Import Transaction File Doesn't Always Select Bank

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  • Updated 2 weeks ago
I have 3 accounts from my bank. I use the same process for each to download transactions from the bank and import to GB.  Only one of the accounts is recognized after I select the file to import and move to the "select account" screen. It's clearly not a deal-breaker by any stretch so I'm just curious why the site/app recognizes my savings account import belongs to my savings account but neither of my checking accounts are recognized. 
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BriBec

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Posted 2 weeks ago

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celinedl

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I have the same problem, unfortunately
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Karisa Russell, Official Rep

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Hi BriBec, 

Thanks for posting! I did some preliminary testing to figure out why that might be the case. From what I can see, there are three pieces that information that Goodbudget uses here: the account id from the file you're using, the file type, and a browser cookie. If any of those pieces of information change, than you'll have to select the correct Account from the drop-down again.

If you're not clearing your cache on a regular basis, or switching up the file types you're using, my guess would be that maybe something in your file is changing. But, I'd need to see your file to confirm that. 

Hope that helps!