Track cash in PocketGuard

Overview

Tracking cash may come in handy to include money you earn or spend in calculations. Besides that, you can also create multiple cash accounts to track bank accounts that are not supported by our data aggregation provider/ broken accounts/ for manual budgeting needs.

The feature is available only on the PocketGuard Plus version. 

Multiple cash accounts

You are able to create up to 5 cash accounts. The cash account balance starts from $0 and based on cash transactions. That means, if you'd like to change a particular cash account balance, let's say, from $0 to $5000 you should create a "correction" cash income transaction for $5000.

NOTE: you can't delete the only cash account you have.

How to add cash accounts?

1. Go to Accounts;
2. Hit + in the upper right corner;
3. Select Create cash account;
4. Hit + in the upper right corner;
5. Enter cash account nickname and hit Save;

How to add a cash transaction?

1. Tap the “+” icon on the Transactions tab;
2. Choose the transaction type (expense or income);
3. Fill in the transaction info:
   

• Amount (required)
• Merchant (required)
• Category (required)
• Date (required)
• Note (optional)

4. Choose a cash account that you'd like to assign a cash transaction;
5. Hit Save.

Each transaction counts into your cash account balance right away.

ATM withdrawals

If you made a cash withdrawal in an ATM, go ahead and move it to a cash account in one tap on the Transactions tab. To do that you need to tap a banner “Add to cash balance” under an ATM transaction. The transaction will be created on a cash account and you will be able to edit its details there.

No worries, this money will not be double-counted. 

Edit / Delete cash transactions

To edit a cash transaction, complete the following steps:

1. Go to the transaction details; 
2. Hit the ••• button in the upper right corner; 
3. Select what (amount, merchant, category, or date) you’d like to edit.

If you need to Delete a transaction, please do the following:

1. Go to the transaction details;
2. Hit the ••• button in the upper right corner;
3. Hit Delete transaction.