More info: Adding your own categories Change posted datesįeel free to choose any date for your transactions till Janu(the day we've launched PocketGuard!)
#Pocket cash means plus
The option is available for Plus members (you see, we have bills to pay as well).
Choose an icon and enter the name and voila. If the current number of categories is not enough given the diversity of your financial lifestyle, you can create your own custom categories. To change the category of a transaction, just open its details, tap its category and choose the new one. We are working on improving the algorithm, yet, for now, what you should do first is to check if all your merchants and categories have been correctly identified. Unfortunately, the system sometimes identifies a merchant or category incorrectly. CategorizationĪs we pull out your transactions, they are automatically divided into various categories, depending on the merchant concerned.
#Pocket cash means how to
In case you don't want to see transactions from any given account, you can find out how to hide it here - How to hide an account.
#Pocket cash means full
You can view the full list of transactions from all connected accounts on the Transactions tab. Transactions 💸Īs you know, PocketGuard automatically pulls out transactions from your accounts when you link them to the app. You might want to read this article to find out more about this amazing feature - IN MY POCKET. And even if you get your paycheck on the 15th, we made the algorithm so smart that your numbers will still be correct. We recommend checking your "IN MY POCKET" daily or at least before shopping - it will rescue you from all those impulse purchases that add up to overspending.īy the way, "IN MY POCKET" starts over on the 1st of every month. IN MY POCKET shows how much money is left for everyday spending after all your bills, budgets, and goals are paid. We're gonna tell you about PocketGuard's best features that will help you to track money, analyze your expenses and spend less. You'll find more information about "IN MY POCKET" further in this article. You will find "IN MY POCKET" at the top of the Overview tab and can see the spendable amount for a month or a day. Now your " IN MY POCKET" is ready. This feature is the jewel of PocketGuard. Its unique algorithm makes calculations based on your bills, income, savings goals' contributions, and ongoing expenses and shows how much money is left over for everyday spending.
Step 2: Check your monthly and daily budget with "IN MY POCKET" 💸 NOTE: you would still be able to connect your bank accounts anytime. Just hit “Сreate account manually” once you sign up and add your accounts and transactions manually. Thus, you will be able to track unsupported/broken accounts as well and have more flexibility inside the app.
#Pocket cash means manual
Even though PocketGuard is completely secure and protected by numerous measures, we still have added a new manual setup option. Our team understands that some people might feel unsafe entering their bank credentials to connect accounts to the app. OR use PocketGuard without connecting bank accounts To find out what should be added as Bills and Income, please read the following articles: This part of the set-up is crucial, as bills and paychecks are at the heart of every budget. We do this automatically with the help of a sophisticated algorithm, but no one is perfect. The more accounts you link the smarter your budgeting will be.Īfterward, double-check we detected your Recurring Bills and Incomecorrectly. We can tell you what you're spending, where to save, and remind you when credit card bills are due. How to use PocketGuard? Step 1: Connect accounts and set up recurring payments 💰įirst of all, you need to connect your checking, credit, and savings accounts, as this is what makes your budgeting smarter. Welcome to PocketGuard! We are grateful you joined our team and hope this Newbie's Guide would help to save time in setting up your profile.
0 kommentar(er)
