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Editing and Creating Transaction Categories
Editing and Creating Transaction Categories

How to edit transaction categories, create custom categories and delete custom categories in the mobile app

Francis avatar
Written by Francis
Updated over a week ago

Rocket Money automatically categorizes your transactions into our predefined categories. Our algorithms are constantly improving but are not perfect.

TIP: The easiest way to find and fix categorization mistakes is to look at a monthly view of your Spending tab . The pie chart there gives you a quick representation of spend, and if a category appears too big, you can tap the icon to quickly see all of those transactions, making it easy to find the transaction that may be throwing things off.

Editing a Category

Sometimes an expense will show up in the wrong category, or you will want to re-categorize an expense. Β To do this, simply find the expense within your transactions on the Transactions tab, then tap the category listed below the transaction description (shown below) πŸ‘‡

From there, you can select the desired category for the transaction πŸ‘‡

Creating a Custom Category on the Mobile App

You can make a custom category by following these instructions πŸ‘‡

  1. Tap on the Settings (βš™οΈ) icon on the top left hand corner of the screen

  2. Select the Categories and Rules tab

  3. 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. Select Save.

Please note πŸ‘‰ Creating custom categories can only be done on the mobile app at this time. Please log in on your mobile phone to get started.

Deleting a Custom Category on the Mobile App

If you wish to remove a custom category from your budget, tap on the Settings (βš™οΈ) icon in the upper left of the Dashboard. Next select the Categories and Rules tab, and tap on the name of the category you would like to delete.

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