PocketGuard Reviews 19

Liars , rubbish support, just wait until you try to unsubscribe they will lead you on a merry dance..

I really enjoy how it’s connected to my accounts and helps stay on track with my budget

I've been a customer of PocketGuard for over a year. Integration with American Express, via a third party connector, has been an issue. However, from my experience with Mint and other personal finance apps, that's normal. AmEx seems difficult to work with; at least their API.

The difference with PocketGuard is that their customer service continues to push for stability of the connector and provides amazing customer support communication along the way. I felt valued and informed throughout, and eventually the issue was resolved.

I always like to know that my voice is heard when I have a problem, and with PocketGuard, it is.

I am really enjoying Pocket Guard. We are just moving over from YNAB. I find Pocket Guard to be more user friendly than YNAB.

I do have questions about credit card budgeting however.

I was happy to find you. My Mint account was moved over to Credit Karma. They may do a lot of things but not what I needed. PocketGuard does!

I need to filter/sort my transactions by category, and then download a file that I can edit and find an average of monthly spending.

I do have some feedback I'd love to share if you'd like.
Thanks for being there

I found PocketGuard as a replacement for Mint. PocketGuard was very similar and uses trusted platforms to connect your bank accounts which is why I selected it.

Similar to Mint, it took a little time to set up with all my accounts but once done it runs as good if not better. For some US/Canadian bank accounts you will need to go through PLAID (Plaid is a platform that enables you to securely connect financial accounts to this app). Just type PLAID into the search bar in PocketGuard and follow the prompts to set up with your accounts.

Love the hashtag # tool - IE for all travel trips I can # them into sub files under Travel.

I use a budget of $1 for every category so I can see them all. I don’t use the app so much for budgeting but more to track my monthly spends.

Response from the team has been amazing, they have been swamped with new clients due to the Mint shutdown and have been doing a great job, they have fixed a couple of my own requests (just me not knowing to read their in depth help/support page more than anything). They have replied in a timely manner so I was surprised after reading dome of the reviews from others saying they were not getting responses.

I too purchased the app and found the cost to be much better than some of their competitors. Really happy I did. The app is easy to use once you e set up your accounts. Easy to understand with great graphs to show monthly, annual budget totals.

This app have proven to be more than I had hoped for.

Budgeting doesn’t have to be a painful chore, keep it simple to start and then use as much or as little of the app to get what you need. Make it fun to see where you’re spending too much and where you can cut down to make your savings grow.

The app has something for everyone and I highly recommend it to anyone, it can be personalized as much or as little as you feel you can handle.

Keep improving the app PocketGuard team, it’s a great app. Thank you.

Enjoy and happy budgeting !
David.

This app is very easy to use and plaid makes it very easy to connect with bank accounts. I highly recommend!

I have used other apps and found them hard to manage. This is intuitive and easy to maintain. I have already gotten a lot of information from it after only having it a month. Love it!

Absolute crap! I tried their "free" trial even though they ask for credit card. didnt like it after 30 mins so i closed my account. (it asked me to be sure I wanted to close the account) and they still charged me 2 weeks later! Don't trust these guys they are crap. and the apps not even that good. super bugy

A worthy successor to Mint. Somewhat harder to work with, but it satisfies my dual requirements of a web interface and Android app availability.

Appreciate the ability to manage and review multiple accounts all in one spot.

I think this app is an improvement over mint. I’ve had nothing but a good experience with the app (a few months now). Does a way better job of managing pending transactions. Works great to keep my budget in check and plan for the future.

Don’t understand the bad reviews about difficulty cancelling and free trial issues, that’s all app store policy not app developer.

I am coming from Mint! - I explored several apps and this caught my eye right away! - Great customer service, you can migrate your Mint Data, you can allocate the budget in the same way as Mint, plus you get summary emails about how are you doing, etc.

Do not go wrong, this is what you need.

I have been using PocketGuard for well over a year now. By far has been the best way for me to manage my money over other apps I’ve tried. I love that it shows all of my upcoming expenses so I know whats coming. I still struggle a bit with how credit cards work and that it doesn’t show in my monthly bills, but I understand the concept of it. I do wish there was the ability in the Insights section to see how my spending compares to my budget versus compared to last month. That would be a very helpful feature.

Responsive customer service, appreciate the lifetime purchase option. Allows for manual CSV import, has two sync providers

I have been using for over a year and a half and it is perfect fit for my needs. It is very intuitive to navigate, adding accounts is easy. And I love the customizable categories and the ability to use hashtags as well as notes and upload receipts for each transaction. They are not invasive and don't ask for a ton of unneeded permissions and I feel very secure linking my Banking and Credit accounts.
I have had maybe two technical issues the whole time, and I got email responses from a real person right away.
It is the only budgeting app that has actually helped me and I have been able to stick with, and I tried alot before here but most of them were way to invasive or trying to sell me stuff I don't need.

The app is good and helpful, but I want to admit a level of PocketGuartd's customer support. I reached them about syncing issue via email. Guys spent the whole month adjusting the app and solving my unique problem. In the final everything is smooth and works like a clock. Highly recommended.

Pretty happy with the customer service. I have written to them with a lot of questions and requests, and I always get a thoughtful response from a real person pretty quickly. There are still some features I'd really like to see (like a future projection based on current spending and planned budgets), but overall it's a great app!

I've bounced around from budgeting app to budgeting app for years, and always struggled until now.

Mint and Nerdwallet have waged a constant war on my phone for "good enough" budgeting solution. But try as I might, using either tool felt constantly disconnected from how my actual money flow was - in my day to day and when I checked my account balances on my banking apps.

PocketGuard is different. Where other apps seek to explain why you're being bad with your money, PocketGuard would rather tell you:"This is the money you have, this is how you've spent it, and this is what you can spend it on."

The build of the app just works, too. Reading and applying transaction data is the meat and potatoes of showing you your finances, but once I activated the premium version I realized that features like creating categories and splitting transactions (such as that Friendsgiving dinner you decided to grab the entire bill on after a slurry of "You have Venmo, right?" comments) suddenly make the comings and goings of your digital cash flow become a piece of cake to balance.