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 free Budgey account
Sign up at budgeyapp.com or in the iOS/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 part of Budgey Unlimited). It reads each transaction's description, amount, and date, matches categories by name, and imports the lot — and any import can be undone with one message.
- 6
Connect your banks (optional, recommended)
With Budgey Unlimited, connect up to 3 banks or cards via Plaid. From then on, new transactions land in your Review Inbox with AI-suggested categories — you approve each one, and your budget stays current without typing.
Switching from PocketGuard: your questions
How is Budgey's "what you have left" different from PocketGuard's "In My Pocket"?+
Both answer "what can I still spend?" PocketGuard computes it automatically from linked accounts and bills, which is convenient but hard to audit. Budgey builds the number from your per-category, per-pay-period budget, and bank-synced transactions only count after you approve them in the Review Inbox — so you always know why the number is what it is.
Does PocketGuard have an AI assistant?+
No. Budgey includes BaoBot — a conversational AI that answers questions about your spending, adds transactions, and scans receipts — and an MCP server that lets Claude, ChatGPT, or other AI agents manage your budget.
Can I use Budgey on my computer?+
Yes — budgeyapp.com is a full web app with the same budget, synced instantly with the iOS and Android apps. PocketGuard is primarily a mobile app.
Switching from something else?
Bring your budget home
Start free and import when you're ready — BaoBot does the heavy lifting.
No credit card required · Free plan forever · One budget on every device
Budgey
Budgeting for all
Copyright © 2026
By using Budgey, you agree to abide by the terms and conditions + privacy policy linked below. If you do not agree with any part of these terms, please discontinue the use of the app.