Sharing your Rocket Money account and Premium Membership with a partner has never been easier! Together, you’ll be able to manage your budgets, see all of your bank accounts and transactions in one place, review all of your subscriptions, and more! Each person will have their own login credentials, so your passwords can still be secure 🔒
Account Sharing is still in beta testing. There are a few limitations still, but we’re working on making the experience better!
Examples of Using Rocket Money Together
Create a Household Budget
As our lifestyles change, so should our budget! You can create and modify your budget together. For example, if one person does most of the grocery shopping, they may want to set the Grocery budget. If the other person keeps track of bills and and may want to set the Bills & Utilities budget. Changes that one person makes will be saved for the other.
Both account holders will be able to view, add, and cancel subscriptions in Rocket Money. Keep up to date on your household or individual recurring payments here.
Track your Finances Together
Get a holistic view of your income and spending across all bank and credit card accounts. Together, you can categorize and add notes to expenses, to stay on top of your spending.
Save for your Future
Create a Smart Savings account to automatically set aside money towards your savings goals. Together, you can watch your savings grow!
Note 👉 Only one checking account can be linked to Smart Savings goals.
Steps to Share and Revoke Access to your Rocket Money Account
How to Share your Rocket Money Account
Sharing your Rocket Money account can only be done through our mobile app currently. Please follow these steps to share your account:
Tap on the Settings (⚙️) icon in the upper left corner of the Dashboard
Select Profile from the menu
Scroll down and tap on Enable under Share with your Partner
Enter the full name and email address of the person that you’d like to share your account with.
Tap Share My Account and then you’ll be taken to a confirmation screen. Select Done to go back to your Profile page
How to Revoke Access to your Rocket Money Account
If you decide that you no longer want to share your account, you can always revoke the invite or access to the account. You can do so by following these steps:
Once logged into the Rocket Money app, tap on the Settings icon (⚙️) in the upper left corner of the Dashboard
Tap on Profile
Under the Account Sharing section, tap on Stop Sharing
The Primary User will be asked to confirm that this is an action that they’d like to take. If the Primary User is sure that they’d like to “unshare” their data, they’ll just tap on Yes, Unshare to remove the Secondary User from their account
How to Accept the Invite to a Shared Rocket Money Account
If you received an invite to join someone’s Rocket Money account, you can follow these steps to accept the invite:
Tap on Accept Invitation in the invitation email that you received from firstname.lastname@example.org (the subject line will be You’ve been invited to join [Primary Member’s] Rocket Money account)
Enter your desired password for your new Rocket Money account
If you don’t have the Rocket Money app downloaded, you’ll be prompted to download the app on your mobile device.
Once the app has downloaded to your device, you can login with your credentials