I download my bank transactions as a CSV, edit the information then upload to GB. Is there any way to assign the envelope when I am working in the CSV file and have it import with the rest of the information? I don’t always update my information in a timely manner and the dragging into each envelope can take forever. A search indicates that it should be possible by adding a column for the envelope, but there is no option in the drop down box to assign the column.
Hi @ddryer,
There are currently two ways to upload a CSV file into Goodbudget, and only one of them supports an Envelope column:
https://goodbudget.com/import/upload: does not support an Envelope column
https://goodbudget.com/auto/upload: should support an Envelope column
Are you using the second link? If so and you’re having issues with the Envelope column, can you email us at support@goodbudget.com? Then we can take a closer look at what’s going on.
Live Generously,
Chloe
Hi Chloe,
Thank you for responding. I had some trouble getting the links to work and then suddenly they did (the computer gods are messing with me this week). Those pages look so alike I thought they were the same at first. I followed the steps and it worked!
So, here’s my next question. I generally just use the link on the Transactions screen for Importing Bank Transactions which has always taken me to the first one. I didn’t realize there was another way. Where do I find that link for the future? It’s not jumping out at me.
Thanks,
Dawnette