What Shows Up on the Need to Confirm Screen

Whether you’ve linked Accounts using the Premium plan, or are using Goodbudget’s File Upload tool, your imported transactions will be filtered through the Need to Confirm screen. The Need to Confirm screen is your inbox where you’ll see a subset of the most important and recent transactions that need your attention.  There, you’ll be able … Read more

How to Upload Bank Files

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

Confirm Your Automatically Imported Transactions

With Goodbudget’s Premium plan, you’re able to link your Goodbudget Accounts with your real-life ones.  After you create a link, your transactions from that account will automatically import into your budget, and all you’ll need to do is confirm that they’ve been imported correctly.  Here’s how you can confirm transactions on the Web, and on … Read more

My bank balance and Goodbudget Account balance don’t match. What should I do?

Your Goodbudget Account balances help you know what you have available to spend or budget with in real-life. Because you’ll make spending decisions based on your Goodbudget Account balances, it’s important that those Accounts accurately match what you have in your actual bank.  Adjust your Account balances to make them match If your Goodbudget Account … Read more

Can I match my synced transactions?

Yes, you can!  When you link accounts using the Premium plan, all of the transactions you make in real life will get automatically imported into your budget.  And while it’s not required to manually record or schedule transactions for Goodbudget Accounts that you’ve linked, you may continue to do so. Scheduling transactions is a great … Read more

Can I link accounts on my Android phone?

With Goodbudget Premium, you’re able to connect Goodbudget with your financial institutions so that your transactions are automatically imported.  While Goodbudget Premium is available to everyone, you’ll need to link your Accounts on the web app before you can see the transaction on your Android device. Q: Can I link Accounts on the Android app? … Read more

How does Automatic Bank Sync work?

Goodbudget Premium allows you to link your Goodbudget Accounts to your real-life ones. When you do that, transactions you make are automatically imported into Goodbudget, making tracking your budget a little simpler. If you’re curious to know more about how this feature works, or how Goodbudget ensures your information is safe and secure, read on … Read more