Manually add info for unlinkable accounts
C
Carolyn
I’d like the option to add information about accounts I have that don’t link through Plaid, for example my 401(k) through my employer. An option to simply input how much is in the account to display on the dashboard and maybe even how much I contribute each month would help with calculating my net worth and tracking retirement goals. Thank you!
Juliet
Merged in a post:
Ability to add manual account
M
Melonie Holmes
Need to be able to add manual accounts to track things like cash.
Juliet
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Custom accounts
A
Alexi
Users should be able to add custom bank accounts or accounts from outside the US banking system to provide a more accurate overview of their actual assets and expenses.
Juliet
Merged in a post:
For non-supported institutions (e.g. my HSA provider) -- manual entry to have rough tracking
R
Rachel
I would love to be able to include my HSA in my overall tracking. It would be useful to be able to see that money is there, and it would be a useful reminder to use it when interacting with the health care system. I would also like to be able to see transactions associated with the account. Since the institution is not yet supported, I would be willing to add it in manually as needed
R
Rachel
I was only able to edit the above post after leaving a comment. The first attempt to edit was sending two tags and I got a 400 request with: I"error":"too many fields"}
https://gyazo.com/f5b13cb67cd8c8ffd8205055146451bd
Juliet
Merged in a post:
Manually add mortgage
H
Helene
My Mortgage Co is not Linkable at this time, I have requested to have it added but that could take a while. In the meantime, it would be nice to be able to add this manually until it can finally be linked
Juliet
Merged in a post:
Enter card details manually
S
Seb
should be able to enter card details or account details manually
Juliet
Merged in a post:
Accounts not on Plaid
D
Dawn
Have a way to add accounts not available on Plaid even if that means the balances must be manually updated. Without this I can't have a full picture of my accounts and need to keep using a spreadsheet which significantly decreases the value add of the app.
K
Kimberley
Feature Request: Accurate budgeting when a credit card can’t link via Plaid
My primary credit card (and one other) cannot connect to Rocket Money through Plaid. I’ve submitted requests to add this card for over a year, and it still isn’t available.
Rocket Money can’t accurately track or categorize my spending if the individual card transactions don’t import.
• If I put most expenses on the card and pay it off monthly, Rocket Money only sees the payment, not the purchases, so category totals (food, gas, etc.) become incomplete/inaccurate.
• This is a deal-breaker for anyone who primarily uses one card (points/miles, business, simplicity).
Current workarounds don’t work (and why)
1. Splitting the credit card payment into categories
• It forces all prior purchases to appear on the payment date (often the following month),
• which distorts monthly spending and breaks comparisons/trends.
2. CSV export → spreadsheet/manual import
• Possible, but too time-consuming to be sustainable.
• The effort defeats the purpose of using Rocket Money.
Suggested solutions (any one would help)
• Alternative connection options beyond Plaid (additional aggregators or direct connections).
• A transaction import method that preserves original purchase dates (not the payment date) and supports categories.
• A structured manual/CSV workflow inside Rocket Money that:
• keeps the transaction date as the original purchase date,
• supports bulk categorization rules,
• and reflects correctly in monthly totals and reports.
I want to stay with Rocket Money (it fits how I process data and has worked well otherwise), but without accurate category tracking for my main card, I’m close to needing a different app. This also makes Rocket Money hard to recommend unless someone confirms their exact banks/cards are supported.
If others in this thread are experiencing the same issue, please prioritize a fix—this is a core accuracy gap for a real subset of users.
Juliet
Merged in a post:
Manually adding Institutions
M
Michael
I would like to be able to do this on my computer where I often have a few windows open.
Juliet
Merged in a post:
Income account not linkable thru Plaid
A
Alexander
I have a checking/savings account that os unlinkable.... would be great If i could add it manually.
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