PocketGuard Plus overview

PocketGuard Plus is a membership that allows you to take more out of PocketGuard.

To make a long story short, here are the features you get with Plus (more to come):

• Set a debt payoff plan;
• Create your own categories;
• Change the date of external transactions;
• Export transaction data;
• Import transaction history;
• Extended transaction history;
• Unlimited savings goals;
• Unlimited category budgets;
• Split transactions into different categories;
• Attach receipt;

Cash-related features:

• Multiple cash accounts;
• Duplicate cash transactions;
• Cash transfers;
• Auto-repeat bills & income.

Set a debt payoff plan.

Become debt-free by prioritizing your loans and building a payoff strategy with minimum losses or with maximum progress.

Find more information here: Debt payoff plan.

Create your own categories.

Get even more insight into your spending habits by creating your own categories, like the money you spend on "Gas & Fuel", "Family dinners", "Crafts" or "the name of your pet". See it on the spending pie-chart and set Category budgets.

Find more information here: Adding your own categories.

Change the date of external transactions.

In case some transactions got cleared in the wrong month and threw the data off, you can change the posted date of these transactions and make your calculations the most accurate. 

Find more information here: Change the date of the transaction.

Export transactions.

If you wish to have a better overview of your transactions, create customized spending trends, convert data into graphs and charts using MS Excel or Google Sheets tools, you can now download your transaction history in a CSV format. 

Note: PocketGuard Plus also allows you to see transactions' history for up to 6 months when the free version shows transactions only for 3 months.

Find more information here: Export transactions.

Import transactions.

Import transactions may come in handy if you want to get a full transaction history just in seconds. All you have to do is to choose your financial institution or budget app, attach a bank statement in a CSV file and choose a cash account. If you can’t find your bank, feel free to leave a request, so our team could add it in a few days.

Find more information here: Import transactions.

Unlimited savings goals.

Create as many Goals as the accounts you linked to the app including Cash.

Find more information here: Goals.

Unlimited category budgets.

Create as many Category budgets as you wish.

Find more information here: Category budgets.

Split transactions into multiple categories.

Splitting a transaction may come in handy when you share a rent payment with a roommate, go for dinner with a friend, or want to break down that $200 spent at Target into multiple categories. 

Find more information here: Split transaction.

Attach receipt.

Attach pictures to your transactions to add more details.

Find more information here: Track cash in PocketGuard.

Cash-related features:

Multiple cash accounts.

Now you can create up to 50 cash accounts. You're also able to assign a particular cash transaction to any cash account.

Find more information here: Track cash in PocketGuard.

Duplicate cash transactions.

Copy and paste existing cash transactions to save your time.

Find more information here: Track cash in PocketGuard.

Cash transfers.

Transfer cash money between cash accounts in seconds. No need to create transfer transactions on different accounts.

Find more information here: Track cash in PocketGuard.

Auto-repeat bills & income.

Put your bills and income on autopilot. Automate manual tracking operations and let PocketGuard create cash transactions based on your needs.

Find more information here: Track cash in PocketGuard.

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