard the leftover money is considered as savings. IMP = Estimated income - Upcoming bills - Goals - Debt payoff budget - Spending & Budgets. HOW DO I CONTACT SUPPORT? How do I contact support? Send your emails to support@pocketguard.com / hello@pocketguard.com or contact us from Settings > Contact Support whenever have any questions, suggestions or queries. We'll be standing by to help. Note: To ensure that you will always receive our emails and responses from the support team, it’s highly recommended that you add our email addresses to your address bookRECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. BILLS – POCKETGUARD Hi there! Thank you for reaching out. The "Upcoming Bills" section includes all your bills that you are going to pay for in the current month. Once the bill is paid, it will be still listed among the unpaid bills in the "Bills" section, however, its calculation will move in the “Spending&Budgets” section in “Everything else” (unbudgeted categories). HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see IS IT SECURE TO LINK MY ACCOUNTS? To display your account details, PocketGuard needs to view the transactions on your financial statements. When you register a financial account for PocketGuard tracking, we encrypt your login credentials and, with the help of Finicity, our data aggregationpartner,
POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. THE NEWBIE'S GUIDE TO POCKETGUARD Thanks Dr Obodo, My ex and I have got back together again (better than ever) after a year, a month ,a week and a day apart. I have really appreciated your Ex Back spell and am sure they helped me remain positive. if you need help ( templeofanswer@hotmail.co.uk, +234 (815) 542548-1 ) Take care OVERVIEW – POCKETGUARD Overview. General info about PocketGuard, Security and PocketGuardPlus subscription.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION How to purchase PocketGuard Plus on your mobile? Go to Settings; Hit the “Upgrade your PocketGuard” button and follow the instructions. How to purchase PocketGuard Plus on the web app? Go to Ov INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. HOW TO CHANGE CURRENCY? To change your currency in the app, you should change the settings on your device (i.e. change the locale). iOS: Go to iPhone Settings. Tap General. Tap Language & Region. Tap Region. ChangeTRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category; The app doesn't recognize my income or it's shown as expenses I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT Although this issue may be caused by any number of reasons, the most common cases are found below. Otherwise, please contact us at support@pocketguard.com. and we will do our best to fix the issuesPOCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. THE NEWBIE'S GUIDE TO POCKETGUARD Thanks Dr Obodo, My ex and I have got back together again (better than ever) after a year, a month ,a week and a day apart. I have really appreciated your Ex Back spell and am sure they helped me remain positive. if you need help ( templeofanswer@hotmail.co.uk, +234 (815) 542548-1 ) Take care OVERVIEW – POCKETGUARD Overview. General info about PocketGuard, Security and PocketGuardPlus subscription.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION How to purchase PocketGuard Plus on your mobile? Go to Settings; Hit the “Upgrade your PocketGuard” button and follow the instructions. How to purchase PocketGuard Plus on the web app? Go to Ov INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. HOW TO CHANGE CURRENCY? To change your currency in the app, you should change the settings on your device (i.e. change the locale). iOS: Go to iPhone Settings. Tap General. Tap Language & Region. Tap Region. ChangeTRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category; The app doesn't recognize my income or it's shown as expenses I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT Although this issue may be caused by any number of reasons, the most common cases are found below. Otherwise, please contact us at support@pocketguard.com. and we will do our best to fix the issuesPOCKETGUARD
Overview. General info about PocketGuard, Security and PocketGuard Plus subscription. All PocketGuard features PocketGuard free and Plusfeatures.
