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features
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support

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Description

Quickly view the totals across your various account types and easily access the balances of any account you're interested in examining. Monitor both your short-term and long-term financial changes by account type to evaluate your growth in cash reserves, investments, property value, and beyond. Gain a comprehensive overview of your income, expenses, and transactions all in one convenient location. With NerdWallet, you can understand exactly how much money you have and how it is being allocated. Uncover valuable insights that empower you to maximize your financial potential. Start by assessing the overall landscape of your finances, viewing all your accounts on a single screen, or delve deeper into specifics like your cash flow, expenditures, credit score, and net worth. Additionally, receive expert tips approved by NerdWallet to enhance your financial health. Explore strategies for continuous improvement, such as boosting your credit utilization or settling your bills ahead of time. Moreover, identify opportunities to fine-tune your spending habits and recognize when something seems amiss to maintain better financial stability.

Description

PocketGuard's primary goal is to assist users in maintaining their spending below their earnings. To achieve this, we introduced the IN MY POCKET feature, which calculates the available funds for discretionary spending after accounting for bills, goals, and essential expenses. Users can categorize their bills and expenditures into various sections, allowing for personalized budgeting tailored to individual needs. Additionally, by analyzing spending habits, users can identify their highest expenses and eliminate unnecessary costs, like that daily coffee habit that can add up significantly over time. The app also enables users to aggregate their financial accounts, including banks, credit cards, loans, and investments, in one convenient location, helping them monitor their account balances and overall net worth. Importantly, we prioritize user security and do not require bank credentials to begin using the app. Users are welcome to explore PocketGuard by manually tracking their transactions and can link their bank accounts at any point later on, ensuring a flexible and user-friendly experience. Ultimately, PocketGuard is designed to empower users to take control of their finances effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

NerdWallet

Country

United States

Website

www.nerdwallet.com/l/nerdwallet-app

Vendor Details

Company Name

PocketGuard

Country

United States

Website

pocketguard.com

Product Features

Product Features

Alternatives

Alternatives

Kudos Reviews

Kudos

Kudos Technologies