Feature Requests

Mobile app just launched dark mode and would like to see the same for web app. Thanks!

I think being able to plan for months ahead is so important! As of right now, alongside the Rocket Money app, I'm still having to use a calendar for future budgeted expenses that might alter my normal budget. Many other budgeting apps have this feature so I know its possible. I just really don't want to leave Rocket Money because their customer service has been amazing and that's something I really value!

Currently, the "Chat with us" popup stays in one place and it covers most of the left hand menu. The prompts I've given "Chat with us" usually result in needing to check or change a setting or otherwise click around on the screen. You have to completely close out of the "Chat with us" window, do the clicking, inevitably needing to go back(multiple clicks) to open the window back up to see what the directions are, and back and forth, etc. It's tedious and could be easily mitigated by allowing the "Chat with us" window to be dragged else where on the screen so it can be referenced and active while heeding the advice in real time(as opposed to having to close and reopen constantly in the middle of a conversation/help).

It would be great if i could download my expenses on a .csv format

Definitely needs to be the functionality for future months budget. Need this to be added to stick with this service.

As a new Rocket Money user, it is frustrating that I am not able to budget for the upcoming month until that month has begun. Since a budget is a plan, and a plan is something that is typically implemented prior to the need to execute said plan, this is frustrating. I understand that recurring income/expenses will populate into future months' budgets, but not every transaction is recurring. It would be helpful if users had the ability to plan, at the very least, for the next month.

I see that others have the same idea. I'm still making this request/suggestion to add to the importance. Please add a report writer and/or canned reports. It's pointless to have this great software and be limited to just looking at the app/page, and possibly doing a screen print.

Dear Rocket Money Team, I'm writing to suggest a valuable feature addition that I believe would greatly benefit many of your users: the integration of a 50/30/20 budgeting approach as an optional framework within the app. The 50/30/20 rule (50% needs, 30% wants, 20% savings/debt repayment) is a widely recognized and effective budgeting method for its simplicity and flexibility. Offering this as a pre-set or easily configurable option would empower users to: Quickly categorize spending: Users could easily assign transactions to "Needs," "Wants," or "Savings/Debt" categories. Visualize their financial health: The app could provide clear visual dashboards showing how their spending aligns with the 50/30/20 targets. Automate goal tracking: Users could set up automatic transfers or reminders based on these percentages. While Rocket Money already offers excellent categorization and tracking, explicitly incorporating the 50/30/20 rule would provide a structured, intuitive, and popular budgeting framework that many users actively seek. It would simplify the initial setup for new budgeters and offer a clear benchmark for existing users. Thank you for considering this suggestion. I believe it would significantly enhance the budgeting capabilities and user experience of Rocket Money.

I use Rocket Money for personal budgeting and net-worth tracking, and I also manage a small business. It would be extremely helpful to have the option to maintain two distinct budgeting environments to essentially separate “accounts” or profiles under a single login. Being able to divide personal and business finances without creating an entirely separate Rocket Money account would make it far easier to track budgets, cash flow, expenses, and overall net worth in an organized, accurate way. If this capability exists already, I’d appreciate guidance on how to set it up. If not, I hope you’ll consider adding it in the future. It would be a meaningful upgrade for users who balance personal and small-business finances.

There should be a way in the budget section to add subcategories.