How can I link to my bank. I do not have quick Book or any of the other options

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Photo of Louis Carver

Louis Carver

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Posted 1 year ago

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Photo of Alex Park

Alex Park, Official Rep

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Hi Louis,

It sounds like you're asking how to Import your recent transactions from your bank into Goodbudget. To clarify, you do not need Quicken, Quickbooks, or any other program to Import your bank transactions into Goodbudget. Once you download your recent activity from your bank's website as a QFX (Quicken) or OFX (MS Money) file, you can Import those transactions by uploading that file directly to Goodbudget, you do not need to open the file on your computer first.

You can find a full guide on Importing into Goodbudget in our Help Center here: https://help.goodbudget.com/customer/portal/articles/772158

If you are instead asking about syncing your transactions directly, Goodbudget does not link to your real-life bank accounts, and to add your transactions you will either need to Import your transactions as described above or add them manually as they occur.

Hope that helps!