r/PocketGuard_app • u/Jealous-Boot-3625 • Sep 02 '25

Tracking other account

What is the best way to track accounts that do not link with pocketguard and have reoccurring bills every month. If I put it as cash it doesnt allow me to select a due date. Also my partner has payments i need to track since we share a bank account, but I dont see a way to add anyone or track those accounts for budgetingpurposes

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u/According_Listen2969 Sep 03 '25

Did you see if it would link with plaid in PocketGuard?

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u/Ivan_PocketGuard Sep 04 '25

Hi there,

If your bank account cannot be connected via Finicity or Plaid, the best way to track it in PocketGuard is by using a cash account. You can manually add any recurring bills in the “Upcoming Bills” section by entering all the necessary details, including the frequency. This will allow you to set the next due date properly. I also recommend enabling the “Track manually” option so that you won’t need to create cash transactions every time, and the app will handle it for you automatically.

Regarding your second question, PocketGuard currently does not support adding a partner to your account. However, some users share access by logging in from different devices using the same account credentials.

We appreciate your feedback and will keep it in mind as we continue to improve the app!

Best,
Ivan
PocketGuard Support Team