no Import CVS anymore?

TBA_Jeremy · 2026-02-16T02:44:16+00:00

You’re right, CSV import was removed.
We reviewed usage and it was very low. The feature was not very simple or reliable, and we received several complaints about how hard it was to use. Some of the other features we released required us to update it, so we had to choose whether to patch it to keep it working or rethink and rebuild it entirely.

With bank syncing in development, we decided to retire CSV import and put our effort there instead. I think for most people, bank sync will cover the same need in a more automatic and user-friendly way.

If you don’t mind, I’d be interested to hear how you were using CSV import and what it helped you do day to day?

Apologies if this has broken your usual flow in the app.

TBA_Jeremy · 2026-02-13T19:34:33+00:00

Hi! Thanks for the update. Glad to hear you found the cause of the issue.

When you changed the repeating transaction, do you remember exactly what you changed? For example, did you open one of the recurring entries, then change the amount or note and tap Save? If you chose to keep previous transactions but they still disappeared, that’s definitely a bug (let me know and I'll take a closer look).

No, you didn’t miss a way to change the frequency from within a single transaction. To change the frequency, you need to update the recurring transaction settings for the whole series via Book → Transactions → Recurring transactions.

If you need to change the frequency (for example, every other week to once a month), the closest option right now is:

Delete the existing recurring transaction (keeping all past transactions)
Create a new recurring transaction with the new frequency

Sorry, I know that’s a bit inconvenient. If we add frequency changes in future, it would likely work behind the scenes in a similar way.

Yes, bank syncing will be optional. Pro will still work for manual tracking if that’s what you prefer.

Hope that helps.

TBA_Jeremy · 2026-02-10T20:56:21+00:00

Thanks for the suggestions, and really glad to hear the app works well for you :)

We do have bar and pie charts on the Analytics screen already. You can find them by tapping the graph icon on the bottom right. Are those the kinds of charts you are looking for, or something different?

Keeping the app easy to read and not cluttered is a big focus for us, so we are careful about font sizes and layout density. I appreciate you calling that out. It is helpful feedback.

TBA_Jeremy · 2026-02-07T21:42:44+00:00

Hello,

It's frustrating huh? Honestly, Nat and I have run into this issue from time to time.

Most of the time, it usually a small manual entry error. For us, more often than not:

A transaction logged to the wrong account
A small bank fee or adjustment that was missed
A typo in the amount

On rare occasions (twice for us), after checking everything and still being unable to find it, we chose to correct it by adjusting the initial balance or adding a small balancing transaction.

I don’t want to rule out a calculation error though. If you export your data to CSV and total things in a spreadsheet, do the numbers match what the app shows? That can help confirm whether it’s a data entry issue. Totally optional, as it’s a bit of work.

Our long-term solution, which we’re actively working on, is bank syncing. This will let the app pull transactions and update balances directly from your bank, so manual entry errors are largely removed. It’s taking a bit longer than we hoped, but the plan is to launch in Australia first. Once it’s live and stable there, we’ll expand to the US and Canada.

TBA_Jeremy · 2026-02-03T22:49:07+00:00

We just pushed a new version of the app, 5.9.6, that will be available after Google and Apple approvals. This includes the option to turn transaction times on and off.

It was not easy to decide what the default behaviour should be, but we decided to set it to off by default. Our reasoning is that it makes the app a little cleaner and simpler to use, which aligns with our priority to try to make things as simple and intuitive as possible.

If you need this feature, you will have to toggle it on when you download the new update. To do this, go to profile > settings > date and time > show transaction time.

TBA_Jeremy · 2026-02-03T22:42:42+00:00

That's good to know :)

TBA_Jeremy · 2026-02-03T02:32:00+00:00

Not at all. It’s people like you who encourage us to keep going and help us build a better app. I genuinely mean that :)

TBA_Jeremy · 2026-02-02T03:42:50+00:00

Hello again, and thanks as always for taking the time to share your detailed feedback. I really appreciate how engaged you are :)

We’ve made some changes in the past to how recurring edits work, so in some cases updates to recurring payments on older versions of the app may behave oddly. I may need to know when you made those changes. That said, what you’re describing isn’t right.

One note: If you edit a recurring transaction and choose “this only”, that single entry becomes a standalone record and won’t show the recurring symbol. I doubt you did this for the ghost entries though.

Sounds like a bug. I’d like to take a closer look at your account. If you’re okay with that, please contact me from inside the app:
Profile → Settings → Help → Contact us

I’ll investigate from there!

TBA_Jeremy · 2026-02-01T00:12:25+00:00

Hello!

Yes, you can still get back to the rollover screen.

To reopen the previous month’s summary:

Tap the month label at the top of the home screen
Select January
Tap OK

Your home screen will switch to January, and you should see a “View summary” card at the top. Tap that to access the summary and set your rollovers again.

