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Transaction Category Review

Category Review helps keep your spending organized and your budget accurate by helping you quickly confirm or edit recent transaction categories.

Sabrina avatar
Written by Sabrina
Updated this week

Getting started with Category Review in the Mobile App:

  1. From your Dashboard, scroll down to Recent Transactions

  2. 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.

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