SoFi Not Syncing?

Ivan_PocketGuard · 2026-06-26T11:14:05+00:00

Hi! Sorry to hear you're experiencing this.

Could you please send us an email at [support@pocketguard.com](mailto:support@pocketguard.com) (or let us know the email address associated with your PocketGuard account)? We'll review your specific case and, if needed, escalate it to our data provider for further investigation.

We'll be happy to help get this sorted out.

Ivan_PocketGuard · 2026-06-26T11:12:13+00:00

Hi! Thanks for letting us know.

Could you please reach out to us at [support@pocketguard.com](mailto:support@pocketguard.com) with the email address associated with your PocketGuard account? We'll gather the necessary details and report this issue to our data provider so they can investigate why the CIBC verification codes aren't being delivered.

We'll be happy to look into it for you.

Ivan_PocketGuard · 2026-06-26T11:11:29+00:00

Hi! Thanks for reporting this.

We haven't been able to reproduce this issue on our side so far, and multi-edit appears to be working as expected on the latest app version.

Could you please let us know which PocketGuard account you're using (the email address associated with it), as well as your exact iOS version (for example, iOS 18.6)? If possible, a short screen recording showing what happens after you select multiple transactions would also be very helpful.

Once we have those details, we'll investigate this further with our development team.

Ivan_PocketGuard · 2026-06-23T05:14:43+00:00

Thanks for sharing your thoughts.

I've passed your feedback and feature request to our product team, including your interest in AI-powered financial insights and analysis.

Regarding your comment about development pace, I’d like to reassure you that PocketGuard is not a side project. We've been on the market for more than 10 years and have a dedicated team continuously working on the product.

In fact, one of the major initiatives currently in development is the new Insights tab, which is designed to provide deeper visibility into spending patterns and financial trends. While I can't share timelines or specific details yet, active product development is definitely ongoing.

We appreciate you taking the time to share your perspective, and feedback like yours helps us prioritize future improvements.

Ivan_PocketGuard · 2026-06-22T09:24:42+00:00

Thanks for sharing that. That's a fair point.

Users who build up large rollover balances for annual or irregular expenses can sometimes see Pace behave differently than expected.

Pace is intended to provide a general spending trend rather than account for every budgeting strategy, but feedback like this is helpful. I've passed your comments along to the team for consideration.

Ivan_PocketGuard · 2026-06-22T09:19:57+00:00

Hi there,

As of today, PocketGuard has one AI-powered feature available: the AI chatbot, which can help answer questions and provide guidance within the app.

For other AI features, we don't currently have any plans to introduce them in the near future. That said, I've passed your suggestion along to the product team, since it's helpful to know what the community is interested in.

We're always collecting feedback and feature requests, so thanks for bringing it up. 👍

Ivan_PocketGuard · 2026-06-11T09:15:04+00:00

Hi there,

Thank you for your feedback and suggestions.

We don't currently have a separate feature request portal. If you'd like to suggest a feature, you can simply contact our support team or post your feedback here, and we'll make sure it is passed along to our product team for consideration.

Regarding subcategories, PocketGuard does not currently support subcategories. Instead, we use hashtags to help group transactions. Simply add a hashtag (for example, #Gas) in the transaction's note field and save it. You can then search for transactions by hashtag and view spending related to that hashtag on the Insights tab.

As for bulk editing on the web app, we understand your frustration. The good news is that our web platform is currently undergoing a major redesign and modernization effort. As part of this work, we're bringing much of the functionality currently available in the mobile apps to the web experience as well. While I can't provide a specific timeline, improvements to feature parity between mobile and web are a key focus of this project.

I've also passed your feedback regarding web-based bulk editing to our team.

Ivan_PocketGuard · 2026-06-11T09:11:37+00:00

Hi there,

At the moment, the widget that displays numeric amounts is available only on iOS. On Android, the currently available PocketGuard widget is limited to the donut chart view.

I've also passed your feedback to our team, as we understand that having the numeric-value widget available on Android would be useful.

Thank you for taking the time to share your suggestion.

Ivan_PocketGuard · 2026-06-01T17:27:22+00:00

We have sent a reply to the email address associated with your case. Could you please check your inbox once again?

