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How to create your own budget category

Learn how to customize your budgeting goals with custom categories

Francis avatar
Written by Francis
Updated over 4 months ago

With a Rocket Money Premium membership, create your own budget categories to help track your spending using custom categories. Once created, custom categories can be included within budgeting goals too!

Creating your own budget category is currently available for Premium users.

To make a custom category from the mobile app:

  1. Tap on the Settings (βš™οΈ) icon in the upper left corner of the Dashboard.

  2. Next, select the Categories and Rules tab

  3. From there, tap New Category

  4. Type in the name you'd like to set for the category and choose an icon & color you'd like to use. You can also select if you want the category to be included in your spend or income.

  5. Finally, select Save.


​You'll also need to manually add a transaction to your new category in order for them to count towards your spending totals.

Please note: Creating custom categories is available exclusively on our mobile app - this feature is not available to complete the above instructions on our website, Rocketmoney.com.

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