Rocket Money

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Learn how to create and manage your budget with your Rocket Money account.

Perfect your budget and transaction data

Discover practical tips and lessons in Rocket Money's Learning Hub to make finances less intimidating.

Discover the Learning Hub

Creating and managing budgets in Rocket Money

Creating a Budget

The Watchlist lets you favorite and monitor the categories, tags, and merchants most important to you without needing to commit to setting up an entire budget.

Track the spending that matters most with a Watchlist

Starting your financial journey or looking to control your spending? We've designed challenges to keep you motivated.

Build better money habits with Challenges

Learn how to change or remove a low balance alert in Rocket Money

How to customize a low balance alert

Payday View allows you to view bills that are due before your next payday and calculate a 'safe to spend' number

Enabling Payday View

Learn how to accurately reflect reimbursements and share bills in your Rocket Money budget

Working with reimbursements & shared bills

Learn more about tracking your credit card payments within your budget

Working with credit card payments & transfers

Learn how to use your non-spending categories

Understanding non-spending categories in your budget

Learn how to accurately reflect refunds in your Rocket Money budget

Tracking refunds

Learn how to create and manage your budget within the Rocket Money app

Budgeting with 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

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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