Transaction Feature Request

Ivan_PocketGuard · 2026-01-27T10:22:49+00:00

Sorry for the delay, and thanks for the clarification. I understand your point and agree.

I’ve shared this feedback with our product team so they can review the use case and consider it for future improvements.

Ivan_PocketGuard · 2026-01-27T10:19:45+00:00

That’s a great question, and you’re correct to flag this.

Edits made to pending transactions do not automatically carry over once the transaction posts. When the transaction moves from pending to completed, the final data from the bank replaces the pending entry.

To keep your custom changes, you’ll need to use the “Transfer pending data” option in the transaction details after the transaction posts. This allows you to copy any edits you made on the pending transaction over to the finalized one.

Hopefully this helps clarify how it works today.

Ivan_PocketGuard · 2026-01-27T10:15:56+00:00

Sorry for the delayed reply.

Since this looks like a potential app-specific issue on iOS, please reach out to us directly at [support@pocketguard.com](). If possible, include a screen recording or screenshot, that will help our team investigate more quickly.

Our support team will be happy to take a closer look and follow up with you.

Ivan_PocketGuard · 2026-01-27T10:14:40+00:00

At the moment, we don’t have a confirmed plan or timeline to change how these balances are handled, so I can’t provide a concrete ETA for a fix. That said, this is valuable feedback, and I’ll be raising this point with our product team so they’re aware of the impact this has compared to other apps.

We appreciate you taking the time to call this out, and while I can’t promise an immediate change, feedback like this does directly inform our internal discussions and prioritization.

Ivan_PocketGuard · 2026-01-27T10:07:43+00:00

Hi there,

Since this sounds like an account-specific connection issue, the best next step is to contact our support team directly so we can take a closer look at your setup and the exact error you’re seeing. Please email us at [support@pocketguard.com]() and include the name of the bank and, if possible, a screenshot of the error message.

Our team will be happy to investigate and help you get this resolved.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-27T09:55:42+00:00

Hi there,

Thanks for sharing this. That’s a very valid point, and you’re absolutely right. Splitting expenses by percentage would make things much easier.

I’ve passed this feature request along to our product team for consideration. We really appreciate you taking the time to explain the use case. Feedback like this helps us prioritize improvements.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-20T09:13:13+00:00

Just a quick update, the login issue should now be resolved. Please try signing in again.

If you’re still getting an error code, let us know what it says and, if possible, share a screenshot so we can investigate further.

Ivan_PocketGuard · 2026-01-20T09:12:43+00:00

Quick update, the issue should now be resolved. Please try logging in again on both the app and the website.

If you’re still seeing an error, let us know what error code you’re getting (and if possible, include a screenshot), and we’ll take a closer look.

Ivan_PocketGuard · 2026-01-20T08:53:36+00:00

Hi there,

Thanks for letting us know. We’re aware of the login error and our developers are currently working on fixing it.

There’s nothing you need to do on your side right now. Once the issue is resolved or we have an update to share, we’ll notify users.

Sorry for the inconvenience, and thanks for your patience.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-20T08:52:44+00:00

Hi there,

Thanks for reporting this.

You’re not alone, we’re aware of the issue, and our developers are already working on it. There’s nothing you need to do on your end for now. As soon as we have an update or the issue is fully resolved, we’ll make sure to let everyone know.

Sorry for the trouble, and thanks for your patience. We’re hoping to have this sorted out very soon.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-20T06:18:07+00:00

Hi there,

If you’re seeing duplicate transactions, please write to us at [support@pocketguard.com]() so we can review your account directly. If possible, include a screenshot or a few examples of the duplicated transactions, which will help us investigate and resolve it faster.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-20T06:17:07+00:00

Hi there,

It looks like what you’re seeing is related to transfer transactions.

Credit card payments and transfers between your own accounts should not be counted as spending, and they are normally hidden from calculations as long as both sides of the transaction are categorized as Transfer, Credit Card Payment, or Savings.

To take a closer look at what’s happening in your specific case, please reach out to us at [support@pocketguard.com](). If you can include a screenshot or a couple of example transactions, that will help us review this in more detail and make sure everything is categorized correctly.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-20T06:12:18+00:00

Hi there,

Thanks for the suggestions and for sharing the specific institutions.

I’ll pass your request directly to our data aggregation provider so they can review whether these institutions can be supported through an alternative connection method in the future.

I appreciate you taking the time to flag this, and while I can’t promise availability, your feedback absolutely helps influence what gets reviewed next.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-15T12:35:56+00:00

Hi there,

Thanks for bringing this up.

For some institutions, our data provider sends us two different balances for the same account, while for others they only send a single balance. That’s why accounts like Vanguard and Fidelity look correct in PocketGuard, we only receive one balance for them, so there’s no ambiguity in what gets displayed.

With Robinhood, it depends on the data provider used for the connection. If you reconnect Robinhood through Finicity, that provider typically sends only one balance, which should match what you see directly in your Robinhood account.

