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Adding transactions manually

If you've used cash or made a purchase with an account that isn't linked, learn how you can add in a transaction manually.

Francis avatar
Written by Francis
Updated over a week ago

Adding transactions manually is currently available for Premium users.

If you need to add a transaction due to it being a cash transaction or involving a bank account that is not linked to your rocket money account, you can manually add it as a custom transaction.


To add a transaction manually from the mobile app:

  1. Navigate to the Transactions tab

  2. From there, select '+' in the upper right.

  3. You can select either Spend or Income, depending on what type of transaction you're entering.

  4. Add the name, the date, the amount, and the category. If you're adding income, the category will be pre-selected to Income.

  5. Finally, select Save when completed!

Your manually added transaction will now appear on the Transactions tab and will be reflected in your budget!

Please note: Adding a transaction manually 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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Deleting a manually added transaction

Removing a manually added transaction will also remove the transaction from your budgets.

To remove a custom transaction from the mobile app:

  1. Navigate to the Transactions tab

  2. Search by the name of the transaction you would like to Delete

  3. Tap on the name of the Transaction

  4. Finally, select Delete at the bottom of the screen.

Please note: removing a manually added transaction 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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