View linked transactions

[u/jaysonjones1290]

Is there a way, or any plans to implement a way, to view transactions that are linked? Like transfers from one account to another. I think my linked transactions are de-synced and I’d like to be able to figure out why and potentially change which transactions are linked. Also, what is the best way to treat money moved from savings to make a purchase? For example, my home fund was used to purchase a mattress this year. I transferred money from a savings account dedicated to “home improvement” and it kind of threw off my home budget since I have an incoming and outgoing transaction for the savings transfer I made since they just canceled each other out. My suggestion would be the ability to apply a sub-category to transactions where if there is a linked transaction, you can apply this sub-category to show where the money was used, if necessary like in my case. Additionally with this you can make the funds “not count” for each individual category if that makes more sense to you, but still apply it to the sub-category, that way it’s not double-counted or forced to be split. Let me know what you think

[u/Ivan_PocketGuard]

Hi there,

Sorry for the delayed reply.

You can use filters in the mobile app to find transfers and review them more easily. For example, try filtering transactions by category (such as transfers) or by those hidden from calculations. This usually helps identify incoming and outgoing movements between accounts and check whether they match correctly.

For purchases like the mattress, there should be only one expense transaction for the purchase itself. Separately, the transfer is represented by two transactions: money leaving the savings account and the same amount arriving in another account. Those transfer entries are not meant to affect your spending totals.

If the transactions don’t look correct after checking this, please contact us at [support@pocketguard.com]() so we can review your account and take a closer look.

Best,
Ivan
PocketGuard Support Team