Feature Requests

Please set up rollover budget options or a setting for payments that aren't every month

I would love the ability to further micro manage my spending with subcategories, especially with the bills category. For instance I pay child support which technically is a bill but because it is a huge part of my spending it is currently it’s own category. Same with rent. It would be nice to put all things like this into the bills category then be able to drill it down further if wanted or needed.

I would love to see a widget that I could add to my phone Home Screen that shows the remaining amount left in a chosen budget.

I'd love to have a tool that lets me track my loan repayments. I know that I can do the work myself with the information shared with my account but it'd be nice to have a UI where I can see my repayment history and expected payoff days in the Rocketmoney UI.

I would like the ability to set a different monthly budget each month. For example; change groceries budget to more/less without effecting past month’s budgets.

Tags must currently be applied manually. Adding rule-based automation would streamline this process. For example: Automatically apply a “Housing Cost” tag to any transaction in the Rent, Utilities, or Home Parking categories. Allow tag assignment by merchant, keyword, category, or timeframe.

For example vacations. Say I want to spend $5k on vacations a year. That doesn’t equate to spending $417 a month. If i spend $1200 on a vacation one month it will blow the budget instead of just showing as 24% with $3800 left to spend. There are several other categories this applies to

If I bulk pay for an item, i.e car insurance, I would like the ability to break up the lump sum of my fees by month to more realistically show how much I am paying per month. I currently do this by ignoring the original transaction and creating new ones per month through the app, but it would save me time and provide traceability to be able to have a feature that does this for me. It would also be nice to then be able to track those costs similar to the reoccurring payments For example, if I pay $600 for 6 months of insurance, I would like to break up the cost to be $100 per month until my next payment is completed.

Today I download transaction from Rocket Money, then ask ChatGPT for example to analyze the transactions to reduce my expenses an X% without compromising on my standard Okay Dokie living”. Would be nice to have an integrated bot to do this.

I want to be able to put a budget together for months ahead of time to plan for a change in expenses and see where I may need to cut back.