Import transactions file
B
Billy
Please add the capability to import transactions files (.csv format?) into Rocket Money. This capability is all the more important in light of Rocket Money's dependence on Plaid. It is important that this is allowed for any RM account, at any stage (new or not), linked or not. There may be purported workarounds but they are incomplete and inefficient.
Juliet
Merged in a post:
Import CSV of transactions
K
Kevin Pelletier
Ability to upload a CSV file of transactions if a Plaid connection is not successful as a workaround.
Juliet
Merged in a post:
Bulk Upload Manual Transactions
A
Abigail
My primary account for checking/spending is a fidelity account. Currently the connections with fidelity only supports the total amount, and not the transaction level. To be able to still fully utilize the rocket money features, i would like to be able to bulk upload all the transactions once a month. To do this with every transactions is more maintenance then i can take on.
C
Chris
EdFinancial is sucking ass and no longer connects with Plaid. A manual upload via .csv would be beneficial
Juliet
Merged in a post:
Adding bank statements for accounts that do not link
B
Benson
Please add a feature you can add statements from other accounts to track overall spending and earnings
L
Lenny
I would prefer an excell when pulling my numbers
Juliet
Merged in a post:
upload transactions for accounts you don't link to
B
Beke
Be able to upload transactions in the app through a downloaded pdf of my bank statement, or an excel template with transaction data on it. I have a credit card that doesn’t show its transactions through the app, so being able to upload the transactions through a document would be an easy solution around this.
Juliet
Merged in a post:
Importing Budgets
S
Sonya
Under budgeting, you should have the option to import an excel or csv that easily converts into the budget within Rocket Money for people who have already set up budgets in spreadsheets
Juliet
Merged in a post:
Export/Import Analyze
B
Baris
It'd be beneficial if RM had a way to allow us to export/import all transactions and RM can learn from it. I'll work on all my 2K+ transactions correct categorization much easily on my own then plug back into RM and it'll adjust all knowledge it has about my cateogirzation
Juliet
Merged in a post:
Import CSV of categories
J
Jeff Dastrup
Import CSV to do a mass update of categories for past transactions.
I have made some adjustments to the way I categorize things and would like to fix that so I can be more effective in setting my 2026 budget. It's quick to update in CSV and an upload option would help speed this up for me.
Juliet
Merged in a post:
Upload CSV or statement to automatically add list of transactions
N
Nicholas
I have an account that isn't compatible with plaid. It would be nice if I could use it's monthly statement to automatically add all it's transactions instead of having to do it one by one manually. (
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