AI Financial Assistant Feature Request
Reagan Bales
I’ve noticed many users requesting AI functionality that could personalize and streamline financial management. Origin already offers this with features like its AI Budget Builder and intelligent financial assistant. Based on the feedback in Rocket Money’s own feature board, there’s strong demand for similar tools—users want AI that can:
• Analyze transactions and spending trends to make tailored saving or budgeting suggestions
• Let them chat naturally with their data (e.g., “How much did I spend eating out last month?” or “What can I cut to save $500 this quarter?”)
• Automate categorization, budgeting, and forecasting tasks
• Provide scenario-based analysis (“Could I afford this expense?”) and even tax insights
Integrating a secure, privacy-focused AI assistant that combines these abilities would not only meet user expectations but help Rocket Money stay competitive as AI-driven finance tools become the norm.
Juliet
Merged in a post:
AI and natural language processing
Y
Yashwanth
Any sort of AI assistance than can use the spending data present in this app. Can be used for any number of scenarios for financial planning
Juliet
Merged in a post:
AI Chat that you can ask about your finances
R
Randall
It would be cool to hav AI chat intergrated in where you can ask it information based on the information provided. It could be similar to how YouTube intergrated Gemeni into YouTube to answer questions about the video based on the transcript.
Juliet
Merged in a post:
AI evaluation and updates
M
Monica
I'd like the system to tell me where my money is going and make specific recommendations on how to improve or limit spending.
Juliet
Merged in a post:
AI Analysis & Cashflow Map
B
Benjamin
I love Rocket Money and the services we currently have access to. Two improvements that could be made is having an AI companion in our account that could conduct trend analysis, highlight abnormalities, and offer advice/help create financial plans for goals (similar to origin or monarch).
Another feature that I liked on Monarch was the Cashflow Map. It provided a clear image and description of different sources of income and how those sources of income were consolidated & distributed.
I was on Monarch concurrently while on Rocket Money for both of the reasons above. I prefer to use Rocket Money for the additional services you provide but it would be wonderful if you added those systems so this could be my one stop shop!
Juliet
Merged in a post:
Interactive AI chatbot
D
Darren
AI chatbot to interact with about my finances. E.g., how much money did i spend on my vacation in this past 3 weeks?
Juliet
Merged in a post:
AI Agent for Transactions
B
Brian
Maybe exists already and I just can't see it, but would love an AI agent that you could ask things like "how much did I spend on x last year" or "how much did I spend at y over the last 90 days". Think this would be a huge value to users.
Juliet
Merged in a post:
AI Tools
O
Oscar
This app is amazing, but is now falling behind the technological curve. AI tools should really be added to this system such as a tool that automatically creates budgets based on past spending, automatically recommends ways to save, has a chat bot function where we can ask specific questions about our finances, and can provide recommendations for how to pay off debts based on income etc.
Juliet
Merged in a post:
AI enhancement
G
Gerardo
Please add AI enhancements, so we can ask questions about forecast, spending habits, etc
Juliet
Merged in a post:
AI help
S
Sara
It would be nice to have AI look at my finances and tell me where it sees money moving out and how I could improve my spending. A little AI chat all about financial support.
Load More
→
Amazon_Shareholder_Letter