Automatic Bank Sync

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

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

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

We want to make sure that you get answers to your questions! Feel free to email support@goodbudget.com if you're unable to find the answer to your question in this article.

Search the Help Center