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Know where your money stands and what to do next about it
Grounded in available product and source data
PocketBuddy is a personal finance app that pulls your accounts, budget, goals and long-term plan into one calm view. Link banks, cards, loans and brokerages, or import your Mint or Monarch history, and it starts sorting.
It categorises transactions, catches transfers between your own accounts, finds recurring charges and tracks net worth, then answers questions like where did my money go. Bank access runs through Plaid and is read-only, so credentials are never stored.
