Show investments in dashboard and factor that into how much money is saved or spent | Feature Requests

Show investments in dashboard and factor that into how much money is saved or spent

Chinmay

It would be nice to see investments within the dashboard and have a separate tab that shows how much extra money is left over afree expenses and investing.

Also add a budget category for how much you want to invest every month.

March 12, 2025

Daniel

Thanks for asking about that Chinmay! 
Investments are currently shown on the Dashboard, right underneath savings. Because investments are typically not something that can be quickly/easily turned into readily available cash for spending, it's excluded from the Net Cash view. Were you looking for additional details about your investments besides the balance?
There is also an Investment category, but it sounds like it might not match what you're looking for. I would recommend creating a custom category and custom budget for investments: https://help.rocketmoney.com/en/articles/3332081-editing-and-creating-transaction-categories