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Compare / Monefy vs PocketGuard

Monefy vs PocketGuard

Two records, side by side. PocketGuard ships 1 thing Monefy does not, Monefy ships 2 PocketGuard does not, 9 attributes are the same, and 52 cannot be compared because one side is Unknown.

Monefy: price not recordedPocketGuard: $12.99/month or $74.99/yearMonefy: 17 of 71 recordedPocketGuard: 40 of 71 recorded

Where they differ

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

AttributeMonefychecked · NonePocketGuardchecked · 2026-09-04
Cost
Free tierYesNo
Transactions
History importNoYes
Sharing
Partner or householdYesNo

All 71 attributes

AttributeMonefychecked · NonePocketGuardchecked · 2026-09-04
Cost
Free tierYesNo
Price?$12.99/month or $74.99/year (7-day trial)
Lifetime purchase??
Connections
Account aggregation?Yes
Connectors?Plaid · Finicity · Salt Edge
Refresh more than daily?Yes
Manual accountsYesYes
CountriesUSUS · CA · GB
Multi-currencyYes?
Crypto and digital assets??
Transactions
Edit transactionsYesYes
Create manual transactionsYesYes
Rules engine?Yes
Mass edit?No
Split transactions??
History importNoYes
Length of history?Months
ExportYesYes
Import formats??
Nested categories??
Custom categoriesYesYes
Tags??
Receipt attachments??
Planning
BudgetingYesYes
Envelope budgeting?Yes
Zero-based budgeting??
Rollover budgeting?Yes
Recurring transactionsYesYes
Bills?Yes
Bill negotiation?Yes
Goal tracking?Yes
Debt payoff planning?Yes
Cash-flow forecasting?Yes
Scenario planning??
Retirement planning??
Subscription tracking?Yes
Subscription cancellation?No
Automated transfers??
Calendar view??
Wealth
Net worth?Yes
Balance history import?Yes
Investment tracking?Yes
Investment transactions?No
Real estate??
Investment fee analysis??
Insight
ReportsYesYes
Credit scores?No
Alerts?Yes
Assistance
AI chat??
AI categorization?Yes
Sharing
Partner or householdYesNo
Adviser access??
Business or rental separation??
Platforms
InterfacesiOS · AndroidWeb · iOS · Android
Full mobile appYes?
Home-screen widgetsYesYes
Customizable dashboard??
Offline accessYes?
Trust
SOC 2??
2FA / MFA?Yes
Sells or shares your data??
Read-only bank connections?Yes
Data held by??
Self-hosting??
Open source??
Extending
Public API??
Spreadsheet sync??
Webhooks??
Tax export??
Tax filing??