If there are transactions ready to be confirmed, you’ll be directed to the Confirm page as soon as you log in on the web. If you navigate away from that page, you can get back to it by clicking on the purple ‘View Transactions’ button at the top of the Home page.

Expenses

If you’ve previously added an Expense for a given Payee, Goodbudget will do its best to sort your automatically-imported transactions into the correct Envelopes for you. However, if the imported transaction is from a new Payee, or Goodbudget can’t make a guess, then you’ll need to assign the transaction to an Envelope yourself.

To assign an Envelope, click on the transaction line, and then use the ‘Envelope’ dropdown to select the appropriate Envelope.

Even if Goodbudget was able to assign an Envelope for you, you’ll still need to confirm that its guess was correct. If it looks correct, click on the purple ‘Confirm’ button to keep that Envelope assignment. Otherwise, click on the transaction and use the ‘Envelope’ dropdown to make the correction before clicking on ‘Save and Confirm.’

Note: If your transaction is actually an Account Transfer or Debt Transaction, convert your automatically imported transaction into an Account Transfer by clicking on the appropriate tab near the top of the ‘Confirm Transaction’ box.

Incomes, Credits, and Account Transfers

Automatically imported transactions with positive signs, like Incomes, Credits for refunds, or Account Transfers will always be assigned to your Available. You can tell Goodbudget which Type of transaction the item should be recorded as by clicking on it and then selecting one of the dark purple buttons: Credit, Transfer or Income.

‘Credit‘: Use this option for positive transactions that represent things like refunds. Choosing the ‘Credit’ option will allow you to select an Envelope for the refund to be recorded against.

‘Transfer’: Use this option when the automatically imported transaction represents a real-life transfer between two Accounts you’re tracking in Goodbudget. You’ll be able to choose the Account the transfer came ‘From’ after selecting the ‘Transfer’ option.

‘Income’: Select this option for items that represent incomes that should go to Available.

Confirm Your Transactions on iPhone

If you have transactions that need confirming, you’ll see a “Confirm X imported Transactions” button at the top of your Envelopes tab. Tap on the button to go to the Confirm screen. Transactions that need to be confirmed appear with blue dots on the left side of the transaction. The way you confirm these transactions depends on their type.

Expenses

To confirm an Expense, first tap on the transaction. If an Envelope hasn’t been assigned by Goodbudget, you can assign one yourself by tapping on the ‘Envelope’ dropdown. Next, tap on the ‘Confirm’ button at the top right corner of the screen to keep your changes.

Note: if your expense transaction is actually an Account Transfer or Debt Payment, change your automatically imported transaction into one of those types by tapping on the ‘Type’ field at the top to make your selection.

Incomes, Credits, and Account Transfers

Automatically imported transactions with positive signs, like Incomes, Credits for refunds, or Account Transfers will always be assigned to your Available. You can tell Goodbudget which Type of transaction the item should be recorded as by tapping on it, and then on the ‘Select Type’ field at the top. You’ll be able to convert the transaction into one of three Types: Credit, Income or Account Transfer.

‘Credit‘: Use this option for positive transactions that represent things like refunds. Choosing the ‘Credit’ option will allow you to select an Envelope for the refund to be recorded against.

‘Transfer’: Use this option when the automatically imported transaction represents a real-life transfer between two Accounts you’re tracking in Goodbudget. You’ll be able to choose the Account the transfer came ‘From’ after selecting the ‘Transfer’ option.

‘Income’: Select this option for items that represent incomes that should go to Available.