Rocket Money Data Export Guide

Last verified 2026-03-06. Platforms: iOS, Android, Web. Follow this guide to export data and prepare files for CSVVIZ.

IOS steps

Open transactions
Path: Rocket Money app -> Transactions
Go to your Transactions screen before applying filters.
Start export
Path: Transactions -> top-right CSV download button
Tap the CSV download button to open export options.
Apply filters and confirm
Path: Export dialog -> Filters -> Export
Choose account/date/category filters, then tap Export.
Download from email link on desktop
Path: Email from Rocket Money -> Download File
Open the export email on a desktop/laptop and download the file.
Expected output: .csv

Open transactions
Path: Rocket Money app -> Transactions
Go to your Transactions screen before applying filters.
Start export
Path: Transactions -> top-right CSV download button
Tap the CSV download button to open export options.
Apply filters and confirm
Path: Export dialog -> Filters -> Export
Choose account/date/category filters, then tap Export.
Download from email link on desktop
Path: Email from Rocket Money -> Download File
Open the export email on a desktop/laptop and download the file.
Expected output: .csv

Open transactions
Path: RocketMoney.com -> Transactions
Go to Transactions in the web app.
Start export
Path: Transactions -> Export (upper right)
Click Export, then set filters for what you need.
Confirm and download
Path: Export -> Email link -> Download File
Use the emailed link to download your CSV.
Expected output: .csv

Download link from Rocket Money export email is intended for desktop/laptop use.
Large exports can take a few minutes before the email arrives.

If menus changed: If you do not see Export/CSV in Transactions, update the app and check both mobile and web experiences.