What Is Reconciling in Goodbudget? Reconciling allows you to review your transaction data to check for accuracy. You compare your data against a set of external documents – like bank statements – to make sure your data is correct. Reconciling is a great way to spot inaccurate data, or catch fraudulent activity. But it’s frustrating … Read more
Credit Card Accounts represent owed balances that you accrue and then pay off in full each month, and Debt Accounts represent owed balances that you’re working to pay off over time. To put it another way, if you pay your credit card in full each month, it should be put into Goodbudget as a Credit … Read more
When you download a QFX/OFX file from your bank or credit union, they assign each transaction on that file a unique number called a “FITID.” Goodbudget uses the FITID to identify each transaction so you don’t import the same one more than once. However, sometimes the way banks create their FITIDs changes, which means Goodbudget … Read more
Manually import your recent transaction information to make sure Goodbudget is up to date. You can manually import QFX (Quicken) and OFX (MS Money) files, as well as CSV files for advanced users. Manually importing allows you to create new transactions from the file you upload, or match the transactions in the file to your … Read more
In Goodbudget, other than Debt Payment Envelopes and Debt Accounts, specific Envelopes are not directly linked to specific Accounts, and funds in all of your Accounts are pooled for use by all of your Envelopes. If you have a Savings Account in your household and would like the money in that Savings Account to not … Read more
Whether you’re using the Free or Plus Version of Goodbudget, you can track as many Debt Accounts as you need. They’re also great for tracking your debt payoff progress for things like car loans, student loans, and credit cards that you’re working to pay off. Check out the instructions below to see how to add … Read more
We recommend manually importing bank activity with Quicken (QFX) or MS Money (OFX) files if your bank provides them, as they’re generally a little easier to work with. You can learn more about manually importing via these file formats here. However, if your bank does not offer QFX or OFX downloads, Goodbudget supports “CSV” formatted … Read more
Why Envelope balances and Account balances should match Envelope Balances and Account Balances are two different views of your financial picture. Account Balances talk about how much is in each of your real-world accounts. If you take all of the balances of your deposit accounts (like your Savings, Checking, Money Market account and your petty … Read more
Goodbudget uses the Net Total in your accounts to budget with in your Envelopes. Checking and Savings accounts are added and Credit Card accounts that you pay off every month are subtracted to show you what you have minus what you owe. This way, you’ll be able to see how much you have if you … Read more
Subscribers to Goodbudget’s Premium plan are able to sync their bank accounts so that transactions they make are automatically imported into Goodbudget. If you’re on the Premium plan, here’s how you can link Accounts. If you’re not subscribed to Premium, you’re not able to link Accounts in Goodbudget. Instead, you can track your actual bank … Read more
Budget well. Live life. Do good.
© 2009–present Dayspring Partners | Terms | Privacy | Press Resources
Android, Google Play, and the Google Play logo are trademarks of Google LLC. | Apple, Apple logo, iPad, iPhone, iPod touch, iTunes, and Podcast Logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. | EEBA, the Easy Envelope Budget Aid, the EEBA mascot, “You can keep a budget, EEBA can help,” Goodbudget, the Goodbudget mascot, the Goodbudget envelope, and “Budget well. Live life. Do good.” are trademarks of Dayspring Technologies, Inc. SPC, a San Francisco custom web app development company.