Feature Requests for Mobile App

Members aren't aware that paying off a credit account removes it from Rocket Money. We would love the option to either hide $0 accounts or keep them so that they are still included in total Net Worth summary.

Any catagory should be downloadable in CSV or Spreadsheet format.

I'd used Rocket Money for a while to track spending but much later added investment assets. I'd like the Net Worth calculations to start from when I added the assets so I can see actual growth.

Based on current spending patterns and income, provide financial projections showing estimated net worth, account balances, and spending trends for future timeframes (e.g., 3 months, 6 months, 1 year from now). This would help users see where their finances are headed and make adjustments to their spending or savings accordingly.

The Concept: A setting within manual Debt accounts that allows users to link a specific Category (e.g., "Car Loan Principal") or using the new tag feature make a tag (e.g., #Paydown) link to that debt. When a transaction with that tag or category clears your bank, Rocket Money should automatically decrease the manual loan balance by that exact amount. The Problem: Currently, if I have a manual car loan under 'Net Worth,' I have to manually type in the new balance every time I make a payment. Even though the app sees the payment transaction in my linked checking account, the two aren't connected. The Solution: Add a 'Link to Transactions' toggle within the Manual Debt settings. This would allow me to select a specific Tag or Category possibly even link a Manual Bill. Whenever a transaction occurs with that tag/category/Bill, Rocket Money should automatically deduct that amount from the manual loan's total balance. Why it matters: This would provide a much more accurate, real-time view of my Net Worth and debt payoff progress without the friction of manual data entry every month. It would also make 'Tags' much more powerful for debt tracking." I had this idea after I could not connect Plaid to "Toyota Financial Services", and Toyota does not have plans to work with Plaid. I hope this can provide some level of automation to manually added Debt.

For example, group all my retirement accounts (multiple 401Ks) into 'Retirement' category

It would be very nice if my monthly student loan payment transaction was able to be linked to my student loan debt in my net worth section

An area in net worth where you can add the amounts of precious metals such as gold, silver, and palladium that you have that tracks with the value of said precious metals.

I have some property that I invested in with other people, I'd like to specify what % of the asset I own and potentially what % of the mortgage I have the liability for. That way my to net worth would be accurate.

Adding home value to include in Net Worth.