Import Transactions
Juliet
Merged in a post:
Bulk Transactions
F
Fernando Sinzato
Manually bulk import
O
Octavio
This is very needed. Also the ability to add "Manual Accounts" for those not supported.
Fox
Merged in a post:
Import edited transactions
P
Paul Mullins
I want to go back and mass recategorize like 2 years worth of transaction. I would like there to be a feature that allows me to import my edited transactions.
H
Hunter
chase only imports most recent months.. why doesnt rocket money persist historical transactions?
Salman Khan
This should be higher on the list
Juliet
Merged in a post:
Import data
K
Kim
I would love to be able to import data from an excel spreadsheet template or any kind of template. This would be very useful for inputting manual transactions such as cash transactions or accounts that aren't capable of connecting through plaid. Putting them in one at a time is very time consuming and tedious but I feel that I have enough cash transactions that I must include them in order to get an accurate picture of my finances.
Juliet
Merged in a post:
Import function
Dan Northington
Due to the current issue with American Express, without the ability to import those transactions manually, your service is not very useful to me.
K
Kostas Tsiampouris
Please implement a basic version and you can iterate. This shouldn’t take more than 1 eng week
Magic Valley - Pest Management
I would love this!
Daniel
Hi Paul, thanks for asking about this! I have a couple of follow-up questions so that our team can understand this request better.
Are these transactions that are already in Rocket Money or transactions that weren't added when you connected your bank account?
If these are transactions that are already in Rocket Money, you can bulk edit transactions on the Rocket Money website.
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