Import Transactions to Get Back on Track

EEBA is now Goodbudget! You can find the most up-to-date information about using Goodbudget on our Help Center. I had a rough time last month. Personal illness and a rash of family emergencies had left my regular schedule in disarray. Among the organizational casualties in my life was my transaction history in EEBA. By the end … Read more

FAQ: How to Import CSV Files Into Goodbudget

Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

Q: How can I import my banking activity as a “CSV” file?
Q: I’m trying to import a “CSV” file into Goodbudget, but it’s not working properly, what’s wrong and how can I fix it? see below.

CSV Import (For Advanced Users)

We recommend users import their banking activity with Quicken (QFX) or MS Money (OFX) files. You can learn more about importing via these file formats here. However, if your bank does not offer QFX or OFX downloads, Goodbudget supports “CSV” formatted files as well.

  1. From the Transactions window on the home page, click on “Import Bank Transactions.”
  2. Click on “Choose File” and select the CSV file you want to upload.
  3. Then click on “Upload Transactions.”

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FAQ: How to Import Bank Activity

Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

EEBA supports importing bank activity for checking, savings and credit card accounts. You can import QFX (Quicken) and OFX (MS Money) files, as well as CSV files as an alternative for advanced users.

Step 1. Get Ready to Import

Head to your bank’s website and download your “recent activity.” Note that this is often not the same as downloading your statement. When asked, choose one of the following file formats:

  • QFX, a.k.a. Quicken, Web Connect, or;
  • OFX, a.k.a. MS Money, Open Financial Exchange.

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Auto-fill Payees, Unallocated Income, Scheduled Items, & Better Import

EEBA is now Goodbudget! You can find the most up-to-date information about using Goodbudget on our Help Center. We’re so excited to announce that EEBA supports new features on the web! Now you can schedule future transactions, and EEBA has made receiving multiple or irregular incomes easier. For all users, EEBA will: Automatically fill in … Read more