Rowan by Rocket Money is an AI-powered financial assistant that can help you better understand your finances and take action through text messages!
With Rowan by Rocket Money, you can ask questions about your money, get help organizing your Rocket Money account, and receive guided next steps for eligible tasks like subscriptions, budgets, and recurring charges.
What you can do with Rowan
Rowan can help with everyday money questions, account organization, and guided next steps in Rocket Money, all from your phone’s messaging app.
Ask money questions. For example, you can ask how much you spent, how much you saved, or where your money went.
Get helpful updates. Rowan can text you about things happening in your finances, like spending changes or reminders.
Understand spending. Rowan can help explain spending patterns so you can make more informed decisions.
Organize transactions. Rowan can help with eligible transaction updates, including categories, notes, or ignored transactions.
Review budgets. Rowan can help you check your budget progress and understand how much you have left to spend.
Help with subscriptions and bills. Rowan can help you better understand recurring charges and may be able to start eligible cancellation or negotiation requests.
Guide you through Rocket Money. Rowan can help take you to the right screen for things like budgets, transactions, bills, goals, account linking, Premium+, or settings.
Connect you with Support. If your request needs a human, Rowan can gather helpful details and help get your issue to the right team.
Personalize your experience. Rowan can help manage certain preferences, like notifications or connected Gmail access.
What should I ask Rowan?
If you’re not sure where to start, try asking:
“How much did I spend on groceries last month?”
“Can you update this transaction category?”
“Can you help me review my subscriptions?”
“Where can I update my notification settings?”
For more examples, check out: What can I ask Rowan?
Tips for getting the most out of Rowan
Be specific in your request. If you want help with a charge, a trial, or a refund, include key details like the merchant name, amount, and what went wrong.
Watch for follow-up questions. If Rowan needs more information before taking action, it may text you to confirm details.
Start with a simple question. If you’re not sure what to ask, try a quick question about your spending or a recent transaction.
Frequently Asked Questions
Do I need to open the Rocket Money app to use Rowan?
No. Rowan communicates via text message, so you can use Rowan directly from your phone’s messaging app.
What kinds of actions can Rowan take?
Rowan can help with tasks like organizing transactions and budgets, tracking trials, and reaching out to companies for refunds. Rowan may ask you to confirm details before completing certain actions.
Terms and exclusions may apply. Please click here to learn more.