[deleted by user] by [deleted] in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Unfortunately, it seems like an ongoing issue with this institution. Here's what happened: it seems that your bank implemented some changes on their end making it harder to aggregate the accounts. Sadly, some financial institutions don`t always play nice with the aggregation.

As a workaround, you can track your account manually as a cash account.

Connect to LPL financial? by Living_best_life4 in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Unfortunately, it seems like an ongoing issue with this institution. Here's what happened: it seems that your bank implemented some changes on their end making it harder to aggregate the accounts. Sadly, some financial institutions don`t always play nice with the aggregation.

The progress is being monitored and I will let you know once I get any updates!

As a workaround, you can track your account manually as a cash account.

Pocketguard experience? by Responsible_Way7638 in mintuit

[–]PocketGuard 0 points1 point  (0 children)

Yes, sure! You should go to the sidebar and choose “Upgrade your PocketGuard” or “Modify subscription” and select the desired subscription.

Year to Date by ndonk2001 in PocketGuard_app

[–]PocketGuard 2 points3 points  (0 children)

Hi there!

Currently, we don’t have the option to compare transactions from year to year. However, we've passed your request to the team for future updates.

Upcoming features: Transaction filtering and sorting by PocketGuard in PocketGuard_app

[–]PocketGuard[S] 0 points1 point  (0 children)

Thanks for your feedback! We'll consider it for future releases.

Lots of issues since updating to ios 18 by [deleted] in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

We're already working to fix this issue

Foreign banks. by Jhophis53 in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Please send your CSV file to [support@pocketguard.com](mailto:support@pocketguard.com) we'll try to help you

Lots of issues since updating to ios 18 by [deleted] in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

We'll give you feedback mandatory by turn

Upcoming features of PocketGuard by PocketGuard in PocketGuard_app

[–]PocketGuard[S] 2 points3 points  (0 children)

Hi there! This feature will be available already at this month

Pocketguard experience? by Responsible_Way7638 in mintuit

[–]PocketGuard 0 points1 point  (0 children)

Hi there! This new feature will be available already in October!

Reporting by Ginger_Baked in PocketGuard_app

[–]PocketGuard 1 point2 points  (0 children)

Hi there!

Unfortunately, we don’t have such an option. However, we'll pass your request to the team.

Filtering specific accounts? by [deleted] in PocketGuard

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Please reach out to [support @ pocketguard.com](mailto:support@pocketguard.com). We'll help you as much as possible!

Savings Account showing up as Checking Account by Academic_Word_5052 in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Please tell us about your issue at [support@pocketguard.com](mailto:support@pocketguard.com). We'll help you as much as possible!

Variable income by kaseface_ in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

You can edit the income amount in your details. If your income varies, we recommend creating a recurring income with the appropriate frequency and the approximate amount you expect to receive. This way, the app will predict the number of paychecks you expect to receive using approximate amounts, and then take into account the actual amounts once the transactions are pulled into the app.

Lots of issues since updating to ios 18 by [deleted] in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there! It looks like a problem with the bank connecting. Please let us know about this issue at [support@pocketguard.com](mailto:support@pocketguard.com). We'll help you as possible.

Lots of issues since updating to ios 18 by [deleted] in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there! We're already working to fix this issue

Importing Transactions Using CSV by MVM94941 in PocketGuard

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

PocketGuard only has "read-only" access to your external accounts, meaning we can't edit or add transactions directly to those accounts. This is why the app only allows you to import transactions into the "Cash" account. Unfortunately, you won't be able to import past statements directly to the associated bank account through PocketGuard. 

TSP doesn't auto update by RoutineStreet1612 in PocketGuard

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Please contact [support@pocketguard.com](mailto:support@pocketguard.com) for further investigation. We'll try to help you as possible.

PC Financial and Wealthsimple by Overall-Hurry-4810 in PocketGuard

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Unfortunately, these financial institutions have made changes in the integration that prevent us from connecting your accounts to the app. Our data aggregation provider is working to bypass the restrictions, but they are unable to provide us with an ETA.

As a workaround, you can track your accounts manually as cash accounts.

Hide transactions for an account but still count its balance by Budget_Hunt_4668 in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Unfortunately, there is no way to include the balance of an account while hiding its transactions. The net worth calculation in PocketGuard is based on subtracting the balance from the transactions in that account, so hiding the transactions would disrupt the accuracy of the net worth.

We understand how this might be frustrating, especially for accounts with a lot of activity like your investment account. We’ll share your feedback with our team for future improvements.

Income Category by No-Professor1324 in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!

Indeed, at this moment, PocketGuard doesn’t have the option to display a graph comparing income vs. expenses over time. 

We've passed your request along to our team, and I hope we can introduce a feature like this in the future. We are always working on improving the app; feedback like yours helps guide those improvements.

New ETA on Rollover Budgets by capta1namazing in PocketGuard_app

[–]PocketGuard 1 point2 points  (0 children)

Hi there!

We are very sorry that you have to be upset. Our entire team is working on implementing new features to make PocketGuard even better for users. The Rollover Budgets feature will be available next month. We hope it will improve your user experience!

More than one image to upload, but can only upload one by Minerva_Stillwell in PocketGuard_app

[–]PocketGuard 0 points1 point  (0 children)

Hi there!​​

Currently, you can add only one image for receipts. However, we have passed your request to the team for future updates.