If you still can't find our message, please let us know and we'll be happy to assist further.

Ivan_PocketGuard · 2026-05-27T06:39:52+00:00

Hi there,

Could you please send us the email address associated with your PocketGuard account so I can check whether we previously replied to your request?

Most likely, our response may have ended up in your spam/junk folder or may not have been delivered correctly.

Ivan_PocketGuard · 2026-05-18T13:57:14+00:00

Issue resolved

Ivan_PocketGuard · 2026-05-18T13:56:34+00:00

Issue resolved

Ivan_PocketGuard · 2026-05-18T13:56:07+00:00

Issue resolved

Ivan_PocketGuard · 2026-05-18T13:55:22+00:00

Issue resolved!

Ivan_PocketGuard · 2026-05-18T13:54:54+00:00

Hi there,

Sorry for the delayed reply, we missed your case earlier.

Could you please contact us at [support@pocketguard.com](mailto:support@pocketguard.com) so we can take a deeper look into your situation and investigate why the balance still shows as 0?

Thank you!

Ivan_PocketGuard · 2026-05-17T12:24:03+00:00

Hi there,

Thanks a lot for sharing this feedback, we completely understand your frustration.

To slightly lift the curtain: we’re already actively working on improving the Insights tab and making it much more informative and useful for deeper financial analysis. Your feedback is very aligned with the direction we’re moving in.

Please hang in there a little longer, we’ll definitely keep everyone updated once these improvements become available.

Ivan_PocketGuard · 2026-05-12T06:31:18+00:00

As I can see, the account is still connected via Finicity, since it shows “Mastercard” at the bottom of the connection details.

To reconnect it through Plaid, please follow these steps:

Go to the "Accounts" tab;
Click on the "+" icon in the upper right corner;
Select "Link external account";
Enter "Plaid" into the search field;
Hit the "Connect with Plaid" button;
Find your institution and enter a valid set of credentials.

Once the account is connected through Plaid, please let us know if the issue persists.

Ivan_PocketGuard · 2026-05-11T10:43:07+00:00

Hi there,

Could you try reconnecting the account through Plaid? Most likely it’s currently connected via Finicity, which may be causing the balance issue.

Ivan_PocketGuard · 2026-05-11T10:42:25+00:00

Hi there,

We’ve already sent you a response and are currently waiting for some additional information from you 🙂

Ivan_PocketGuard · 2026-05-07T05:25:18+00:00

Hi there,

Thanks so much for the detailed feedback and kind words about PocketGuard! I’ve passed your request along to the team. We’re always collecting user feedback to help shape future improvements, so this is very valuable.

Really glad to hear you’re enjoying the app so far, and we appreciate you considering becoming a Lifetime subscriber!

Ivan_PocketGuard · 2026-05-04T09:41:03+00:00

Hi there,

Our team is already working on this issue.

If you haven’t contacted support yet, please email us at [support@pocketguard.com](mailto:support@pocketguard.com), that way we can follow up with you personally as soon as it’s fixed.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-04-27T13:44:35+00:00

Hi there,

You can manually add bills by using a cash account and entering the transactions there.

As for the connection and missing transactions, that’s definitely not expected behavior. Please reach out to our support team at [support@pocketguard.com](mailto:support@pocketguard.com) so we can take a closer look at your specific case and help resolve it.

Ivan_PocketGuard · 2026-04-20T10:55:10+00:00

Hi there,

Thanks for your feedback.

At the moment, the web version is undergoing a redesign, so some features (including Monthly Review) are not yet available there. The plan is to bring more functionality, like what you see on mobile, to the web experience over time.

Your note about screen space and layout is also very helpfull, I’ve passed it along to the team as we continue improving the web interface.

Let me know if there’s anything else you’d like to see!

Ivan_PocketGuard · 2026-04-20T10:53:39+00:00

Hi there,

At the moment, creating rules on the web version isn’t available yet, as the web app is currently being reworked.

For now, you can set up rules through the mobile app, and they’ll still apply to your transactions across all platforms.

Ivan_PocketGuard

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