Auto import account activity

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  • Idea
  • Updated 3 weeks ago
It would be awesome if you could auto-import account activity from individual bank sites, much like Mint.com does.
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daveydave

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Posted 7 years ago

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Steven Tafzil, Employee

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Hi Dave,

Thanks for the feedback! I've added your suggestion to our requested features tracker.Thanks for taking the time to let us know.
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Sandra L. Milo

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Yes, I like EEBA, but having to manually enter transactions is time consuming and becoming more unacceptable.
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Steven Tafzil, Employee

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Hi Sandra,

Thanks for the feedback. Hopefully as you use EEBA, it grows smarter with it's location based suggestions and makes transaction entry easier, but I see what you mean.

With a paid plan that offers Accounts you could also import bank transactions downloaded from your bank's website. That would be faster than manual entry, while still giving you control over what appears in EEBA.

In any case, I've also added your comments to our requested features tracker. Thanks for taking the time to let us know.
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Cy Williams

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I've seen in a new competetor, the automatic import from the bank (for a small fee, to cover the cost the bank charges).  I really like Goodbudget/EEBA's interface, but this feature may make me switch.  I'm still on the fence though.
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Karisa Russell, Official Rep

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Hi Cy - Thanks for adding your vote! Right now, this feature is not on our Roadmap, but I'll be happy to let you know if that changes. Thanks, again. 
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Sandra L. Milo

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I haven't enabled location for EEBA as I have to carefully watch my data usage and don't see the advantage because I manually have to edit the transaction anyway.

I do have a paid plan and I do import transactions weekly to be sure we haven't missed any. Every month I reconcile with out bank statement.

I have a problems with importing either CSV or OFX files. In the CSV file, my bank has separate columns for debit amounts and credit amounts, EEBA has only 1 field for amunt, so I have to export the CSV file from my bank, manually edit it in Excel to merge the columns and then import to EEBA. Really painful.

The OFX file's issue is the 'description' and 'memo' fields from the bank The description says, WITHDRAWL #043734 and the memo says 'Target' or the actual merchant name. When it is imported to EEBA, all the transaction descriptions say 'WITHDRAWL #99999' so I have no idea what they are. I have to go to my online banking and pull up the list of transactions and then manually look at the amounts and dates to be able to 'fix' the EEBA description. Thankfully I have two monitors! I talked to my bank, and there is no way they are going to swap the fields they output to the file. EEBA doesn't have a way to assign the field as when importing the CSV file (I understand they are completely different file structures).

Either way it takes me a lot of time.

I'm suggesting the transactions to be automatically pulled from my bank ala Mint and others.
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Steven Tafzil, Employee

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Hi Sandra,

I see what you mean now about transaction entry taking a lot of time. I'm sorry that none of the solutions we provide can "just work" for you without manual tweaking. I've added your additional comments to our tracker, the detail into why our current solutions aren't working for you is especially helpful. Thank you for the feedback.
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Jeff Wright

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I second Sandra's points! I have the same problem with my bank having separate credit and debit columns in the csv. And the whole reason I'm using csv is because qfx doesn't work so well with EEBA because my debit transactions in my checking account register have the real information in the 'memo' field, not the 'payee' or 'name' field (name field says 'DB Debit' for almost all transactions). also, I don't see where the check number gets imported into EEBA. I think there are tons of good things about this product, and if this data import issue could be less painless, I would switch from Quicken in a heartbeat.
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Steven Tafzil, Employee

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Hi Jeff,

Thanks for the feedback, though I'm sorry QFX importing isn't working well for you. I can certainly see how having every transaction imported as "Debit" can be frustrating. I've added your comments for better import options to our requested features tracker. Thanks for taking the time to report the issue to us.
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tbr98765

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Dear Goodbudget, I am asking for a Mother's Day miracle. There are those of us who really do believe in the value of entering each transaction manually. But when you have a toddler and a preschooler, entering transactions on the go just isn't feasible (or you end up with knocked-over food and beverages at coffee shops, or stolen gum and candy at the grocery store). I fully intend to enter transactions when I can, but when I can't, I find that all my transactions pile up, and at the end of the night when I'm exhausted from 16 hours taking care of my children and doing laundry, house work, etc., the last thing I have time for is manually entering transactions. I'm so very sad because for so long I've wanted what Goodbudget offers (mobile capability AND ENVELOPE BUDGETING), but with the OPTION for AUTOMATIC DOWNLOADS, like Mint.com offers. Is there any way there can be the OPTION to download automatically, but still enter manually when you're not totally sleep deprived with dark circles under your eyes?? Or have a feature which allows you to choose whether you are a MANUAL USER or an AUTOMATIC USER? I promise we still check our envelopes before we spend, but truly, when I'm so behind on entering my transactions manually, I can't realistically rely on my envelope balances anyway!! I feel like Goodbudget doesn't understand those who are parents of young children... please add this feature... please! The rest of the users can still stick to manual entry! But for those of us who just can't find even the simple one minute everyone else enjoys at the end of the checkout line, we would finally have an option! Thanks for at least hearing me out... And have a happy Mother's Day weekend! :) Tiffany
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Sandra L. Milo

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Hey guys.  This thread is now 3 years old.  Any update on the issues pointed out here?
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Noa Wotton

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I just began using your website, and this is one of the main features that seems to be lacking. You seem to have a great approach worked out in so many ways!

If auto import of account activity becomes a reality, I will definitely stick with goodbudget!
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Becky Huang, Official Rep

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Hi everyone,

We hear how automatic imports can reduce the stress of missing transactions and save you time, but we're not working on this feature right now. With our small team, we've had to prioritize what we work on based on. We'll update you if we decide to implement this feature in the future. You can check out our Roadmap to see what we're working on: http://goodbudget.com/roadmap/

In the meantime, you can download your transaction history to your desktop from your bank's website and import it into Goodbudget. Here's how: http://help.goodbudget.com/customer/portal/articles/772158-import-transaction-information-from-your-...
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Noa Wotton

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I appreciate your prompt response.
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Sandra L. Milo

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This has been an ongoing issue for over 7 years now.  I love the program, but, sadly, I am going to have to bail out soon.  
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