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PocketGuard

Connects your banks, rollover budgeting, investment tracking.

$12.99/month or $74.99/year (7-day trial)pocketguard.com
Download on the App StoreGet it on Google Play

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

37 of 60 recorded

Cost

2 of 3
Free tier
No
Price
$12.99/month or $74.99/year (7-day trial)
Lifetime purchase
?

Connections

5 of 7
Account aggregation
Yes
pocketguard.com
Connectors
Plaid · Finicity · Salt Edge
pocketguard.com
Refresh more than daily
Yes
Manual accounts
Yes
Countries
US · CA · GB
pocketguard.com
Multi-currency
?
Crypto and digital assets
?

Transactions

7 of 12
Edit transactions
Yes
Create manual transactions
Yes
Rules engine
Yes
pocketguard.com
Mass edit
No
Split transactions
?
History import
Yes
Length of history
Months
Export
Yes
Import formats
?
Nested categories
?
Tags
?
Receipt attachments
?

Planning

9 of 9
Budgeting
Yes
pocketguard.com
Envelope budgeting
Yes
pocketguard.com
Rollover budgeting
Yes
pocketguard.com
Recurring transactions
Yes
pocketguard.com
Goal tracking
Yes
pocketguard.com
Debt payoff planning
Yes
pocketguard.com
Cash-flow forecasting
Yes
pocketguard.com
Cancel subscriptions
Yes
pocketguard.com

Wealth

4 of 5
Net worth
Yes
pocketguard.com
Balance history import
Yes
Investment tracking
Yes
Investment transactions
No
Real estate
?

Insight

4 of 4
Reports
Yes
pocketguard.com
Trends
Yes
Credit scores
No

Assistance

1 of 2
AI chat
?
AI categorization
Yes
pocketguard.com

Sharing

1 of 3
Partner or household
No
Adviser access
?
Business or rental separation
?

Platforms

2 of 4
Interfaces
Web · iOS · Android
pocketguard.com
Full mobile app
?
Home-screen widgets
Yes
pocketguard.com
Offline access
?

Trust

2 of 7
SOC 2
?
2FA / MFA
Yes
Sells or shares your data
?
Read-only bank connections
Yes
pocketguard.com
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 1 group, 4 attributes

Extending

0 of 4
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?

Checked against the vendor’s own pages on 2026-09-04; 20 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-02
First recorded at $74.99/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.

What people are saying

I downloaded the app, tried it out for free, let it look at my spending, then deleted it 10 minutes later. I never requested a subscription because I was comparing apps. Later, while reviewing my finances, I saw a charge for the app after I had deleted it, so…App Store · 5★ · 2026-08
Honestly I’m so sick of the updates. Every time I log in there’s an update, which is fine except it cancels connection to my banks and then it takes me forever to reconnect . And even after the reconnect the data isn’t updated so now I’ve invested hours into…App Store · 2★ · 2026-09

Read and search all 500 reviews → Unedited store text; the most recent from each end of the scale.

In the news · 2 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-09-08.