The Premium plan allows you to connect your external bank accounts and have transactions automatically imported.
If your bank account is connected (meaning, you’ve logged into your actual bank account following Goodbudget’s ‘Add/Edit Accounts’ page) but transactions are not importing, the bank account is likely not linked to a Goodbudget Account. Transactions will not sync until this link is completed.
But don’t worry! Completing the linking process is fairly straightforward. Complete your links, so you can start receiving your new transactions.
- Go to Accounts
- Click Add/Edit
- Click Edit next to the Goodbudget Account you’d like to link
- Select a bank account from the Link to Bank Account dropdown
- Repeat for any additional Goodbudget Accounts you’d like to receive transactions for
- Click Save Changes when you’re done
- Go to the Accounts tab
- Tap on Edit in the top-left corner
- Tap on the Account you’d like make changes to > Link to Bank Account
- Select the bank account that you’d like to link this Goodbudget Account with
- Tap Save on the following screen
- Tap Done when you’re finished making changes
What Happens After You Link the Account
- Goodbudget immediately syncs the most recent transaction from your bank so you know the connection is working. Your recent transaction may be a pending transaction, or a cleared transaction.
- New transactions will import after they process in your bank
- Once you receive a cleared transaction in Goodbudget, you can categorize and confirm it
What to do if your bank account was already linked
If you received your recent transactions immediately after linking your bank account but are not seeing new transactions as expected, there may be no issue with your connection. Instead, you may need to wait longer for your bank to send additional transaction information to Goodbudget.
Goodbudget imports new transactions going forward. Expect to see these transactions appear within 1-3 days of making a purchase. The exact timing of when transactions import into your budget each day depends on your bank and the schedule they allow Plaid to request transaction data.
*This article was written by humans, restructured for scannability using GenAI, and reviewed by humans.
