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What is Rocket Money?

Navigating financial matters can be quite difficult, but you don’t have to do it alone. Rocket Money empowers you to boost your savings, minimize unnecessary expenditures, and gain a thorough understanding of your financial landscape, allowing you to take control of your economic well-being. Wave goodbye to unwanted subscriptions for good; Rocket Money quickly identifies and tracks your subscriptions with ease. With the help of your personal concierge, canceling any services that no longer meet your needs becomes a simple task. You will receive a clear and concise summary of your financial transactions, enabling you to see exactly where your money is going and how to make necessary adjustments. Timely alerts will keep you updated on important occurrences that need your attention, so you're never caught off guard. By enabling autopilot, saving money becomes a seamless process that requires no effort from you. Rocket Money tailors itself to your spending patterns, ensuring that the right amounts are saved at ideal times and helping you steer clear of expensive overdraft fees. Furthermore, you gain access to your full credit report and history, with notifications for any significant changes that may impact your credit score. Our concierge service will also identify bills that can potentially be lowered and negotiate the best possible rates on your behalf, letting you concentrate on what truly matters in your life. With Rocket Money's support, managing your finances has never been more straightforward, allowing you to achieve your financial goals with confidence.

What is ProjectionLab?

ProjectionLab emphasizes essential life elements often neglected by traditional planners. It enables you to effortlessly craft simple yet thorough financial plans that authentically represent your values, your family dynamics, and the decisions you make. You can visualize your financial future and chart a course toward your desired lifestyle. Build an interactive model of your total financial situation and examine various potential scenarios. Assess trade-offs, compare against historical data, and experiment with different investment strategies, account types, contribution patterns, withdrawal techniques, and portfolio mixes as time advances. ProjectionLab functions separately from your actual financial accounts, ensuring that the data you enter remains secure in your browser unless you choose to share it. By selecting the Premium version, you unlock numerous data retention features. Furthermore, you have the opportunity to document and visualize your genuine progress over the years, enabling you to measure your achievements against your original predictions to see how well you align with your aspirations. This journey not only deepens your grasp of financial planning but also equips you with the knowledge to make well-informed decisions as you move forward. As a result, it fosters a proactive approach to managing your finances and achieving your long-term goals.

Media

Media

Integrations Supported

Trellis Connect

Integrations Supported

Trellis Connect

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rocket Money

Date Founded

2015

Company Location

United States

Company Website

www.rocketmoney.com

Company Facts

Organization Name

ProjectionLab

Company Website

projectionlab.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Categories and Features

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