Switch from phone to web

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  • Question
  • Updated 1 year ago
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  • (Edited)
Hello, I started using Goodbudget on iPhone and got the premium version. I was not able to keep up with adding transactions manually and now would like to switch to the web version where I can actually upload transaction history from my accounts. Could you please point me to the best way of doing it without losing the subscription? It would be nice to keep the envelope structure as well. (I love your app!)
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ilona

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Posted 1 year ago

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Sarah Wenger

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If you use the same log in (app and phone) everything should be there. I go back and forth all the time and it saves;)
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Alex Park, Official Rep

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Hi ilona,

As Sarah described, if you login to Goodbudget on our website (https://goodbudget.com/login) using the same email address and password that you use to login to Goodbudget on your iPhone app, you should find that you have access to your same household with all of your data (transactions, Envelopes, etc) and subscription.

Also, since you describe wanting to Import your transactions into Goodbudget, you can do so from the Web version by clicking the "Import bank transactions" link above the transactions list. For more detailed information, you can find a guide on Importing in our Help Center here: https://help.goodbudget.com/customer/portal/articles/772158

Hope that helps!


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ilona

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Thank you so much! I tried yesterday and it worked. I guess I tried before when I did not have premium and it did not work.
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Alex Park, Official Rep

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Hi ilona,

Glad you were able to login to Goodbudget on the Web.

For anyone else reading this -- you should be able to login to Goodbudget on our website (https://goodbudget.com/login) regardless of whether you're on the Free or Plus plan. If you ever experience any issues logging in on the website, please let us know at support@goodbudget.com and we'll try and help troubleshoot your issue.