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
To add a transaction follow these steps within the mobile app:
Head on over to the Transactions tab βπβ
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 manual transaction will now be on the Transactions tab and reflected in your budget as well!
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Deleting a manually added transaction
To remove a manually added transaction within the mobile app:
Navigate to the Transactions tab
Search π 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.