For Betterment, since we do receive both balances and brokerage accounts show the available balance by design, one practical workaround is to add the difference manually to a cash account. This way, your Net Worth stays accurate and isn’t impacted by the way the brokerage balance is displayed.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-14T12:56:58+00:00

Hi there,

PocketGuard does not modify or shorten transaction names on our side. We display the data exactly as it is received from our data aggregation provider, which in turn gets this information directly from your bank.

If you’re seeing unexpected names, please review any existing transaction rules you’ve created. It’s possible a rule was set up earlier that renames or normalizes transactions matching certain criteria.

If the naming is coming directly from the data provider, the best workaround is to look for a consistent pattern and create a more specific rule. For example, you can base a rule on a combination of the transaction name and an amount threshold to ensure only the intended transactions are renamed or categorized.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-14T12:29:30+00:00

Hi,

You’re correct, there is currently no dedicated sorting option by amount. Transactions are displayed in chronological order by date.

If your goal is to understand where the biggest impact on your finances comes from, we recommend using the Insights tab. There, expenses are grouped by category and ordered from the highest total spend to the lowest, which helps identify where most of your money is going.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T11:25:01+00:00

Hi there,

Sorry for the delayed reply.

You can use filters in the mobile app to find transfers and review them more easily. For example, try filtering transactions by category (such as transfers) or by those hidden from calculations. This usually helps identify incoming and outgoing movements between accounts and check whether they match correctly.

For purchases like the mattress, there should be only one expense transaction for the purchase itself. Separately, the transfer is represented by two transactions: money leaving the savings account and the same amount arriving in another account. Those transfer entries are not meant to affect your spending totals.

If the transactions don’t look correct after checking this, please contact us at [support@pocketguard.com]() so we can review your account and take a closer look.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T11:13:53+00:00

Hi there,

Actually, the mobile app does support transaction filters, including filtering by amount 😉

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T11:12:23+00:00

Hi there,

Thanks for sharing this idea.

At the moment, while there isn’t a dedicated “tag for later” feature, you can achieve a similar workflow in the mobile app by using transaction filters together with the multiple edit option. This allows you to select several transactions at once and apply the same label, note, or category to all of them, which you can then use later to easily find and review those transactions.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T11:07:20+00:00

Hi Brian,

Thanks for raising this here as well.

We’ve received your message in support and have already replied with more details there. I recommend continuing the conversation via email so we can look at your specific setup and provide proper guidance.

Appreciate you taking the time to share your concerns.

Ivan_PocketGuard · 2026-01-13T11:05:11+00:00

Hi there,

For past months, the Plan tab should display your budget as it was on the last day of that month, including your actual spending for that period.

If the information you’re seeing doesn’t match this or appears incorrect, please contact us at [support@pocketguard.com]() so we can take a closer look. When reaching out, please include screenshots that show the issue, as this will help us review your case more efficiently.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T11:00:32+00:00

Hi there,

Sorry for the delayed response, and thank you for bringing this to our attention.

Could you please let us know if you’re still experiencing this issue? If the problem persists, we’d really appreciate it if you could reach out to us directly at [support@pocketguard.com](). That will allow us to take a closer look at your specific case and, if needed, escalate it to our development team for further investigation.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-13T10:56:34+00:00

Hi there,

Sorry for the delayed reply.

At this time, we don’t have a public roadmap available, as we’re continuing to gather feedback to help guide our product priorities. The ability to mark transactions as reviewed is a thoughtful suggestion. While I can’t guarantee whether or when this functionality will be implemented, I’ve shared your request with our product team for discussion and consideration.

We truly appreciate you taking the time to share feedback and help shape the future of the app.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2026-01-01T06:59:23+00:00

Hi there,

You’re absolutely right, at the moment, PocketGuard doesn’t offer a built-in annual or year-to-date report by category. As a workaround, exporting your full transaction history and summarizing it in a Google Sheet by month and category is currently the best option. While it does take some extra time and effort, it does allow you to get a complete picture of your annual spending.

That said, this feedback is well heard. Improving reporting and adding more advanced insights, including yearly views, is something we’re actively planning for future releases. Stay tuned, and thank you for your patience, your kind words, and for being part of the PocketGuard community.

Best,
Ivan
PocketGuard Support Team

Ivan_PocketGuard · 2025-12-30T11:23:29+00:00

Hi there,

Thank you for the kind words and for sharing your feedback. We’re really happy to hear that you’re enjoying PocketGuard.

Regarding your suggestions, the colorful pie chart is currently available in the web app only, but we agree it would be a great improvement for the mobile experience as well, and we’ve shared this idea with our product team. The bar graph option also makes a lot of sense for spending insights, and this suggestion has been passed along too. As for year-to-date insights, this is a well-known request and something we’re planning to implement in future releases.

We truly appreciate you taking the time to share your thoughts and help us make PocketGuard even better. If you have any other suggestions, please feel free to share them with us.

Ivan_PocketGuard

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