Switching from Rocket Money
Bring your Rocket Money receipt. Get 90 days free.
Upload a receipt for Rocket Money from the last 12 months when you sign up, and Zypper Essentials is free for 90 days. Keep Rocket Money running while you move over: nothing is charged until the trial ends.
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Not affiliated with or endorsed by Rocket Money.
Step 1Create your Zypper accountSign up with Google or your email. It takes a minute.
Create your Zypper account
Continue with Googleoryou@example.comContinue with email
Takes about a minute
A minute
Step 2Upload your Rocket Money receiptRight after signing up, add a receipt, invoice or billing email from the last 12 months, an App Store or Google Play receipt, or the charge on your card statement.
Upload your Rocket Money receiptPDF or screenshot
rocket-money-receipt.pdfReceipt checked outVerifiedChecked automatically. We don’t keep the file.
Seconds
Step 3Start your 90-day Zypper trialPick Essentials and add a card. Nothing is charged for 90 days, and canceling before then means you’re never charged.
Your free Zypper trial90 days
- TodayTrial starts, nothing charged
- Day 90Trial ends
Cancel anytime before it ends
Leaving Rocket Money
Bring your receipt, bring your data.
Where to find each one in Rocket Money: the receipt for your sign-up, the rest for whenever you’re ready.
ReceiptNo. 4471
Annual plan$99.00
Paid Sep 12Visa ··4832
Total$99.00
Find your Rocket Money receipt
You’ll upload it when you pick your plan.
- Billed by Rocket Money
- Rocket Money bills Premium from your linked checking account, so the charge on your bank statement is your receipt: a statement line or a screenshot showing Rocket Money, the date and the amount. A billing email from Rocket Money about your membership works too.
- App Store
- In the App Store, tap your photo, then Apps & Purchase History › Purchase History. Or sign in at reportaproblem.apple.com.
- Google Play
- In the Play Store, tap your profile icon, then Payments & subscriptions › Budget & history.
Free Rocket Money has no receipt, and neither does the 7-day Premium trial, since nothing was charged. Premium at any price counts, and so does Premium+.
Export.csv
Download your Rocket Money data
Your full history, as files to keep.
- In the app
- Open the Transactions tab, tap the menu in the upper right corner and select CSV Download. Filter by date if you like, then tap Export.
- Rocket Money’s website
- Sign in at rocketmoney.com, open Transactions and select Export, then Export again once you’ve set any filters.
- Your inbox
- Either way, the file arrives by email as a Download File link, which only opens on a desktop or laptop. The CSV opens in Excel, Google Sheets or similar.
The export holds transactions only, and it’s a Premium feature, so export before you cancel. Unlinking a bank in Rocket Money erases its history there, so export before you unlink anything, too.
SubscriptionAnnual plan · renews Oct 12Active
Yours until Oct 12Cancel Subscription
Cancel Rocket Money
When you’re ready, cancel where you subscribed.
- In the app or on the web
- Open Settings › Membership › Manage Membership (Manage on the web), move the price slider all the way left to $0/month, then select Cancel Subscription.
- App Store
- On your iPhone, open Settings, tap your name, then Subscriptions › Rocket Money, and tap Cancel Subscription.
- Google Play
- In the Play Store, tap your profile icon, then Payments & subscriptions › Subscriptions › Rocket Money, and tap Cancel subscription.
You keep Premium until the end of the billing cycle, and your Rocket Money account stays, on the free tier, with your banks still linked. Uninstalling the app doesn’t cancel, and a bill negotiation already under way carries on, with its fee.
Moving from Rocket Money
Set up in minutes, with your history intact.
Zypper connects to the same banks and cards, fills in your history on its own and drafts a budget from it, so moving over is mostly signing in to your banks.
More on tracking
Read-onlyZypper can see balances and transactions
Connect the same banksZypper links to over 12,000 banks, cards and brokerages through Plaid. You sign in on your bank’s own screen, and Zypper never sees your password.
Chase CheckingConnected today2 yearsSep 2024Sep 2025Today
As far back as the bank allows
Your history comes with themZypper asks each bank for up to two years of transactions, so your spending history is there from day one. How far back depends on the bank.
Trader Joe’sTodayGroceries$64.20
NetflixSep 21Subscriptions$15.49UberSep 20Transport$18.40
Categorized as they synced
Sorted as it syncsEvery transaction is categorized automatically as it syncs, and your own categories, groups and rules sit on top.
