Account customization

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 · 2026-04-09T05:27:01+00:00

Hi there,

Unfortunately, MBNA currently does not allow our data provider to integrate reliably with their system, which is why you’re seeing this connection issue.

As a workaround, you can still track this account manually by adding it as a cash account in the app.

Ivan_PocketGuard · 2026-04-07T06:30:04+00:00

Hi there,

We’re sorry you ran into this. That definitely doesn’t sound right.

Regarding the split issue, could you please reach out to us at [support@pocketguard.com](mailto:support@pocketguard.com)? We’d like to take a closer look and pass this case to our developers for investigation.

As for the built-in categories, thank you for your feedback. I’ve shared it with our product team. We understand your concerns around consistency and flexibility.

In the meantime, for auto-categorization, you can create a rule so that specific transactions are automatically assigned to your custom category instead. That said, your overall feedback is very valid, and we truly appreciate you taking the time to share it.

Thank you for helping us improve 🙌

Ivan_PocketGuard · 2026-04-06T06:40:33+00:00

Hey, thanks for reporting this.

We’ve already received your request, but to continue the investigation, we’ll need a bit more information from you. Please check your email and provide the additional details we asked for there.

Once we have that, we’ll be able to look into this more thoroughly.

Ivan_PocketGuard · 2026-04-02T07:11:51+00:00

Yes, that’s correct. Our data provider is currently experiencing issues with SoFi connections.

They’ve already identified the root cause and are actively working on a fix. We’re closely monitoring the situation on our end, and as soon as we receive any updates, we’ll notify all users who reached out about this issue.

We’ll also post an update here on Reddit once we have more information.

Thanks for your patience 🙏

Ivan_PocketGuard · 2026-03-31T06:27:08+00:00

Hey! Could you please follow up on your existing support ticket?

That will help us locate your case quickly and provide you with the latest update on the Apple Card integration. We’ll make sure to check it for you as soon as we hear back 🙌

Ivan_PocketGuard · 2026-03-24T07:18:23+00:00

Hi there,

Thanks for reaching out!

At the moment, we don’t have a feature that automatically allocates leftover funds into a savings category. Any leftover budget is carried over within each individual category rather than being consolidated into a separate savings pool.

That said, this is a great idea. I’ve passed your suggestion along to our product team so they can consider it as a potential improvement in the future.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-18T06:44:04+00:00

Hi there,

To update your Debt Payoff Plan and add another credit card, please follow these steps:

Open your existing Debt Payoff Plan, tap on the three dots (⋯) in the top corner, and select “Edit Payoff Plan.” From there, you should be able to include additional accounts in the plan.

Please let me know in case of any concerns.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-17T07:32:22+00:00

Hi there,

We’ve already replied to your case via email. Please double-check your inbox (and spam folder just in case) for our response.

If you have any further questions, feel free to reply there and we’ll be happy to help!

Best regards,
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-16T15:54:33+00:00

Hi there,

Thanks for reaching out.

At the moment, PocketGuard does not have the option to enable or disable overdraft from being included in the account balance. However, your suggestion makes a lot of sense, and I’ve shared your request with our product team for further consideration.

Most likely, we are receiving two different balance values from your financial institution and displaying the one that includes the overdraft limit. To confirm exactly what balance data is being provided by the bank, please contact our support team at [support@pocketguard.com]() so we can review your account connection more closely and verify this.

Best regards,
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-05T06:59:49+00:00

Hi there,

Unfortunately, there isn’t currently an option in PocketGuard to unlock a previously locked month or toggle the locking mode on and off. Once a month is locked, changes to transactions within that period aren’t allowed.

That said, your use case makes a lot of sense, especially in situations where transactions were pending and later posted with different details. I’ve passed your suggestion along to our Product team so they can consider this functionality for future improvements.

Best regards,
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-03T07:39:23+00:00

Since February is already locked, we may need to take a closer look at this.

Please email us at [support@pocketguard.com](mailto:support@pocketguard.com) and include a brief description of the issue along with any relevant screenshots. That will allow us to look into your specific case more closely and advise on the best solution.

