Rocket Money

Learn more about your linked bank connection statuses in the app.

Connection Status

Troubleshooting duplicate transactions in the app

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

How to customize a low balance alert

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

Editing and Creating Transaction Categories

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

Creating transaction rules

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

Tracking your income

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 ensure your income is accurately tracked within the app

Fixing your income transactions

Learn how to accurately reflect refunds in your budget

Tracking refunds

Learn more about tracking your credit card payments within your budget

Working with credit card payments & transfers

Learn more about categorizing reimbursements and shared bills within your budget

Working with reimbursements & shared bills

Keeping track of tax deductible transactions in Rocket Money

Tax Deductible Transactions

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Noël Smoot

Daniel Andrew

Perfect your data

Find answers and get help from Intercom Support and Community Experts

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