Autofill and accounts

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  • Updated 1 month ago
Do I have to have a 'real' bank account linked up to use the autofill on the envelopes or will it refill them weekly with the amounts I have put in regards what is in the accounts tab?

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Posted 1 month ago

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Photo of Alex Park

Alex Park, Official Rep

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Hi janette,

I believe I just responded to an email you sent us, but in case I didn't I'll answer here as well -- regardless of whether you have the Accounts feature turned on or off in Goodbudget, you will be able to create a scheduled Envelope Fill that automatically Fills your Envelopes on a set schedule.

Also, since it sounds like you seem to be thinking Goodbudget Accounts are connected to your real-life accounts, I just wanted to also clarify that Goodbudget does not sync to your real-life accounts. Instead, you can track your actual bank balances by recording transactions in Goodbudget as you make them, or by downloading your recent activity from your bank's website and importing that into Goodbudget. You can import QFX (Quicken) and OFX (MS Money) file types. 

Hope that helps!