Playbooks RocketMoney

Identify Hidden Subscriptions and Set a Simple Monthly Budget with Rocket Money

Gain clear visibility into your spending, spot unnoticed recurring charges, and create a basic monthly budget to improve financial awareness.

Takes

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Produces

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What you'll produce

Input

Bank account login details and permission to link checking, savings, and credit card accounts

Output

A categorized spending report highlighting total expenses, recurring subscriptions, and a basic monthly budget summary

The Workflow

8 steps · click a step number to mark it done

Open RocketMoney and have it ready before you start

Download and open the Rocket Money app on your device

Link each of your financial accounts (checking, savings, credit cards, loans) by entering login credentials or using your bank’s secure connection

Navigate to the Transaction & Cash Flow screen to view all incoming and outgoing money

Filter the view by “Recurring” to surface subscriptions and recurring charges; note any you don’t recognize

Tap “Create Budget”, choose the major categories (housing, food, transportation) and set a monthly limit for each based on your income

Review the Net Worth tab to see total assets versus liabilities for a quick financial snapshot

Use the “Cancel Subscriptions” suggestions to stop unwanted services directly from the app

Open RocketMoney and follow the steps above.