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Linked Accounts (464)
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Help New Customers
As someone who just joined the app, i think it would be beneficial to have an “intro call” or even a recorded video that you can send to new customers to help them understand all the features and everything they can do with their rocket money accounts. I also think this could help internally to persuade people to get the premium option because they see what they are missing
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1
export to pdf
export filtered transactions into pdf
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1
System design to carry over monthly budget information
It would be great to have the ability to carry over from month to month your budget categories and budgeted dollar amount without having to type all the information in on a monthly basis
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3
GET A CUSTOMER SERVICE PHONE NUMBER!
I've had a bad experience with your site. No person to help.
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1
Subcategories
It would be good to be able to add subcategories. For example, under bills and basics, it would be nice to be able to see all the gas bills total, the electric bill total, water bill total, that way you can see if a specific bill is changing
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3
Negative amounts in splitting transactions
Not sure this is a feature request or actually reporting a bug. When splitting transaction into multiple categories, I need to enter the amount as negative. Necessary when braking down earnings into tax payments, insurance, etc. Please add this ASAP.
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7
convert us dollars to peso
need way to adjust entry from PayPal where i paid in pesos but system shows as dollar amount.
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1
Ability to use month buttons to toggle between months on budget view
Budget overview for the current month has last month & next month buttons that are greyed out. I cannot at-a-glance see overy/under spend to budget across all categories.
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1
Need to print auto payment list
how can I print out the list of my auto payments. I've tried numerous times. All different setting on the app as well as the printer.
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1
Split Credit Card 50/50
I share a credit card with my spouse. It would be so helpful to be able to auto- apply a 50/50 split rule to all transactions that are charged to that card.
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1
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