POCKETGUARD
This is a blog of PocketGuard - a personal budgeting app that helps you track money and make better financial decisions. Guest posts on financial topics are welcomed here - please contact us at hello@pocketguard.com. POCKETGUARD PLUS OVERVIEW PocketGuard Plus is a membership that allows you to take more out of PocketGuard. To make a long story short, here are the features you get with Plus (more to come): Set a debt payoff plan; CreateIN MY POCKET
Estimated income - earned and upcoming income.Earned income is calculated as a sum of all transactions with the "Income" category (Recurring Income);; Upcoming bills - recurring bills you're going to pay for in the current month (once the bill is paid, it will NOT be longer counted in “Upcoming bills” and will move to the “Spending&Budgets” calculation in “Everything else HOW DO I CONTACT SUPPORT? How do I contact support? Send your emails to support@pocketguard.com / hello@pocketguard.com or contact us from Settings > Contact Support whenever have any questions, suggestions or queries. We'll be standing by to help. Note: To ensure that you will always receive our emails and responses from the support team, it’s highly recommended that you add our email addresses to your address bookRECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. BILLS – POCKETGUARD Hi there! Thank you for reaching out. The "Upcoming Bills" section includes all your bills that you are going to pay for in the current month. Once the bill is paid, it will be still listed among the unpaid bills in the "Bills" section, however, its calculation will move in the “Spending&Budgets” section in “Everything else” (unbudgeted categories). POCKETGUARD REFERRAL PROGRAM (GIVE PLUS, GET PLUS The referral program is a way for both - you and your friend to get a PocketGuard Plus membership for free with minimum effort. How it works: You can earn up to 12 months of free Plus membership by inviting your friends. IS IT SECURE TO LINK MY ACCOUNTS? Your security is our priority. Here at PocketGuard, we believe that security is the cornerstone of any financial app and ensure that our solution meets high industry WHY DOES MY BANK REQUIRE AUTHENTICATION EVERY REFRESH Some financial institutions don't play nice with third-party services like PocketGuard and require their customers to complete multi-factor authentication more often. In order for PocketGuard to puPOCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET.POCKETGUARD
This is a blog of PocketGuard - a personal budgeting app that helps you track money and make better financial decisions. Guest posts on financial topics are welcomed here - please contact us at hello@pocketguard.com. POCKETGUARD PLUS OVERVIEW PocketGuard Plus is a membership that allows you to take more out of PocketGuard. To make a long story short, here are the features you get with Plus (more to come): Set a debt payoff plan; CreateIN MY POCKET
IN MY POCKET starts over on the 1st of each month and shows how much money you have for monthly or daily spending. NOTE: leftovers are not rolled over to the next month. In PocketGuard the leftover money is considered as savings. IMP = Estimated income - Upcoming bills - Goals - Debt payoff budget - Spending & Budgets. THE NEWBIE’S GUIDE TO POCKETGUARD Now your “In My Pocket” is ready. This feature is the jewel of PocketGuard. Its unique algorithm makes calculations based on your bills, income, savings goal, and ongoing expenses and shows how much money is leftover for everyday spending. You will find “In My Pocket” at the top of the Overview tab. Swipe it to see thespendable amount
BILLS – POCKETGUARD Hi there! Thank you for reaching out. The "Upcoming Bills" section includes all your bills that you are going to pay for in the current month. Once the bill is paid, it will be still listed among the unpaid bills in the "Bills" section, however, its calculation will move in the “Spending&Budgets” section in “Everything else” (unbudgeted categories). HOW DO I CONTACT SUPPORT? How do I contact support? Send your emails to support@pocketguard.com / hello@pocketguard.com or contact us from Settings > Contact Support whenever have any questions, suggestions or queries. We'll be standing by to help. Note: To ensure that you will always receive our emails and responses from the support team, it’s highly recommended that you add our email addresses to your address book POCKETGUARD REFERRAL PROGRAM (GIVE PLUS, GET PLUS The referral program is a way for both - you and your friend to get a PocketGuard Plus membership for free with minimum effort. How it works: You can earn up to 12 months of free Plus membership by inviting your friends. IS IT SECURE TO LINK MY ACCOUNTS? To display your account details, PocketGuard needs to view the transactions on your financial statements. When you register a financial account for PocketGuard tracking, we encrypt your login credentials and, with the help of Finicity, our data aggregationpartner,
WHY DOES MY BANK REQUIRE AUTHENTICATION EVERY REFRESH Some financial institutions don't play nice with third-party services like PocketGuard and require their customers to complete multi-factor authentication more often. In order for PocketGuard to puPOCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
HOW TO PURCHASE, CHANGE, OR CANCEL YOUR PLUS SUBSCRIPTION For iOS users: Go to Settings > iTunes & App Store. Tap your Apple ID at the top of the screen. Tap View Apple ID. You might need to sign in or use Touch ID. Tap Subscriptions. Tap the PocketGuard subscription. Use the options to manage your subscription. BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting.RECURRING INCOME
Adding your recurring income in PocketGuard allows you to see how much money is available to create a budget and calculate your IN MY POCKET.. Setting up your recurring income in PocketGuard is an important step to see the full picture of your financial life. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET.POCKETGUARD
