Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Monavio is an online personal finance application designed for those looking to streamline their spending and gain insight into their financial situation without needing to connect their bank accounts. Users can conveniently upload their bank, credit card, or investment statements in various formats such as PDF, CSV, or Excel, or they can simply forward these documents via email; Monavio then processes and organizes the transactions automatically. The app offers a variety of features that include spending analysis, budget categorization, detection of recurring charges, tracking of investments, monitoring net worth, and planning for financial independence using adjustable parameters and Monte Carlo simulations. Furthermore, users can handle multiple accounts and currencies, allowing them to view their financial information cohesively in a single platform. This web application caters to individuals who are focused on budgeting, managing investments, or setting and achieving long-term financial objectives while ensuring a user-friendly experience.
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
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$3/month
Basic is $3/month with annual billing ($36/year), or $5/month with monthly billing; it includes 10 statements per month. Plus and Pro cost $5/month and $7/month, respectively, with annual billing. A 14-day trial of Pro features is available without a credit card.
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Monavio
Country
Panama
Website
monavio.app
Vendor Details
Company Name
PocketGuard
Country
United States
Website
pocketguard.com