8.6
Spot Score
PocketGuard Review: Is It The Right Personal Finance Software For Your Team?
Best for SMB teams · Mid-market
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PocketGuard offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
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What is PocketGuard?
PocketGuard is an online personal finance software individuals that install on computer. It's designed to track retirement savings, credit cards, home refinancing, mortgages, insurance, loans and other financial paperwork. It gives the reports and tools needed to make decisions about finances. It has reminders to take care of important things like making mortgage payments or filing taxes.
Pricing
PocketGuard offers custom pricing plan
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
PocketGuard Software Demo
PocketGuard was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider PocketGuard
- Use cases
- Personal finance management, Small business expense tracking, Budgeting and bill reminders
- Team types
- Individual users, Small business owners
- Company size
- 1-50 employees, 51-500 employees
- Workflow style
- Simple and streamlined
- Setup complexity
- Low
Why teams choose PocketGuard
User-friendly interface enabling easy setup and account management
Reliable customer support with responsive assistance
Effective tools for organizing transactions using hashtags and visual budget graphs
Is PocketGuard right for you?
Best for individuals and SMBs needing simple, visual personal finance management.
Choose PocketGuard if
- You want an easy-to-use tool with quick setup and intuitive account management.
- You need effective budgeting with visual graphs and customizable transaction categories.
- You value responsive customer support for troubleshooting and guidance.
Consider alternatives if
- You require advanced investment portfolio management features beyond basic budgeting.
- You need seamless, reliable account connectivity without occasional delays or errors.
What buyers should know before shortlisting PocketGuard
PocketGuard has received overwhelmingly positive feedback in the past 12 months, with users praising its user-friendly interface and reliable connection tools for bank accounts. Many have highlighted its ease of use and effectiveness in tracking expenses, especially compared to other popular budgeting apps like Mint.
Customers appreciate PocketGuard's customization options, such as the ability to create personalized categories and utilize hashtags for organization. The app's visual representations, like graphs showing monthly and annual budget totals, have been particularly well-received.
While some users have encountered challenges with account syncing and cancellation processes, the majority have found PocketGuard to be a valuable tool for financial management. Its responsive customer support team has been commended for addressing user queries promptly and efficiently.
Overall, PocketGuard stands out as an effective budgeting solution, offering a seamless experience for users seeking a comprehensive view of their finances.
PocketGuard pros and cons
- PocketGuard pros
User-friendly interface enabling easy setup and account management
Reliable customer support with responsive assistance
Effective tools for organizing transactions using hashtags and visual budget graphs
- PocketGuard cons
Difficulties in canceling subscriptions requiring extra steps
Issues with credit card budgeting features causing user confusion
Ready to try it?
Get started with PocketGuard
Connect with the team for a personalised demo.
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See how it stacks up
Compare PocketGuard side-by-side with top Personal Finance Software alternatives.
What is the pricing of PocketGuard?
PocketGuard uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
PocketGuard reviews and ratings
Buyer sentiment
Users generally praise PocketGuard for its ease of use and effective budgeting tools but express frustration over subscription cancellation and connectivity issues.
What buyers like
- Ease of use
- Customer support responsiveness
- Budget visualization
Common complaints
- Subscription cancellation difficulty
- Account connectivity problems
What users are saying
ML
Michelle Lightbourn
07/09/24
I am really enjoying Pocket Guard
I am really enjoying Pocket Guard. We are just moving over from YNAB. I find Pocket Guard to be more user friendly than YNAB. I do have questions ...
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D
David
06/10/24
Great replacement for Mint or just a new Budgeting App
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 ...
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JP
Jean Philippe Villard
04/11/24
Mint v2.0
This app is very easy to use and plaid makes it very easy to connect with bank accounts. I highly recommend!
JP
Julie Penner
03/10/24
I have used other apps and found them…
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 ...
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FT
Frank Taylor
02/27/24
A worthy successor to Mint
A worthy successor to Mint. Somewhat harder to work with, but it satisfies my dual requirements of a web interface and Android app availability.
AA
Andrew Amsing
02/27/24
Absolute crap
Absolute crap! I tried their "free" trial even though they ask for credit card. didnt like it after 30 mins so i closed my account. (it asked me to be ...
Read more
- See if PocketGuard fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of PocketGuard?
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PocketGuard security and data handling
Key compliance certifications and security features for IT and security teams evaluating PocketGuard.
Certifications
Security features
Developer & data
Alternatives to PocketGuard
PocketGuard Support Options
Frequently Asked Questions About PocketGuard
Common questions buyers ask before choosing PocketGuard.
PocketGuard is a Personal Finance Software. PocketGuard offers Alerts, Reports, Bills Management, Budgeting, Expense Groups and many more functionalities.
PocketGuard is a strong fit if: You want an easy-to-use tool with quick setup and intuitive account management.; You need effective budgeting with visual graphs and customizable transaction categories.. Consider alternatives if: You require advanced investment portfolio management features beyond basic budgeting.; You need seamless, reliable account connectivity without occasional delays or errors..
Buyers commonly note the following limitations of PocketGuard: Difficulties in canceling subscriptions requiring extra steps; Issues with credit card budgeting features causing user confusion; Problems with account connectivity and transaction loading delays.
Some top alternatives to PocketGuard includes Simplifi, Mint, Goodbudget, Quicken and Personal Capital.
PocketGuard offers Quotation Based pricing model
The starting price is not disclosed by PocketGuard. You can visit PocketGuard pricing page to get the latest pricing.
Ready to try it?
Get started with PocketGuard
Get connected with the team for a personalised demo.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].