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

With Goodbudget Premium, you’re able to link your Goodbudget Accounts with your real-life ones so transactions are automatically imported.  Here’s how much transaction data you can expect to get when you link your bank account.  Goodbudget generally imports new transactions going forward After your Goodbudget Account is linked, Goodbudget will sync down the most recently … Read more

When you link accounts using the Premium plan, all of the transactions you make in real life will get automatically imported into your budget. If you also use Goodbudget’s scheduling feature, you may inadvertently create duplicate transactions since Goodbudget currently cannot match your automatically-imported transactions with your existing ones. To avoid that, be sure to … 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. But it’s the banks that get to … Read more

If you’ve linked multiple accounts with Goodbudget’s Premium plan, you may find on occasion that you have two automatically-imported transactions that represent a single real-life transaction. 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 and an expense, that … 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

Note: This article describes manually uploading a bank file. It is not the same as manually importing bank transactions, which allows you to import transactions and match them with your existing ones. This is also different from automatically importing transactions through bank sync.  When you upload a bank file , you’ll be able to add … Read more