Feature Requests

Bring in details on expense for Amazon. Hard to sort through the transactions to change each one to the right category.

When a transaction comes in for a Zelle transaction, it would be helpful if the note made in the Zelle transaction was auto-populated in the notes of the Rocket Money transaction. This may be applicable for other payment services such as Venmo.

I’m currently using Rocket Money to manage and track my finances, and I noticed that transactions from BNPL services such as Zip, Affirm, and Shop Pay show up in my transaction list (e.g., “Pos Debit Zip* 10 Installments…”). However, these services do not appear as individual accounts or lenders under my connected institutions. Since Rocket Money is able to detect the transaction metadata (such as Zip’s name and installment structure), I’d like to formally request: • The ability to link or categorize BNPL services like Zip, Affirm, and Shop Pay under a dedicated BNPL category or loan tracker • Enhanced support for tracking installment status, remaining balance, and due dates for these types of payments • A possible integration or auto-tagging feature that detects these services and treats them like credit or loan accounts As BNPL usage continues to grow, integrating these tools would help users like me get a more complete picture of our financial obligations. I’d love to know if this functionality is on the roadmap—or if there are workarounds beyond manual tracking.

It seems like they should have a sort (a-z) option in transactions like company, categories, etc. It really doesn't make sense that it is not available name, Here is my chat with the chatbot - sorting transactions by name does seem like it would be a basic feature! Unfortunately, based on the current functionality, there isn't a direct "sort by name" option available in our Transactions tab. Here's what you can currently do to work with transaction names: Search Function: You can use the search bar in the Transactions tab to find specific transactions by name, which helps you locate particular transactions quickly. Category Management: While you can't sort alphabetically by name, you can organize transactions by tapping on categories and editing them to make transactions easier to find and group together. You're not missing anything - this sorting feature simply isn't available yet. Since this seems like a useful feature that would help with transaction management, you might consider submitting it as a feature request through our feedback system so our product team can consider adding it in future updates! Penny • AI Agent • 4m ago Is that what you were looking for? Penny • 4m ago How do I do that. really, it doesn't make sense not to have this sort of functionality. Everyone is going to want to sort on the columns - All dates, All categories, and All accounts

For my credit card, the statement date is different than the budgeting system on rocket money so I would like to change a setting on rocket money to reflect that. To give more context, the credit card company statement date is always on the seventh of every month so I wanted to reflect that on rocket money.

I would love to be able to predict my checkbook balance. I would appreciate a checkbook register.

Sometimes with things like paypal, the same transaction will show up twice. Once from PayPal and once from the card or account that was used through PayPal. It also occurs when I unlink and relink an account, all the sudden the I’ve got duplicates of every transaction from that account

I would love to have a way to associate refund back to the original payment transaction, so that I could get a more accurate monthly report

I wish there was a way for me to upload my receipts, or manually enter my cash transactions. This would help me to get a more in-septh view of my spending.

would be helpful to add a "total" at the bottom of any group of transactions that are searched for.