Rocket Money's export is a CSV sent to your inbox as a download link, and it can only be opened on a computer. Budgetfold reads it: transactions with institution, account, category and the original merchant name.
Full importer for Rocket Money's CSV. Steps checked on help.rocketmoney.com ("Exporting transactions", 9 April 2026), 9 September 2026. Their help page lists no plan restriction on export.
Free plan: this month's budget, 2 accounts, 100 transactions, 3 tracked subscriptions, one person, 10 AI assists a month. If your import is bigger than the free plan, you get a one-time offer at that moment: $10 off the first year of Plus ($29), good for 30 days.
| From Rocket Money | Into Budgetfold |
|---|---|
| Transactions | yes: date, original merchant name, amount, category, account and institution |
| Accounts | yes, one per account in the file |
| Categories | yes, with the category name on each row |
| Budgets | no. Rocket Money's export is transactions only |
| Goals | no. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes |
| Subscriptions and bills | not as a list; Find recurring charges proposes them from the history, with renewal dates and yearly cost |
| Notes | yes when the column is present |
Rocket Money Premium is $7 to $14 a month and its bill negotiation keeps 35 to 60% of the first year's saving (CNBC Select, 18 March 2026). Budgetfold tracks 3 subscriptions on the free plan and unlimited on Plus ($39 a year), and leaves the phone call, and the whole saving, to you.
Your transactions land in the register with their accounts and categories. Open the current month, move Ready to assign into categories until it reads zero, and the envelopes start working from today. Press Find recurring charges on Bills & subscriptions and Budgetfold proposes your subscriptions from the history, with renewal dates and yearly cost. Everything you import can be exported again as a zip of CSVs at any time, on every plan.
Rocket Money is a trademark of its owner. Budgetfold is not affiliated with it. Export steps were checked on the date in the guide and may change; tell us at support+budgetfold@9gg.app if they have. General information, not financial advice.
Other guides: YNAB · Mint · Monarch · EveryDollar · Goodbudget · PocketGuard · Quicken Simplifi · Copilot Money · Empower Personal Dashboard · Quicken Classic · Tiller
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