PocketGuard Launches A New Feature: Easy Data Transfer for Mint Users

Mountain View, California--(Newsfile Corp. - February 26, 2024) - Recently, budgeting app PocketGuard launched its latest feature - seamless data transmission from Mint, providing users with a smooth and safe conversion from one application to another.

PocketGuard

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The PocketGuard app is designed to simplify personal finance management & empower users to take control of their capital and make informed decisions to achieve their monetary goals - whether it's real-time expense tracking, personalized insights, or customizable budgets. And since Mint users are seeking a suitable alternative and effortless passage to continue managing their finances effectively, PocketGuard is able to offer this effective solution to keep their personal finances on track.

"We've received many inquiries regarding the shift from Mint to PocketGuard, and to make it as easy as possible for the users, we're launching this transfer data feature, which allows movement of all historical data, keeping details such as transaction history, categorization, net income, and net worth reports," says Dmitry Savransky, CEO of PocketGuard.

The feature is based on the Mint CSV files and includes these five simple steps that allow you to transfer all of users Mint data in a few clicks.

• Step 1: Connect bank accounts or add them using PocketGuard's internal cash accounts. This will help the app to identify links between accounts and transactions.

• Step 2: Upload user's Mint CSV file only - PocketGuard needs to know which data should be transferred.

• Step 3: Match Mint categories with those of PocketGuard - the names of their categories may differ, so users need to to match them.

• Step 4: Match the accounts from the Mint file with PocketGuard accounts.

• Step 5: Choose the transactions users want to prioritize.

For more detailed instructions for the 5 steps data transfer, please visit the following link:
- https://pocketguard.onelink.me/YwDt/24kdf055

In addition to providing a straightforward shift for Mint users, PocketGuard offers several enhanced features that set it apart as a great alternative for users of other budgeting apps. These include real-time expense tracking, personalized insights, bill tracking, and customizable budgets, among others. 

Media Contact:
Ira S
pr@pocketguard.com
https://pocketguard.com/

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