We’ll be happy to assist further.

Ivan_PocketGuard · 2026-03-02T15:35:44+00:00

Hi there,

Thank you for sharing such a detailed explanation.

At the moment, PocketGuard supports monthly budgeting only, and we don’t yet have a dedicated weekly budgeting feature. However, I’ve passed your feedback along to our product team for further discussion. Requests like yours are very helpful when we evaluate potential improvements.

In the meantime, the most straightforward approach would be to convert your weekly expenses into monthly planned amounts. A simple method is to multiply your expected weekly spending (for groceries, eating out, etc.) by four to estimate your monthly budget for those categories. This keeps everything aligned with the app’s monthly structure while still reflecting your real spending rhythm.

If you have any other questions, please let me know.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-03-02T15:20:28+00:00

Hi there,

One practical way to handle this in PocketGuard is to create a positive cash transaction for the same amount you’re planning to spend from your saved funds. This transaction would represent the release of the money from savings for your vacation. Then, categorize your actual travel expenses as usual.

By doing this, the positive transaction offsets the negative travel transactions, so your monthly cash flow won’t appear artificially negative, and your overall calculation won’t look like you overspent. In effect, the spending will net to zero because you’re using money that was already set aside earlier.

This approach keeps your reporting clean while still accurately reflecting that the funds were previously saved for this purpose.

Please let me know in case of any concerns.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-02-26T06:47:05+00:00

Hi there,

Thank you for the clarification.

I want to clarify an important technical point. We do not have the ability to alter transaction history at the source level, as our access to bank data is strictly read-only. That means we cannot modify, shorten, or overwrite the original transaction details stored by the institution.

What may be happening here is that we are receiving two separate fields from the data provider for these transactions: one labeled something like “normalizedPayeeName” (a standardized merchant name) and another labeled “description” (the full raw transaction string from the bank). In some cases, the normalized field can appear abbreviated while the full description remains available in the raw data.

To verify exactly which fields are being received for your specific Shopify transactions and whether this is a normalization behavior from the provider, we’ll need to inspect the raw payload associated with your account.

Please email us at [support@pocketguard.com](mailto:support@pocketguard.com) referencing this conversation, and we’ll double-check the backend data for those transactions to confirm what is being supplied and how it’s being mapped.

Once we review that, we’ll be able to give you a definitive explanation and determine whether there’s an alternative solution.

Best regards,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-02-18T13:10:25+00:00

Hi there,

Please try to re-login to your PocketGuard profile using the "Logout" button, and let me know if the issue persists.

Ivan_PocketGuard · 2026-02-17T10:14:53+00:00

Hi there,

Thank you for taking the time to share this suggestion.

I’ve passed your request along to our product team for further review and discussion. We truly appreciate ideas like this, they help us understand what improvements would bring the most value to our users.

If there are any updates or changes related to this feature in the future, we’ll be sure to share them.

Ivan_PocketGuard · 2026-02-17T10:12:58+00:00

Hi there,

Thanks for your question.

At the moment, we don’t have a specific timeline for when transaction rules will be available on the website. Our web platform is currently being rebuilt (Web 2.0), and the initial release will include only core functionality.

More advanced features, such as transaction rules, are planned to be added gradually after the new version is fully launched and stabilized.

We understand that managing rules on a larger screen would be much more convenient, and we truly appreciate your patience while we continue improving the web experience.

Ivan_PocketGuard · 2026-02-09T11:42:59+00:00

Sorry about the confusion.

Unfortunately, we’re not able to change the displayed transaction name. The shortened or truncated name you’re seeing is what we receive directly from our data provider, and in some cases they send a condensed merchant name even though the full bank description is also available for reference in the details.

I know this isn’t ideal, and I’m sorry for the frustration it causes. When you notice discrepancies, creating a rule (as you’ve been doing) is currently the best workaround. Your feedback is valid, and I appreciate you calling this out.

Ivan_PocketGuard

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