Added Bank Sync and now have duplicates

I just joined 3 days ago. I see your comment was placed in 6/24. Has it been resolved?

No, it’s terrible that they think this is acceptable.

No, and honestly I’m not going back until I know 100% it’s fixed. I really would love this feature and will happily pay for it, but after it destroyed a years worth of tracking and work I’m not risking it again.

@karisa
Edit to tag Staff so they know this is still an issue.

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Would love to know which other apps you used that had the functionality to sync AND match and hopefully not create duplicates. I am seriously fed up with my upgrade and considering going back to plus or jumping ship altogether.

This is from a previous app that I used if you find You Need A Budget :wink:

I did move from this other app to Goodbudget and I honestly like Goodbudget but the bank sync implemented in this way will drive you nuts. Rolling back was hard and destroyed all the tracking I had done.
@karisa It’s very odd that Manual importing bank transitions bring up a wonderful nice matching screen, but this already proven method wasn’t used with Bank Sync…

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They will start to lose clients. I am already looking around to change at the end of the year. We’ve been here for a long time.

@karisa @becky , please confirm you received my email to downgrade to PLUS and let me know when that will take place. I would love for it to be done before the weekend.

Thank you.

Oy! We just downgraded. Starting over again is not an option as we have been GB for 6 years. @karisa , please check your email from me ASAP. This is disastrous!!

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Another random complaint.

The new Bank Sync isn’t able to use any of the ā€œEnvelopeā€ quick fills that are setup.

The company wanted to use Plaid. So… They did. But they didn’t actually think about how their envelope users would use it. Plaid is the WRONG method to use for this. In order to properly use the envelope system, the new transactions need to be entered immediately. Otherwise, what’s the point? I will reiterate, someone got a bee in their bonnet and wanted to use Plaid. This brilliant plan will lose my business and, from what I can tell, I won’t be alone. Sadly, with Plaid being used by others, I’m not sure how good the other systems will work because I believe Plaid is the problem.
FWIW, I just looked and the company does NOT appear to be offering the previous ā€œproā€ plan before this whole bank sync debacle. They really don’t care about this thread or the problems core uses like us (been a user since their first year) have encountered.

Sigh. Now to go clean up the mess that’s in my envelops.

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Why would you solve this? It is not solved and as you can see more and more users are trying to use the premium and are very disappointed. You folks have lost your way to the initial point of envelopes and your methodology of budgeting. You are catering to the users who were never really budgeters and just want to track their spending. I think you jumped on the let’s take the mint customer train and dumped your tried and true budgeters.

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I have been on GB for years, lost my way with budgeting and decided to try YNAB on a strong recommendation from a friend. I found their bank sync and the way you match to your manual transactions very helpful because it allowed me to reconcile as often as I wanted and alerted me if I had missed a transaction. But - I was not happy with some other aspects so when I heard GB premium had bank sync I came back, thinking I was getting the best of both.

I wish I had read the community boards before I paid for premium, and the fact that there is not a plan in the works to create this feature:

" We are also aware of these feature requests and have considered possible solutions for them, but they are not currently on our engineering schedule :

  • Match imported transactions to manual transactions
  • Sync initial transaction history
  • Save imported transactions as debt payment"
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Is there any progress on this? You just sent me another email saying I should upgrade. Are you now matching transactions?

New Year and still no fix? @karisa
I have $ ready to throw at GoodBudget if they would just fix this.

not currently on our engineering schedule :

  • Match imported transactions to manual transactions

Sadly according to Goodbudget, taking my money is not on their plan…

It’s been a good run, but I now say goodbye to Goodbudget after 10+ years of using it.
Turns out I can get most of my needs from sharing a Numbers sheet and some manual entry. Which is what I wanted.
Thank again,