Playbooks Rocket Money

Find and Cancel Unwanted Subscriptions with Rocket Money

Easily discover recurring subscriptions, negotiate lower rates or cancel them, and generate a report that shows how much you save each month.

Takes

Text

Produces

Text Pdf

What you'll produce

Input

User logs in with email/password and links checking and credit card accounts

Output

PDF titled "Canceled Subscriptions Report" listing each cancelled service, original cost, saved amount, and total monthly savings of $45

The Workflow

8 steps · click a step number to mark it done

Open Rocket Money and have it ready before you start

Download the Rocket Money app (iOS or Android) and sign in or create a new account

Link your bank accounts or credit cards by following the on‑screen prompts so Rocket Money can import transactions

Tap the "Recurring" tab on the dashboard to view automatically identified subscriptions and recurring bills

Review each listed subscription, then tap "Cancel" or "Negotiate Lower Bill" to initiate the cancellation or discount request

Confirm the request in the pop‑up dialog and let Rocket Money handle communication with the provider

Return to the "Recurring" tab to monitor status; cancelled items will be marked as "Closed"

Open the "Export" option, select "PDF Report", and save a summary of cancelled subscriptions and estimated monthly savings

(Optional) Share the PDF report via email or messaging to keep a record of your savings

Open Rocket Money and follow the steps above.