How to share the access to PocketGuard profile with another person?

You and your spouse can share the same PocketGuard profile together on different devices, you just need to sign in with the same login and password or use the same Google/Apple account (you'd better create a new one instead of using the personal one). 

In this case, you will have your family In My Pocket, Category budgets, and Net Worth. 

At the moment, we don't have the option to switch between family and personal views. That means you will need to create another PocketGuard profile for tracking personal spending.

You can use the following features to make our app work for both of you at the same time: 

1. #Hashtags.

You can use them to tag your or your spouse's transactions in order to create customized reports or search transactions by hashtag. For example, you both drink coffee, and you would like to track the spending separately. 

1. Tap a transaction.
2. Tap "Add note".
3. Type a hashtag: #john_coffee or #jane_coffee.
4. Tap "Save" in the top right corner.

Feel free to add multiple hashtags or notes to the same transaction.

How to check #hashtag reports?

1. Go to Insights;
2. Tap the #Hashtags icon on the right;
3. Choose a #hashtag;
4. See the graphic report.

This way, you are able not only to see a spending report for this month but also to compare it to the previous months.

Or, you can just tap the hashtag in the list of transactions. Besides, you can search by hashtag on the Transactions tab.

2. Adding your own categories.

Now, you can add and customize your own categories and apply Category budgets to them.

This would be helpful if, for example, you like having lunch at the Italian restaurant near your office and your spouse grabs a taco after visiting dancing lessons (why not?), but these don't change every Friday night dinner at the cafe you've first met each other. 

So you can create "John's eating out", and "Jane's eating out" and use them instead of the basic "Eating out" category. The same with shopping and entertainment. 

Use the icons that describe you more and emojis to make your categories very special.

You can find out more about the feature here:  Adding your own categories. 

3. What else?

It may happen that a duplicate of your shared account was pulled to the app. In this case, you need to hide it by doing the following: 

1. Go to the "Accounts" tab; 
2. Locate an account you'd like to hide;
3. Toggle ON the "Hide from calculations" option.

If you have any issues, questions, or suggestions, please feel free to contact us at support@pocketguard.com.

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