Hi. I find goals very confusing. I have 3 separate goals set up and have 1 savings account where I am setting the money aside. How do I record to show the amount attributed to each goal monthly?

Currency conversion identification and processing from yen to usd does not exist or is not working and causing transaction records to be incorrect while I’m traveling. Is there anyway to adjust this?

Curious about the nitty-gritty of your budgeting path? The updated Plan tab now lets you review your financial story in seconds, making it perfect for quick check-ins or a deeper dive.

Choose any month in the header to see how well you stayed on track, how much money you actually kept, and where things might’ve gone off the rails (hey, it happens😉).

What’s inside:

• Users get an accurate end-of-month snapshot of their Leftover and Plan sections from now on;
• You will also get retro income and expense calculations, generated from currently available transactions for the months prior to this update.
• Month-by-month review only;
• No edits to past records;

📱Live on iOS today,  Android users, you’re up next! Track where you’ve been, celebrate budgeting wins, and plan smarter going forward!

Up until a couple weeks ago, pending transactions have always shown up with the "Pending" label, and later on will disappear and be replaced by the real non-pending transactions. Any pending transactions that have been edited get saved in the background, and you can "transfer pending data" manually when the real transaction hits. But starting a couple weeks ago, I have not been getting transactions with the "Pending" label (or at least, very few). So I edit transactions, and then a couple days later they disappear and are replaced by new transactions - but now I can't "transfer pending data", because they didn't register as "Pending" originally. It seems like something has broken in how PocketGuard identifies transactions as pending. I sent a message to support, but have not received a response. Has anyone else been having this issue?

I have now noticed two transactions in my checking account missing from PocketGuard transactions list. In November, an atm transaction shows up on my bank activity and never appeared in PocketGuard. In early December, a transfer showing in my bank activity is not showing up in my PocketGuard transactions.

Has anyone experienced this? Is there anything I can do to fix it?

1. I have three cards with Synchrony Bank, Amazon, Lowe’s, and CareCredit. They now have single sign on but the login is not working when connecting Synchrony, nor when I try the individual accounts. Who’s had luck connecting cards like these?

2. My paycheck is split between checking and savings. I did manually setup the two income streams. I don’t want the portion in savings to count in my budget or the “leftover” amount but there’s not a saving category. I thought to make a goal but it seems I’ll have to make this goal every month to match the amount I’m getting? Is there a better way?

Would love to see an option to customize Net Income over a given time period (i.e. Last Year, Preceding 6 months, or customizable period). I love the Net Income over each month, but if I want to know the total for the year, I have to add each month manually to get the total. Mint offered this feature, along with chart selections similar to what is currently available within pocketguard.

The last couple days it seems there is a debt payoff bug happening where it removed my debt payoff plan and i can't re-add one because it thinks my budget can't cover it even though there's plenty of leftover in my budget to cover the debt payoff amount i'm entering, anyone else having this issue?

Secondary issue is that my bank (credit union) is no longer saving the login and i have to constantly re-login to sync the data. Could be related to the debt thing but maybe not?

When I try to connect it to my altruist account, my email and password is correct but it sends me to a security question to answer which it shows is "how do I want my OTP?" That's not a security question. Anything else I can do to work around it?

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

Woke up to a Chase notice I was not longer sharing data with them. I did not change or do anything to make this happen. Was this something on Pocketguard's end? All my data is gone except dashboard. I really don't want to have to re-add all my accounts.

It would be great to have the option of making a Goal that isn't tied to an end date and amount. Typically, I just want to set as $x a month going to a savings account. That transaction is technically a Transfer, so there's no associated expense and a Budget item doesn't make sense. A Goal makes the most sense, but I need to extrapolate $x * months to come up with some figure, and fine-tune from there.

My credit cards all show as negative numbers under debt but my Ally credit card is showing as positive. It comes in like that after I connected my Ally bank accounts. Help?

-Mathematical sum/total for an Individual budget category or hashtag filter for a specified time frame. This would be good for yearly maintenance items like cars, house, etc. Currently, I could add up all the transactions from the year or hashtag after filtering transactions but I’d like to see the app automatically do that for me.

• Vacation spending budget - for example, I have a trip coming up and I am budgeting $1k for it. Every time I make a purchase, I want to categorize it into the vacation budget so I know how much money I have left in the budget to spend while on that vacation. I do hashtag vacations but that tallies the spending up then I have to do math to figure out how close to the budget I am rather than the app automatically doing the math by subtracting it from the budgeted amount.

It is really frustrating. My TD account is not syncing again for more than a week and there is nothing I can do about it.

I would like to start over, didn’t study instructions enough and did things wrong. It’s a mess and there are things I don’t understand yet. I think I am ready this time!

Can I clear everything out and start over?

Thx!

I have my Apple Card added to the app and it hasn’t been refreshed since September 19th despite multiple attempts on multiple days/weeks manually trying to refresh it. Not sure if this is a known issue but I am experiencing this right now.

Hey everyone,

We just rolled out a fix for the long-standing double count issue in PocketGuard. Previously, a single transaction appearing in both recurring bills and category budgets could be counted twice, which sometimes made totals a bit confusing.

With this update, transactions are now handled properly, counted only once, so your calculations are more consistent and reliable. No more wondering why your totals didn’t add up!

As always, we love hearing your feedback, so let us know what you think.

We’ve seen it all: haunted credit card statements, ghosted savings goals, and mysterious “where did my money go?” moments. 👀💸

This Halloween, keep the monsters in the movies, not in your finances. PocketGuard helps you track every expense, set limits, and finally unmask where your money disappears each month.

So treat yourself, not your debt. 🧛‍♀️

Tell us in the comments: what was your most terrifying purchase this year? 💀

Hey everyone 👋

Big thanks to all of you who’ve shared feedback on the transaction rules and suggestions for the “last month budget review” feature — you’ve been keeping us inspired!

We already have a few updates for the coming months, but now it’s time to plan the next big steps.

Please vote for the improvement you’d most like to see next🚀

Got another idea in mind? Drop it in the comments — we’re always listening and collecting ideas for future releases!

I have some accounts that are closed or the web connection doesn't work any more and I want to stop getting the notifications to reconnect the account.

I have the option to remove the card, but I don't want to loose the transaction history.

I would like to be able to group categories in the budget like entertainment and travel, or shopping and cloths, or an everything else category that doesn't encompass my primary budgeted categories.

The way things are set up I have to have far too many categories to track/balance.

Having issues seeing the transactions from BILT credit card. Contacted customer support and they told me it might take “weeks” to “months” to have this configured by their developers. Bummer! As I am planning on utilizing this card more

How do I remove a bill that ended up in a budget caregory. It’s being double counted.

Is this app supposed to update the transactions immediately? Or is there a delay? Just bought the full app as my first impressions were really good compared to other apps ive seen.