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Viewing my Financial Goal’s Transfer History
Viewing my Financial Goal’s Transfer History

Learn where to view your transfer history for your financial goals

Brooklyn avatar
Written by Brooklyn
Updated over 4 months ago

Tracking your progress towards your financial goals is crucial, and Rocket Money makes it easy to monitor all transfers into and out of your financial goals. You can access this information directly from your Rocket Money account, whether you're using the mobile app or the website.

Viewing Transfer History in the Mobile App:

  1. Open the Dashboard and expand the Savings section.

  2. Select the goal you want to view transfers for by tapping on its name.

  3. Scroll to the bottom of the page to find the Savings History section, where you can see your transfer history.

Viewing Transfer History on the Website:

  1. Open the Dashboard and expand the Savings section.

  2. Select the goal you want to view transfers for by clicking on its name.

  3. Look for the Recent Transfers section to view your transfer history.

You'll see deposits into your savings goal marked with a plus symbol before the amounts, while other transactions will indicate withdrawals from your savings plan.

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