Comments on: Auto-fill Payees, Unallocated Income, Scheduled Items, & Better Import

By: Karisa Russell

Karisa Russell — Mon, 04 Apr 2016 20:42:34 +0000

Hi Christine – Sorry for the trouble! First, try correcting the error by editing that transaction. Then, if you’re on your phone, you may need to log out and then log back in to refresh the local data that’s stored on your device. Hope this helps!

By: Christine

Christine — Mon, 04 Apr 2016 20:08:31 +0000

I spelt a payee wrong, and now whenever I go to pay them, it’s always still listed as an option. How do I clear/reset my payee memory/options?

By: Karisa Russell

Karisa Russell — Tue, 25 Aug 2015 22:16:21 +0000

In reply to Dave. Hi Dave - When you import a CSV of your bank statement, Goodbudget will automatically match transactions that you've recorded manually or scheduled transactions with ones on your CSV that are within 4 days and the nearest dollar. All of the other transactions you will have to manually sort by dragging and dropping them into their corresponding Envelope.

By: Dave

Dave — Tue, 25 Aug 2015 02:21:11 +0000

Does EEBA automatically sort the reoccurring transactions on my bank statement and then require me to sort the unique transactions?

By: cyu

cyu — Tue, 20 Sep 2011 22:12:27 +0000

In reply to Kristian. Yes, you're right that we focused on building the functionality of recurring scheduled transactions, since we heard that this was the priority for more users. We have the suggestion for one-time scheduled transactions in our feature tracker. For now, your workaround is a good solution for people who need it. Thanks for sharing it!

By: Kristian

Kristian — Tue, 20 Sep 2011 21:47:57 +0000

Still missing the option of scheduling a future transaction only once. Workaround now is to schedule it yearly, and then delete it after it’s recorded.