Rocket Money helps you get organized for tax season by identifying transactions which might be tax deductible. This information can be used to help you decide whether or not to itemize deductions, and to keep track throughout the year in preparation for filing.

Transactions with known charitable donations will be automatically flagged as tax deductible in the app. You can also mark any other transaction as tax deductible, such as medical or business expenses. Premium members can also set their custom categories as tax deductible.

To mark any transaction as tax deductible, simply toggle Is Tax Deductible from the Transaction details screen:

To export your tax deductible transactions, navigate to the Spending tab. Scroll to the bottom of the screen under Non-Spending and tap Tax Deductible. From this screen, you can then tap the Export link at the top right:

For more information on tax deductible transactions, please check out our Learning Center guide.