This is a blog of PocketGuard - a personal budgeting app that helps you track money and make better financial decisions. Guest posts on financial topics are welcomed here - please contact us at hello@pocketguard.com. POCKETGUARD PLUS OVERVIEW PocketGuard Plus is a membership that allows you to take more out of PocketGuard. To make a long story short, here are the features you get with Plus (more to come): Set a debt payoff plan; CreateIN MY POCKET
IN MY POCKET starts over on the 1st of each month and shows how much money you have for monthly or daily spending. NOTE: leftovers are not rolled over to the next month. In PocketGuard the leftover money is considered as savings. IMP = Estimated income - Upcoming bills - Goals - Debt payoff budget - Spending & Budgets. THE NEWBIE’S GUIDE TO POCKETGUARD Now your “In My Pocket” is ready. This feature is the jewel of PocketGuard. Its unique algorithm makes calculations based on your bills, income, savings goal, and ongoing expenses and shows how much money is leftover for everyday spending. You will find “In My Pocket” at the top of the Overview tab. Swipe it to see thespendable amount
BILLS – POCKETGUARD Hi there! Thank you for reaching out. The "Upcoming Bills" section includes all your bills that you are going to pay for in the current month. Once the bill is paid, it will be still listed among the unpaid bills in the "Bills" section, however, its calculation will move in the “Spending&Budgets” section in “Everything else” (unbudgeted categories). HOW DO I CONTACT SUPPORT? How do I contact support? Send your emails to support@pocketguard.com / hello@pocketguard.com or contact us from Settings > Contact Support whenever have any questions, suggestions or queries. We'll be standing by to help. Note: To ensure that you will always receive our emails and responses from the support team, it’s highly recommended that you add our email addresses to your address book POCKETGUARD REFERRAL PROGRAM (GIVE PLUS, GET PLUS The referral program is a way for both - you and your friend to get a PocketGuard Plus membership for free with minimum effort. How it works: You can earn up to 12 months of free Plus membership by inviting your friends. IS IT SECURE TO LINK MY ACCOUNTS? To display your account details, PocketGuard needs to view the transactions on your financial statements. When you register a financial account for PocketGuard tracking, we encrypt your login credentials and, with the help of Finicity, our data aggregationpartner,
WHY DOES MY BANK REQUIRE AUTHENTICATION EVERY REFRESH Some financial institutions don't play nice with third-party services like PocketGuard and require their customers to complete multi-factor authentication more often. In order for PocketGuard to puPOCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET. THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
TRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category. The app doesn't recognize my income or it's shown as expenses. My transactions are missing. I found duplicate transactions. Pending transactions don't clear. INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances. OVERVIEW – POCKETGUARD PocketGuard Plus. PocketGuard Plus overview. How to purchase, change, or cancel your Plus subscription. I upgraded to PocketGuard Plus but still on Basic in the app. PocketGuard referral program (Give Plus,Get Plus!)
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET. THE NEWBIE'S GUIDE TO POCKETGUARD Multiple cash accounts, cash transactions, and ATM deposits/withdrawals. You can create cash transactions manually and the system will automatically calculate your cash account balance. You are able to create up to 5 cash accounts with the PocketGuard Plus subscription. The cash account balance starts from $0 and based oncash transactions.
BILLS – POCKETGUARD While some recurring bills are identified by PocketGuard automatically, others must be added manually. Enter the name of your bill, its amount, frequency, and choose the next due date. You can also go to the “Transactions” tab and locate your transaction. Tap the transaction to open the details info and hit the ••• buttonin the top
TRANSACTIONS
How to view transactions by categories? My transactions are showing up under the wrong merchant or category. The app doesn't recognize my income or it's shown as expenses. My transactions are missing. I found duplicate transactions. Pending transactions don't clear. INTERNAL TRANSFERS OR WHAT ARE THOSE “FROM” AND “TO Updated. Follow. PocketGuard automatically detects transfers between your accounts and links them into an "internal transfer". The debit transaction will get a "FROM" stamp, the credit transaction will get a "TO" stamp. The system will also mark both transactions as "Don't count", to exclude them from calculations and avoid double counting. I UPGRADED TO POCKETGUARD PLUS BUT STILL ON BASIC IN THE Sometimes such issues happen when, for some reason, App Store or Google Play doesn't provide us with information about your freshly purchased subscription in time. What you should do: First of all, HOW TO CHANGE CURRENCY? Change it to the USA. Android: Go to Settings; Tap Language & Input; Tap + (at the right upper corner); Add English (USA); Confirm using it as a language by default. Please, note that PocketGuard supports only one currency for all your accounts. It means that if you have one US dollar account and another one in Canadian dollars, you will see AGGREGATION ERROR: I CANNOT CONNECT OR UPDATE MY ACCOUNT The credentials you entered seem to be incorrect. Please try again”. Write down the credentials you use to access your online banking account. Copy and paste the credentials to login to the institution's website (you can tap "Forgot you login?" button in the app). Once the login is successful, use the same to connect your account toPocketGuard.
