Rocket Money

Understand how net worth is calculated and displayed on the Net Worth tab.

How is net worth calculated?

Understand what is included in your assets and how it is displayed within the Rocket Money app.

What is included in my assets?

Understand what is included in your debts and how it is displayed within the Rocket Money app.

What is included in my debts?

Learn how to link a missing account within Net Worth using Plaid or manually add in your asset or debt to track within Rocket Money.

What if I am missing an account in the Net Worth tab?

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

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

Understand why one of your graphs in the Net Worth tab has a straight, gray line on it.

Why does my graph have a gray line on it?

Understand how to include equity values in net worth chart

Use equity values in Net Worth charts

Understand how to include your checking accounts in your Net Worth tab

Include checking in Net Worth

Learn how to include your home(s) to be tracked in Net Worth

Include home(s) in Net Worth

A step by step guide to linking your property to your mortgage in the Net Worth tab

How to link your property to your mortgage in the Net Worth tab

How to adjust the value of your home in the Net Worth tab within Rocket Money

Adjusting your home value

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Learn more about tracking your Net Worth with your Rocket Money account.

Net Worth

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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.

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

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

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

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