J
Jen
Having an annual review would be really helpful for a lot of reasons. Please add this feature!
M
Meghan
trying to do taxes and need this - please add with urgency!!!
K
Kitt
we need tools for tax return season to make this app valuable long term!
A
Arthur
Look at Quicken and follow the leader!
Juliet
Merged in a post:
Annual totals for transactions
D
Donald
I was able to sort out all the monthly transactions for a particular category for 2025, but there was no a total at the bottom. This would be quite helpful, especially for tax purposes.
A
Alethea
I agree 100%. Credit cards give year end summary, why can't Rocket Money? Makes no sense!
C
Chris
Yes, I need to see things like monthly income and expenses averaged over the year (or a custom date range). There is too much fluctuation from month to month to get a good sense of what to expect over the next year.
K
Kevin
This is exactly what I was going to ask for. Month to month is okay but I'd love to see year to date and a year end review.
C
Cindy
I would like to be able to see the entire year (income and expenses) by month and by category - on one big spreadsheet. What could be even better ? Being able to compare one year to the next!