POCKETGUARD
The Newbie's Guide to PocketGuard. PocketGuard Plus overview. Is it secure to link my accounts? Recurring income. Bills. Exclude a category from spending reports. Debt payoff plan. Track cash in PocketGuard. IN MY POCKET.POCKETGUARD
This is a blog of PocketGuard - a personal budgeting app that helps you track money and make better financial decisions. Guest posts on financial topics are welcomed here - please contact us at hello@pocketguard.com. THE NEWBIE’S GUIDE TO POCKETGUARD Now your “In My Pocket” is ready. This feature is the jewel of PocketGuard. Its unique algorithm makes calculations based on your bills, income, savings goal, and ongoing expenses and shows how much money is leftover for everyday spending. You will find “In My Pocket” at the top of the Overview tab. Swipe it to see thespendable amount
POCKETGUARD PLUS OVERVIEW PocketGuard Plus is a membership that allows you to take more out of PocketGuard. To make a long story short, here are the features you get with Plus (more to come): Set a debt payoff plan; CreateIN MY POCKET
IN MY POCKET starts over on the 1st of each month and shows how much money you have for monthly or daily spending. NOTE: leftovers are not rolled over to the next month. In PocketGuard the leftover money is considered as savings. IMP = Estimated income - Upcoming bills - Goals - Debt payoff budget - Spending & Budgets. BILLS – POCKETGUARD Hi there! Thank you for reaching out. The "Upcoming Bills" section includes all your bills that you are going to pay for in the current month. Once the bill is paid, it will be still listed among the unpaid bills in the "Bills" section, however, its calculation will move in the “Spending&Budgets” section in “Everything else” (unbudgeted categories). HOW DO I CONTACT SUPPORT? How do I contact support? Send your emails to support@pocketguard.com / hello@pocketguard.com or contact us from Settings > Contact Support whenever have any questions, suggestions or queries. We'll be standing by to help. Note: To ensure that you will always receive our emails and responses from the support team, it’s highly recommended that you add our email addresses to your address book POCKETGUARD REFERRAL PROGRAM (GIVE PLUS, GET PLUS The referral program is a way for both - you and your friend to get a PocketGuard Plus membership for free with minimum effort. How it works: You can earn up to 12 months of free Plus membership by inviting your friends. GOALS – POCKETGUARD The Goals feature may come in handy to set and successfully accomplish the savings goals such as a rainy day fund or long-awaited vacation. What is the Goal feature? To create a goal, you should li HOW TO SHARE THE ACCESS TO POCKETGUARD PROFILE WITH Your spouse and you can share the same PocketGuard profile together on different devices, you just need to sign in with the same loginSTART NOW
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PERSONAL FINANCE SIMPLIFIED Whether you want to track your spending, make a budget or lower your bills, with PocketGuard you can spend more time living, while staying on top of your financesSTART NOW
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Simply link your credit cards, checking and savings accounts, investments and loans, to see all your finances in one place. BE AWARE OF YOUR SPENDING We update and categorize your transactions as they happen, to help you understand where your money goes and discover opportunitiesto save.
KNOW WHAT'S SAFE TO SPEND Spend confidently with "in my pocket" — the money left over after you've paid all bills, and set aside some money for savings. PUT YOUR BUDGET ON AUTOPILOT PocketGuard automatically builds a personalized budget, based on your income, bills and goals you set. DISCOVER SIMPLE WAYS TO SAVE We'll crunch the numbers to find ways to save you money and improve your financial health, like negotiating lower bills, getting high interest savings account and more. WE'RE SERIOUS ABOUT SECURITY We use encrypted token system, to download and categorize your data from your bank. This means your login credentials are never stored on our servers, and we never have access to make any changesto your accounts.
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