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 transactions
M
Melissa Leon Pons
I wish I was able to manually upload a CSV file with my transactions
Juliet
Merged in a post:
Upload Transactions
B
Brian
I have a Fidelity Cash Management account and Rockey Money doesn't pull the transactions from that account. If Rocket can fix that, I'd at least like to have the ability to upload a .csv file with all the transations
K
Kyle Mattus
such an important feature, must be prioritized. If a bulk csv seems too problematic (not very user friendly, can have unintended impact), perhaps a simple web UI to be able to add multiple transactions manually.
This is often to account for/ fix issues with the Plaid integration or other issues that come up due to integration problems. Having this allows for a fallback/ workaround
Juliet
Merged in a post:
Upload Historical Spending Data and Bank Statements
J
Joe
Plaid only pulls data from recent months, so my data is limited as a new user.
Juliet
Merged in a post:
Import transactions bulk
S
Solean
Hey Rocket team,
Loving the app, but the manual transaction flow is a real bottleneck for anyone with cash spending, unlinked accounts, or historical data to backfill. Adding transactions one at a time on mobile works for a single coffee, but it's painful for months of data or a foreign account you can't link.
Could you add CSV bulk import for manual transactions?
Ideal shape:
- Upload a CSV with columns for date, amount, name/description, category, and account
- Preview screen to map columns and confirm categories before committing
- Web support (not mobile only) since most people keep CSVs on a laptop
- Option to assign all rows to a specific manual/cash account in one go
- Duplicate detection against existing transactions
Use cases this unlocks:
- Backfilling history when someone first signs up (big win for budget accuracy)
- Tracking foreign bank accounts or cards Rocket can't link to
- Importing cash expense logs from a spreadsheet
- Migrating from Mint, YNAB, Copilot, Monarch, etc.
With Mint's shutdown sending a lot of users your way, frictionless migration feels like a direct retention play. Happy to beta test if that helps.
Thanks!
Juliet
Merged in a post:
Ability to import transactions from a file
D
Doralie
For accounts that cannot be linked to Rocket Money: since we are all able to get statements or transaction history downloaded. It would be useful to be able to import transactions to Rocket money. Even if we have to comply with a stringent format of the input file!!! And even if it did not include categorization!!!
Juliet
Merged in a post:
Import transactions from and excel file on my laptop
Dennis Adams
Recommend adding this feature, because the mobile app import feature has not been working for 5 days. At this point, I can not get my Apple Credit Card transactions for March 2026 into Rocket Money.
Juliet
Merged in a post:
Manual Transactions
J
Juan
We really need to be able to manually upload bank transactions.
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.
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