Taking Budgeting and Financial Management to New Heights

Master budgeting by monitoring, categorizing, and managing your expenses to boost your savings
Taking Budgeting and Financial Management to New Heights
J. Michaels
Author: J. Michaels
Taking Budgeting and Financial Management to New Heights

Creating and maintaining a budget is difficult for anyone. Unexpected expenses can come up at any time, and monthly bills can be difficult to manage. In today’s fast-paced world, it’s too easy to spend money without realizing where it went. With the ability to buy just about anything with one click, imagine having an app that meticulously tracks and categorizes these clicks which represent all your spending, giving you a clear view of your entire budget. Your budgeting is broken down into categories to see where all your money goes. This enables you to monitor each category for overspending and set budget limits, saving you money you didn’t even know you had.

With Rocket Money, you can do this and much more.

Budgeting and Spending

Rocket Money is not your typical banking app. It seamlessly connects with your bank accounts and instantly analyzes and categorizes your spending patterns. First, it will separate your spending into recurring bills and normal daily spending, allowing you to see your monthly bills and the rest of your expenses at one glance. With this valuable insight, you can gain a clear view of where your money is going, making it easier to identify areas where you can adjust your monthly spending habits to increase savings and prepare for the future.

The app will then create categories to help you manage your spending in each area and allow you to monitor those expenses efficiently. You can create budgets for each category with alerts to let you know when you are getting close to the monthly budget that you have set. The spending breakdown shows historical patterns and allows you to set goals for future savings.

Rocket Money Budgeting and Spending

Real-time Alerts for Financial Security

Financial surprises can be stressful, but Rocket Money ensures you’re always in the know. The app sends real-time alerts for upcoming charges and low account balances, helping you avoid overdrafts and late fees. By providing these timely notifications, Rocket Money empowers you to take control of your finances and make informed decisions.
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Autopilot Saving

A commonly overlooked feature in this app is the ability to set up a savings account through one of Rocket Money’s FDIC-insured partners. Setting up a savings account is a breeze, and you can select your desired savings frequency to watch your money grow steadily. If you struggle with saving, Rocket Money can analyze your accounts and determine the optimal time to save, helping you reach your financial goals faster and steer clear of overdraft fees.

You can deposit whenever you like or set up auto deposits. This feature is a great way to build savings while also managing your budget. This is your money, and at any time you can withdraw it or close the account.

Manage Subscriptions

In today’s smart technology world, we have so many subscriptions that it makes it tough to keep track of everything, which leads to unnecessary expenses. Rocket Money simplifies this process by identifying subscriptions and organizing them all on one screen for easy access. This helps you to stay on top of what is due and when, avoiding late fees and overdrafts.

Plus, by seeing everything in one place, you can find old or unwanted subscriptions you want to cancel. Rather than wasting time trying to find your login information, or who to contact, you can simply have Rocket Money cancel it for you. Conveniently in the app, you have the option to cancel any subscription you have. Imagine how much time and effort this can save you, aside from extra money.

rocket money manage subscriptions

Bill Negotiation

Rocket Money’s concierge service has quite a few unique features. They work on finding you better rates for your current bills. They will negotiate on your behalf to find opportunities to save you money. This can save you the time and hassle of dealing with customer service yourself. They can also help you get refunds on late fees or overdraft fees. For any agreed savings that Rocket Money makes you, they will charge a 40% fee. And, they can monitor for service outages and help you receive a refund.

Credit Score Management and Identity Theft Protection

Understanding and monitoring credit scores is essential for financial well-being. Rocket Money gives you full access to your credit score and alerts you of changes impacting your scores. They offer a breakdown so you can understand all the factors that affect your score, allowing you to take control.

They also offer identity theft protection. Rocket Money will monitor your accounts, looking for fraudulent activity. If you are the victim of fraud, their 24/7 concierge service will help you through the process.

Net Worth Tracking for Financial Health

Rocket Money goes beyond everyday expenses and introduces a feature called Net Worth. By linking all financial accounts or adding custom categories, you can gain a bird’s-eye view of your financial health. This comprehensive view measures and monitors assets and debts over time, providing valuable insights into one’s financial progress.

Is Rocket Money Safe to Use?

Allowing any app to access personal banking information can be alarming. Rocket Money has taken all the proper steps to secure your data. Their security is up to date, and they use banking-level 256-bit encryption, the highest encryption possible. They have partnered with Plaid, which allows them to connect to over 15,000 financial institutions. When you enter your banking information, the information is sent through Plaid only, meaning it never touches Rocket Money servers. All information you send is encrypted, and Plaid sends a token back, allowing Rocket Money access to your accounts. At no time can they make any changes to your account.

All of Rocket Money’s data is stored on Amazon Web Services (AWS) servers. These are the same servers used by the US Department of Defense and the Financial Industry Regulatory Authority. They guarantee that your data cannot be accessed or used by any third party.

How Much Does it Cost?

Rocket Money offers a free version and paid premium version.

In the free version, you get:

In the paid version you get everything in the free version plus:

Summary

Creating and sticking to a budget can be challenging, but Rocket Money covers everything you need at your fingertips to start budgeting and saving. The app’s intelligent analysis of transactions helps you calculate your spending allowance, enabling you to set specific goals for optimization. By categorizing expenses and setting goal alerts, Rocket Money ensures you stay on track toward your desired financial objectives.

Rocket Money has revolutionized the way individuals manage their finances. By offering a comprehensive suite of features, including effortless spending insights, real-time alerts, smart savings, net worth tracking, subscription management, bill negotiation, credit score monitoring, and identity theft protection, Rocket Money empowers users to take control of their financial lives. With its user-friendly interface and personalized financial concierge services, Rocket Money has emerged as a game-changer in the world of financial management apps, making saving, budgeting, and planning for the future more accessible and efficient than ever before.

It’s free to try, and certainly cannot hurt any situation. Why not give Rocket Money a shot at helping you create and maintain a budget, your first step to financial freedom?

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