Get back on track without full import or wipe

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  • Updated 2 months ago
We've used GoodBudget for several years. Last year we had our first child, and things got off track about 6 months later when the time pressure became too much. Imports stopped happening, so the balances didn't match up with our reality, and eventually on-the-go transaction entering via the mobile app stopped as well.

It's now been ~8 months since GoodBudget reflected our reality, and I really want to get back on the horse, but the prospect of doing a full import of 8 months of transactions is just too much (our imports are always pretty manual, courtesy of things like Amazon, which cannot be auto-matched to folders because we use it for so many things). BUT, I specifically do not want to purge all of our old transactions-- that is valuable data! For example, it shows us how our power bill fluctuates over the seasons, and it also represents a baseline for how much we spent feeding the adults in the house before the baby arrived.

I'd be ok with adding some bogus transactions that reconcile all the numbers to reflect reality as of a month or two ago, and then doing a limited import of just the most recent data.

What is the cleanest way to accomplish this?
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Stephen Ayotte

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  • overwhelmed

Posted 2 months ago

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Alex Park, Official Rep

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Hi Stephen,

First, welcome back to Goodbudget, and congratulations on welcoming your first child to the family! It sounds like you'd like a way to jump back into budgeting without either needing to clear your old data or import every single transaction that happened during your time away. Fortunately, we have a great guide in our Help Center for exactly situations like yours. You can find that guide here. It should help you get your balances and budget up to speed with your current financial situation, and begin tracking anew while retaining your old info.

Hope that helps!
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Stephen Ayotte

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Yep that'll do! Thanks Alex!