Getting Started
What’s so great about BudgetSync?
We love budgeting! It's the key to getting rid of debt, enjoying the things you love and ultimately achieving financial freedom. We also love … [Read More...] about What’s so great about BudgetSync?
What is a pilot?
Nope, we're not talking about the cool guy (or girl) who sits up front. This pilot is about allowing users early access to BudgetSync or specific … [Read More...] about What is a pilot?
First Time Sync – What can I expect?
After setting up your first bank connection, budget connection and sync profile BudgetSync will retrieve the last 7 days transactions from your bank … [Read More...] about First Time Sync – What can I expect?
Your Account
How do I delete my BudgetSync account?
If you wish to delete your BudgetSync account please email [email protected] from the email address you are registered with on … [Read More...] about How do I delete my BudgetSync account?
Syncing
Why are some of my transactions getting matched incorrectly in YNAB?
YNAB has a matching algorithm that will essentially try to match a completed transaction with a pending one. YNAB calls these pending transactions … [Read More...] about Why are some of my transactions getting matched incorrectly in YNAB?
How long do my transactions take to sync?
This depends on a few things and it's not always entirely predictable. The table below reflects what we know for sure. As we get more feedback from … [Read More...] about How long do my transactions take to sync?
How do I pause syncing temporarily?
If you want to prevent your transactions from syncing temporarily then head on over to the Sync Profiles page. On the far right side of the table … [Read More...] about How do I pause syncing temporarily?