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How to get the most out of Rocket Money

Learn how to use Rocket Money's features to manage your money in one place.

Francis avatar
Written by Francis
Updated this week

Rocket Money helps you organize and track your entire financial life. You can securely connect all your accounts, monitor your spending, manage subscriptions, lower bills, and stay in control of your finances.

You can download the free version, but we also offer a Premium membership with advanced tools. Check out our article on Premium membership features.


Linking your accounts to Rocket Money

Tracking your spending

  • Use the Spending tab to see where your money goes and how it changes over time

  • Get monthly spending reports and detailed breakdowns across all categories

  • Search transactions across accounts and view your full transaction history

  • Customize notifications to alert you about low balances, unusual charges, or other key events

  • Helpful guides:

Managing subscriptions and bills

Budgeting

  • Create a budget to track spending by category and stay on top of your financial goals

  • Start a budget from the Spending tab in the mobile app

  • Edit or add budget categories by tapping the Settings (⚙️) icon under your Spend pie chart

  • Helpful guides:


What's next for Rocket Money

We are always adding new features to make Rocket Money the central hub for managing your finances. Stay tuned for updates and more ways to save, track, and grow your money.

If you would like to submit a feature request to the Rocket Money team, please check out our feature request page on Canny. Canny is a platform we use to track these requests, allowing our Product team to prioritize them based on customer feedback and interest. We truly value insights directly from our members, as they play a vital role in helping us improve our product! Give an upvote to features you would like to see within the app and you will receive an update via email if or when that feature is built out!

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