Getting started and budgeting
What does Ready to Assign mean?
What does Ready to Assign mean?
Ready to Assign is the cash in your accounts that has not been given a job yet. A
zero-based budget is finished when it reads $0 — every dollar assigned to a category. See
Ready to Assign.
Ready to Assign is negative. What do I do?
Ready to Assign is negative. What do I do?
A negative number means you assigned more than you have. Pull money back out of a category
until it returns to $0. See Ready to Assign is negative.
A category turned red. What is wrong?
A category turned red. What is wrong?
Red means the category is overspent — you spent more than you assigned to it. Move money in
from a category that came in under. See Cover overspending.
Do I have to budget every dollar?
Do I have to budget every dollar?
Zero-based budgeting works best when you do, but the app does not force it. You can assign
as much or as little as you like. See Zero-based budgeting.
Bank sync and accounts
Does Budget Bandit connect to my bank?
Does Budget Bandit connect to my bank?
Yes. Automatic bank sync runs through Plaid. See Connect a bank.
You can also keep manual accounts and enter transactions yourself.
My bank balance does not match my transactions.
My bank balance does not match my transactions.
Usually this is pending transactions or a missed import. Start with
Fix sync problems and
Balance doesn’t match.
I see a transaction twice.
I see a transaction twice.
Duplicates happen when an import overlaps with a synced transaction. See
Duplicate or missing transactions.
Importing and migrating
Will importing overwrite my current budget?
Will importing overwrite my current budget?
No. Every import creates a brand-new budget. It never overwrites or merges into the budget
you are already using. See Import overview.
Can I bring my data from YNAB, Monarch, or Actual?
Can I bring my data from YNAB, Monarch, or Actual?
Yes. Budget Bandit imports from YNAB, Monarch, Actual, CSV, and OFX/QFX. See
Import overview.
Some rows did not import.
Some rows did not import.
See Why rows didn’t import for format and duplicate causes.
Billing
How much does Budget Bandit cost?
How much does Budget Bandit cost?
One plan, Plus, billed monthly or yearly, with the current price shown at checkout. New
accounts start with a full-access trial. See Plans and pricing.
How do I cancel?
How do I cancel?
Open Settings, then Billing, and use Manage Subscription to cancel in the Stripe portal. You
keep access until the end of the period you paid for. See
Manage your subscription.
Where are my receipts?
Where are my receipts?
In the Stripe billing portal, which you open from Settings. See
Payment method and receipts.
Privacy and your data
Can I hide my balances on a shared screen?
Can I hide my balances on a shared screen?
Does the app work offline?
Does the app work offline?
Yes. The app is offline-first and syncs your changes when you reconnect. See
Offline.
How do I get my data out?
How do I get my data out?
Export any report to CSV, or contact support for a full copy. See
Export your data.
How do I delete my account?
How do I delete my account?
From Settings, then Account, in the Danger zone. You have 30 days to recover before data is
permanently removed. See Delete your account.
Related
Contact support
Reach a person over in-app chat.
Fix bank sync
Connection and stale-data fixes.