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How do I update the balance of an asset or loan?

Learn how to update the balance of an asset or loan manually in the Net Worth tab

Francis avatar
Written by Francis
Updated yesterday

Managing Net Worth is currently available for Premium users.


If Your Account Is Linked to Rocket Money

If your asset or loan account is linked to Rocket Money, your balance will update automatically. This ensures your account always reflects the most up-to-date information, without any manual changes.


If Your Account Is Manually Added

If your asset or loan was added manually (not linked to Rocket Money), you can update the balance anytime.


​To update a manually added account from the mobile app:

  1. Tap More, then select Net Worth

  2. Tap Assets or Debt to find the manual account

  3. Tap the Update button to refresh the balance

Tip: We recommend updating balances every few weeks or months to keep your financial snapshot accurate.
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