Creating custom transaction rules is currently available for Premium users.
Rocket Money automatically detects subscriptions by analyzing transactions from your connected bank accounts and credit cards. The Transaction rule feature will allow you to automatically customize sort and edit your transactions. You can create rules that apply when specific transaction amount or descriptions occur, the rules can then change the category, assign the charge to a bill, ignore it from your budget, and so on.
For example, you may make multiple peer-to-peer transactions via Venmo each month that you’d like automatically categorized and renamed, i.e. Electric Bill, Allowance, Doggie Daycare.
To create transaction rules from the Mobile App:
Tap on the Settings (⚙️) icon in the upper left corner of the Dashboard.
Select Categories, Tags & Rules
Next, tap on the Rules tab
From here, you can view and edit your existing rules or tap on New Rule to create a rule
Finally tap on If the transaction… where you can input your matching criteria for the name and/or the amount, and then select the updates you'd like to apply.
To create transaction rules from the Website:
Tap on the Settings (⚙️) icon in the upper left corner of the Dashboard.
Select Transaction Rules
From here, you can view and edit your existing rules or tap on New Rule to create a rule
Select options for Match on Name and Match on Amount, and then select the updates you’d like to apply.