How to Link a Credit Card to Rocket Money
1Linking a credit card to Rocket Money is an essential step for users who want to track spending, monitor subscriptions, and manage their overall financial health. Rocket Money, formerly known as Truebill, is a personal finance app that helps users gain control over their budgets and recurring expenses by aggregating financial data from various accounts in one place. To enable this functionality, you’ll need to securely connect your card or bank account using a data aggregation service like Plaid.
To begin, open the Rocket Money app on your mobile device or go to their website at [https://www.rocketmoney.com/](https://www.rocketmoney.com/). Tap the login button and enter your credentials to access your account. Once you're signed in, locate the settings section—usually represented by a gear icon on the top-right or bottom menu of the screen.
Within the settings menu, tap on "Linked Accounts" or a similarly labeled option. From there, select "Link New Institution" or "Add Institution," depending on whether you're using the app or the web platform. You’ll be prompted to search for your bank or credit card provider. Use the search bar to type in the name of the institution that issued your card (e.g., Chase, American Express, Discover).
Once you select the correct institution from the list, you'll be redirected to a secure login screen powered by Plaid. Enter your online banking credentials (the same username and password you use to log into your card’s mobile app or website). Follow any additional security steps required, such as answering security questions or confirming a code sent to your phone.
Once verified, Rocket Money will securely connect to your card and begin importing your transaction history and account details. This enables you to track spending, view insights, and identify recurring charges—all from within the app.
Timestamps:
0:00 Introduction
0:10 Open Rocket Money and log in
0:24 Go to settings and linked accounts
0:32 Search for and select your bank
0:47 Enter login credentials and verify
1:06 Linking complete and features enabled
1:20 Conclusion
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