Migration guide
Switching from PocketGuard to Budgey
About 20 minutes, most of it automated. Here's the exact path from PocketGuard to a working Budgey budget.
Part 1 — Get your data out of PocketGuard
- 1
PocketGuard's export options are limited — for clean history, download CSV exports directly from your bank(s) instead.
- 2
Note your recurring bills and their amounts; these become recurring transactions in Budgey.
Part 2 — Set up Budgey
- 3
Create your Budgey account
Sign up at budgeyapp.com or in the iOS or Android app. Onboarding takes about two minutes. BaoBot suggests a starter set of categories, and you can rename them to match the ones you had before.
- 4
Set your pay period
Tell Budgey how you get paid — weekly, biweekly, or monthly. Your budget periods will follow your actual paychecks, which is probably an upgrade over the calendar months your old app forced.
- 5
Upload your export to BaoBot
Open BaoBot and upload your CSV, Excel, or PDF file. File uploads are on Plus. It reads each transaction's description, amount, and date, matches categories by name, and imports the lot. Any import can be undone with one message.
- 6
Connect your banks (optional, recommended)
Core includes live bank sync for 1 bank or card. Plus covers 2 or more banks. From then on, new transactions land in your Review Inbox with suggested categories. You approve each one, and your budget stays current without typing.
Switching from PocketGuard: your questions
Is Budgey a PocketGuard alternative?+
Yes. Both give you one clear number. Budgey's number is what's left of your paycheck, built by Auto from real money.
What does Budgey call the number?+
What's left of your paycheck. PocketGuard calls its number In My Pocket.
Can I try Budgey free?+
No. Budgey does not have a free plan. Core is $5/mo or $20/yr with live bank sync for 1 bank and Auto from real money. Plus is $10/mo or $100/yr for 2 or more banks or budgets.
Which is better for biweekly pay?+
Budgey is built around paycheck periods. PocketGuard works if you track daily cash flow. If payday to payday is the main job, start with Budgey. See budgeyapp.com/paycheck-budgeting-app.
Bring your budget home
Core is $5/mo or $20/yr. Import when you're ready. BaoBot does the heavy lifting.
Core $5/mo or $20/yr · Plus $10/mo or $100/yr · iOS, Android, and Web