Please note adding custom transactions manually is currently only available on the app for Premium users. Transactions cannot be added on our website.
Rocket Money makes it easy to analyze your spending by simply linking your bank accounts.
However, sometimes you might use cash or make a purchase with an account that you don't have linked. In those cases, it's a simple process to add or remove a transaction to make sure you're getting a full picture of your finances.
Adding a transaction manually
Head on over to the Transactions tab “🔍”
From there, select '+' in the upper right.
You can select either Spend or Income, depending on what type of transaction you're entering.
Add the name, the date, the amount, and the category. If you're adding income, the category will be pre-selected to Income.
Select Save when completed!
Your manually added transaction will now appear on the Transactions tab and will be reflected in your budget!
Please note: at this time adding a transaction manually option is only available in the mobile app for Premium users, you will not see this option on the web version.
Deleting a manually added transaction
To remove a manually added transaction within the mobile app:
Navigate to the Transactions tab
Search 🔎 by the name of the transaction you would like to Delete
Tap on the name of the Transaction
Select Delete at the bottom of the screen.
Please note that this will also remove the transaction from your budgets.
