Fix an account balance

Bank says something different? Type in the real balance and Budget checks what might still be pending.

  1. Go to Money and tap the account.
  2. Type the real balance into Current balance (or Amount owed for a card or loan) and tap Update.

Or tell the advisor: “my checking is actually $812.”

If any expected bills or paychecks on that account weren’t confirmed, Budget asks about each one (It cleared, Still pending or Not this time) and opens an advisor chat to go through them with you. Those answers keep your forecast honest.

Upload a bank statement

Download 2 to 3 months of transactions from your bank as CSV, OFX or QFX, and Budget finds your paychecks and bills.

Review what your statement found

Check the paychecks and bills it spotted, set your everyday spending, confirm the account, then add it all in one tap.

Adding more statements later

Upload a new statement anytime, even every week. Duplicates are skipped, bills are matched, and your everyday spending plan stays put.