PocketGuard Reviews

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 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!

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.

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.