If you like the idea of making the transaction entry part of budgeting a little more hands-off, linking your real-life accounts with your Goodbudget ones might be for you.  With the Premium plan, you’re able to add as many supported bank connections as you’d like, and link those to as many of your Checking, Savings, … Read more

Quick answer: Goodbudget imports new transactions going forward. The exact timing of when new transactions will import into your budget depends on your particular bank and on the schedule it sends information to Goodbudget, but most banks do this within 1-3 days. With Goodbudget Premium, you’re able to link your Goodbudget Accounts with your real-life … Read more

With Goodbudget’s Match feature, you’re able to merge your manually recorded transactions with your imported ones.  That means if your transactions are automatically imported with the Premium plan, you can continue manually recording your transactions when you’re on the go so that your Envelope and Account balances are as accurate as possible. You’ll be able … Read more

The Premium plan allows you to connect your external bank accounts and have transactions automatically imported. If your bank account is connected (meaning, you’ve logged into your actual bank account following Goodbudget’s ‘Add/Edit Accounts’ page) but transactions are not importing, the bank account is likely not linked to a Goodbudget Account. Transactions will not sync … Read more

With Goodbudget’s automatic bank syncing feature offered with the Premium plan, you’re able to connect your real-life banks with your Goodbudget ones. When you link Accounts, your transactions are automatically imported into Goodbudget for easier tracking.  Here’s a breakdown of the kinds of external accounts you can link to Goodbudget.  Q: Which kinds of accounts … Read more

When you sync transactions using the Premium plan, Goodbudget learns your spending patterns so it can make smart Envelope suggestions for your automatically imported transactions. That makes categorizing and confirming your synced transactions is even faster.  Here’s how it works. Say you always assign “Neighborhood Market” transactions to your “Groceries” Envelope. Goodbudget will begin to … Read more

If you’ve linked your Goodbudget Account to an outside financial institution using the Premium plan, you might be wondering when you should expect to see your automatically imported transactions appear. Goodbudget uses a service called Plaid to allow you to connect your Goodbudget Accounts with your bank accounts. Plaid receives information about new transactions from … Read more

If you’ve linked multiple accounts with Goodbudget’s Premium plan, you may find that you have two automatically-imported transactions that represent a single real-life transaction that occurred between the two accounts. For example, if you’ve linked both a checking account and a credit card account to Goodbudget, you may end up with two transactions, a credit … Read more

Goodbudget will do its best to import your transactions as long as your Premium subscription remains active. However, you might experience a pause in your automatically imported data if the connection between your Goodbudget Account and your linked account is interrupted.  This is uncommon, but can happen for a number of reasons, such as if … Read more