Rocket Money

How to find your connection status in the app and what it means

Connection status

Troubleshooting duplicate transactions in the app

How to search and find specific transaction(s) within Rocket Money

Searching my transactions

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.

Adding transactions manually

Learn how to ignore transactions from your spending charts and/or budgets

Ignoring transactions

Category Review helps keep your spending organized and your budget accurate by helping you quickly confirm or edit recent transaction categories.

Transaction Category Review

How to edit transaction categories, create custom categories and delete custom categories in the Rocket Money mobile app

Editing and creating transaction categories

Learn how to create tags for your transactions within the Rocket Money mobile app.

Create and apply tags for transactions

How to create custom transaction rules in the mobile app and on the website

Creating transaction rules

Learn how to split transactions for accurate budgeting

How to split transactions

Learn how Rocket Money can help you keep track of your income and adjust your spending accordingly.

Tracking your income

Learn how to ensure your income is accurately tracked within the app

Fixing your income transactions

Control how your credit card payments appear in the app for better insights into your budget.

Customize your card payment preferences

Keeping track of tax deductible transactions in Rocket Money

Tax deductible transactions

How to export transactions from Rocket Money to a .csv file

Exporting transactions

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Learn how to manage and edit your transactions within the Rocket Money app

Get the most accurate view of your transactions with Rocket Money

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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