Getting started with Category Review in the mobile app:
From your Dashboard, scroll down to Recent Transactions
Select Category Review
How Category Review works
When you open the tool, your ten most recent transactions appear one at a time as cards. Each card shows:
Transaction name
Amount
The category Rocket Money assigned
Swipe right if the category looks correct
Swipe left to change the category
When you swipe left, you'll see your category list. Tap the category you want to assign, then move on to the next transaction.
Don’t see Category Review?
The Category Review feature becomes available again after you've made at least ten new transactions.