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Adding transactions manually
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

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:

  1. Head on over to the Transactions tab β€œπŸ”β€

  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. Select Save when completed!

Your manual transaction will now be on the Transactions tab and reflected in your budget as well!


Deleting a manually added transaction

To remove a manually added transaction within the mobile app:

  1. Navigate to the Transactions tab

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

  3. Tap on the name of the Transaction

  4. Select Delete at the bottom of the screen.

Please note that this will also remove the transaction from your budgets.

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