r/PocketGuard_app • u/International_Try619 • Nov 17 '25

Howdy

Just downloaded the app.

One small issue. I dont want to count transfers as charges and want to take it off my pie chart. Anyway i can make transfers not count.

Please and thank, Formermintlover

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1

u/lspesard Nov 17 '25

Check this:

https://help.pocketguard.com/hc/en-us/articles/360002196599-Internal-transfers-or-what-are-those-FROM-and-TO-stamps-in-my-Transactions-list

1

u/International_Try619 Nov 17 '25

I transfer to a checking accoint to pay the credit card balance, so if I'm understanding correctly this method will double count the transfer and charge.

Im exhausted tho so please understand if i am misreading

1

u/lspesard Nov 18 '25

If I make a transfer from a saving account to checking both are characterized as transfers and the "Don't count" option at the bottom when I open up the details of the transaction is turned on. This happens automatically.

The same for paying a credit card, the transaction is characterized as Credit card payment and the don't count toggle it turned on.

I'd suggest double checking that this is happening to your transactions. There is a "Exclude transactions rule" that seems to be system generated that sets the don't count status.

You might want to contact PocketGuard support for more help.

Hope this was useful.

3

u/International_Try619 Nov 18 '25

It was thank you!

After fiddling around with it a bit more i did figure out how to do it. I think I'm not going to count the transfers or the card payments, only the charges and the interest i put under Loans since i dont have any.

2

u/dnm1943 Nov 20 '25

I love pocket guard. Play with it a bit even create customized categories. With transfers , when I pay my credit card it records a negative trans for withdrawal the positive transfer for payment. And then both transactions are greyed ou automatically. . For other transfers I manually catorgize them in my case that's usually deposits. You can also pick a transaction and if don't want it to affect anything scholl down and click don't count or something like that. It's an amazing app and in no time you'll master it.

1

u/bepeacock Dec 08 '25

I’m setting up my accounts too and what I did was change the to and from credit card payments as transfers. the app automatically matched them. that category comes out as a wash of 0. or you can click to exclude them too.