Auto set spendingProposed from your last three monthsConfirm
GroceriesAveraged $412 a month$420
DiningAveraged $218 a month$200
UtilitiesAveraged $148 a month$150
Every amount stays editable
A budget drafted for youAuto set proposes an amount for every category from your last three months of spending. Change whatever you like.
NetflixMonthly · next Oct 3$15.49ActiveSpotifyMonthly · next Oct 12$11.99Active
AT&TMonthly · next Oct 15$85.00Active
Found in your transactions
Bills and subscriptions, foundRecurring bills and subscriptions are picked out of your transactions, each with its next expected payment.
Car repairsEvery year · $1,200$100a month
Spending frequencyEvery year
Roll over unspent budget
Builds up between payments
Left to budget, then rolloverRocket Money’s budget started from your monthly income and bills, then split what was left across categories. Zypper starts the same way, with Left to budget showing what your expected income leaves after every amount, and any category can roll over, so what you don’t spend on car repairs or gifts builds up until you need it.
Payment to Sapphire cardChecking 4832 · Sep 8−$500.00
Payment from CheckingSapphire card 4471 · Sep 8+$500.00
Recognized asTransfer
A movement, not spending
Savings that stay at your bankRocket Money’s Financial Goals moved money out of your checking account into a savings plan it held for you. Zypper never moves or holds your money: keep saving at your own bank, and that account connects like any other, with its balance in your net worth. Money moving between your own accounts is recognized as a transfer, never as spending.
FidelityBrokerage · syncs daily$48,210MortgageLoan · syncs daily−$312,4002019 SubaruManual · a balance you set$14,500
All three count toward your net worth
Net worth, with property by handRocket Money estimated your home’s value for you. In Zypper, your home and car are manual accounts whose value you set, while investments, brokerages, mortgages and loans connect through Plaid and feed your net worth on their own.
MembersCouple plan · one subscription
YouHousehold owner · billedOwner
SamInvited from Settings › MembersJoined
Own login, same budget
Bring your partnerShared your Rocket Money account with a partner? A couple plan covers you both on one subscription, each with your own login and the same budget, and both of you see the same accounts. Invite them from Settings › Members.
What you get
All of Zypper, from the first day.
Your 90 days on Essentials include everything on the plan: tracking, budgeting, and bills and recurring, with email and chat support.
See pricingTrackingAccounts, transactions and net worth, synced daily.NetflixStreaming$15.99
The Home DepotHome$86.12
lululemonClothing$118.00More on tracking
Recent transactionsSynced 2 min ago
NetflixStreaming$15.99LumonPaychecks+$3,500.00
The Home DepotHome$86.12lululemonClothing$118.00BudgetingSet a plan for the month, and see how you’re doing.More on budgeting
September budget12 days left
$1,502left of $3,200
Groceries$612 of $800
Dining$318 of $400
Bills & RecurringEvery bill and subscription, found and predicted.
More on bills and recurring
Upcoming billsThis week
TodaySpotify
$9.99In 2 daysNetflix
$15.99Also on every planWhichever plan you pick.
Email & Chat SupportGet help through email, or chat directly with our support team to answer any questions you have about your plan.
AI AssistantOur smart AI Assistant helps you make better financial decisions by providing personalized guidance and insights.
The fine print
The whole offer, in plain words.
Everything the offer comes with, and the little it doesn’t.
The switch offer for Rocket Money customersEvery term of the offer.
For new Zypper customers whose household hasn’t had a Zypper subscription before.
Claim it with the “Claim 90 days free” button on this page: signing up any other way doesn’t bring up the offer.
Show a paid Rocket Money subscription: a receipt, invoice or billing email, an App Store or Google Play receipt, or the charge on your card statement, dated in the last 12 months.
Essentials starts with 90 days free.
Premium Credit has no free trial, so it’s 50% off your first 3 monthly bills instead, or the same amount off your first year on yearly billing.
A card is needed to start the trial. Nothing is charged until it ends, and canceling before then means you’re never charged.
A receipt can claim the offer once, for one person.
The offer takes the place of a free month from a friend’s referral link; the two don’t combine.
Your receipt is checked automatically, and Zypper doesn’t keep the file: only what the check read from it, like the app, the date and the amount, and a fingerprint of the file so it can’t be used twice.
The offer also covers Monarch Money, YNAB, Copilot Money, and Origin.
Zypper is not affiliated with or endorsed by Rocket Money, whose name and logo are trademarks of its owner.
Switch to Zypper, free for 90 days.
Create your account, upload your Rocket Money receipt, and start Essentials with 90 days free. Cancel anytime.
90-day free trialChecked in secondsCancel anytime