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  1. PocketGuard
  2. Troubleshooting and How to...

Troubleshooting and How to...

Setting up PocketGuard profile, aggregation errors, issues with transactions and accounts.

Accounts

  • Use Plaid to connect your bank accounts
  • Most actual issues with your financial institutions
  • Aggregation error: I cannot connect or update my account
  • How to delete or hide an account?
  • How to refresh my account?
  • Why does my bank require authentication every refresh?
See all 8 articles

Transactions

  • Editing pending transactions
  • How to add the previous month's leftovers to the IN MY POCKET calculation?
  • How to view transactions by categories?
  • My transactions are showing up under the wrong merchant or category
  • The app doesn't recognize my income or it's shown as expenses
  • My transactions are missing
See all 8 articles

PocketGuard profile

  • How to delete a profile from PocketGuard?
  • How to reset my password or change PIN?
  • How to change the email or other personal info associated with my profile?
  • How to share the access to PocketGuard profile with another person?
  • How do I contact support?
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