Filling Synced account inflates balance

1

I have mulitple accounts synced to my bank accounts. They are 1:1 accounts. For Example, Cash Savings (Bank) syncs to Cash Savings (GB). Prior to syncing, Fills were coming from what what essentioally a dummy account. I would fiil, Cash Savings would go up in GB and, because I transferred money into the Cash Savings (Bank), the balances were exactly the same (until I started spending, of course. GB balance went down and the Cash Savings (Bank) would align when I paid the credit card off.

Now with this account sync’d, it is picking up the actual Bank Transfer so, for example, if my fill was $3,000, the GB Fill Action increased the balance by $3000 and then the transfer is adding $3000 more. I thought maybe I should some how connect the transactions? But I cant see how that can happen as it won’t let me…

Interestingly, GB injected a record to reduce the balance with the note: A transaction was imported from the bank which may have already been included in the Account balance.

Is this how GB addresses this kind of issue?

Maybe using Available would be better? But but that seems to defeat the purpose.

2

Hi @MichFam1985,

It sounds like you may be asking how to deal with transfers.

When you have both your parts of the transfer connected to linked Accounts, you’ll receive two automatically imported transactions: the negative half of the payment from one side and the positive half of the payment. For future credit card payments or Account transfers between two linked Accounts, match the automatically imported negative half and the automatically imported positive half. When you do this, it will automatically turn the Match into an Account transfer. You can lean more about how to use Match on our Help Center.

If you ever need to manually record an Account Transfer, you can do so by following these steps.

If you still have specific questions about your Household, then please contact us at support@goodbudget.com and we would be happy to help!

Live Generously,
Chloe