How to switch from Simple to PocketGuard?

Since Simple announced its closure, more and more users choose PocketGuard as a worthy alternative to their favorite app. If you are still looking for the best finance tracking app to switch to, we hope this article will help you to make up your mind.

PocketGuard is an easy and user-friendly app. It takes minutes to set up and a single day is enough to make you feel like you've been using it for years. PocketGuard's main goal is to let you see the full picture of your finance and make better financial decisions.

Here's what you should do to switch to PocketGuard:

1. Install PocketGuard for iOS or Android or use the Web app
2. Register a new account.
3. Link your accounts.

Voila! Continue reading to find out more about the features and options you can use at PocketGuard.

Is PocketGuard free?

Yes, you can install PocketGuard and use all the basic features essential for successful budgeting at no cost. Besides, for those who want to dig deeper, we have added a PocketGuard Plus plan. Read more about PocketGuard Plus.

Is PocketGuard secure?

SECURITY IS OUR #1 PRIORITY.
• We use bank-level 256-bit SSL to protect your sensitive information;
• We establish a read-only connection to your bank, so nobody, not even you, can move money from your account using PocketGuard;
• Your data is also protected with Touch ID and a 4-digit PIN that only you know, so, even if your mobile device is lost or stolen nobody can access your data.

Does PocketGuard have a web app?

Yes, please check https://secure.pocketguard.com/app/sign-in. Please note, that you should contact us at support@pocketguard.com in case you'd like to manage the subscription purchased through the web app or request a refund.

Does PocketGuard have my financial institution?

PocketGuard currently supports about 18,000 financial institutions, so the chances that you will find yours are really high. Note that PocketGuard uses two different data providers - Finicity & Plaid. In case, you weren't able to find your bank with Finicity or received a connection error, you could always try using the second provider (Plaid) for free. If both didn't succeed, contact us at support@pocketguard.com.

What exactly you can get at PocketGuard:

• Easily sync all of your personal finance accounts in one place: bank accounts, credit cards, loans, savings, and investments;
• Track your net worth change over time;
• Your budget is built automatically, based on your spending and earning patterns;
• Track your income;
• Track bills and recurring subscriptions;
• Set and reach your savings goals;
• Create Category budgets;
• Lower your bills;
• Track cash;
• Cancel unwanted subscriptions;
• Transactions automatically categorized into "categories" show you where your money goes at a glance;
• Never miss a credit card bill or loan payment;
• Get alerted to bank fees and unwanted charges;

Does PocketGuard support Transaction Monitoring and Verification? 

At the moment we don't have these particular features. However, you can add notes to the transactions "Checked" and if your institution replaces them in your online banking account, the note will disappear. 

We always welcome your feedback. If you have questions, need help, want to share your idea, or request new features, please contact us at support@pocketguard.com

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