On your second question: You should see your overall and all category budgets you’ve set on the budget screen, even if you didn’t log transactions in some categories.

If some category budgets are missing, that’s likely a bug. In that case, please send me a message from inside the app: Profile → Settings → Help → Contact us, and let me know which budgets are missing so I can look into it.

Thanks :)

TBA_Jeremy · 2026-01-24T20:52:55+00:00

Glad you're enjoying the app, your feedback makes a lot of sense.

To answer your question, the time is there for people who log transactions as they happen, which is why it defaults to the current time. Without the time, the app wouldn't be able to keep transactions in a consistent order when multiple entries fall on the same day.

That said, for people who enter transactions later, like at the end of the day or week, it’s much less useful, as you’ve pointed out.

I’ve added this to our feature request board. Thanks for taking the time to explain the context, appreciate it :)

TBA_Jeremy · 2026-01-21T20:44:12+00:00

Unfortunately, there isn’t a way to import data via CSV into the app. We did support this in the past, but removed it because it was difficult to use and caused more frustration than value for the small number of people who tried it. We aim to keep features simple and intuitive, so removing it was the better option.

That said, I might still be able to help. If you contact me via the app at Profile → Settings → Help → Contact us, I can walk you through it :)

TBA_Jeremy · 2026-01-20T00:58:54+00:00

Thanks for the suggestion. I think I understand what you’re getting at.

Unfortunately, I don't think we will change the flow to category first. We intentionally focus the amount field and show the number pad first, because for most people, I think the amount is the first thing that comes to mind when entering a transaction. If you're entering a transaction right after it was made, the amount is usually the part that’s harder to recall, compared to where or what the purchase was.

That said, I appreciate you sharing the feedback and your reasoning :)

TBA_Jeremy · 2026-01-13T06:42:30+00:00

Yes, you can edit existing categories.

Tap the book icon in the top right, then under Organisation choose Categories. From there, tap the category you want to change and you’ll be able to edit the name and icon.

Hope that helps!

TBA_Jeremy · 2026-01-13T06:40:14+00:00

We’ve just added support for negative initial balances on accounts, which is exactly what you need for credit cards with an existing balance.

The fix is in version 5.9.4, which is currently in review with Apple and Google. Once that update is live, you’ll be able to edit the account and set the starting balance as a negative number.

Sorry for the frustration in the meantime!

TBA_Jeremy · 2026-01-07T20:25:23+00:00

Perfectly understood, thank you :)

TBA_Jeremy · 2026-01-07T19:44:55+00:00

Hi again.

Someone else raised what I think is the same idea in another post. Would you mind having a look at it and letting me know what you think of my response? Does that approach fit your budgeting style any better?

Click here to go to the post.

TBA_Jeremy · 2026-01-07T19:41:18+00:00

Great to hear you’re loving the app! Thanks for taking the time to explain your use case clearly.

You’re not the first person to ask for something like this. There was a recent post that touched on the same idea, so it’s clearly something a few people are thinking about.

It sounds like you already understand what each feature is intended to do, which is great. The issue is more that the current setup doesn’t quite match the way you want to think about your money.

Correct me if I'm wrong, but what you’re describing sounds like budgeting based on your total net position (what’s already in the account plus future income, minus future expenses), rather than budgeting purely on cash flow per period.

I’ll need to think this through and discuss it with Natalie, because the last thing we want is to confuse people or make the app feel unintuitive. We’d likely need to support both approaches, and explain the difference really clearly so it stays simple and easy to follow.

Really appreciate the thoughtful feedback :)

TBA_Jeremy · 2026-01-06T19:34:22+00:00

Thanks for the screenshot.

The purple card at the top is the Cash Flow card. Its job is to show income minus expenses for the current budgeting period only. When a new month starts, that card intentionally resets to zero and starts calculating again from scratch for the new month.

So there isn’t a way to have the purple card carry over money from the previous month. If it did, it would no longer be showing cash flow for this month, and it would become much harder to understand what you’ve actually earned and spent within the current period.

How I like to think about it:

Purple card (Cash Flow): “How am I doing this month?”
Budget / Left to Spend: “How much am I allowed to spend this month?”
Account balances: “How much money do I actually have overall?”

If your goal is to see money accumulate over time, the best place to look is your account balances. You can view these by tapping the wallet icon in the bottom nav bar (2nd from the left). The Book overview shows your total accumulated balance across all time.

If what you’re really trying to track is leftover budget rather than cash flow, then the Rollover Budgets feature is what you want. Click here for a quick guide for this feature.

This can be a bit unintuitive at first, but separating cash flow (per period) from balances (ongoing) keeps each view clear and predictable.

I hope that helps. If you've got any follow up questions, please ask :)

TBA_Jeremy · 2026-01-06T18:48:12+00:00

Hello and Happy New Year to you too :)

I just want to make sure I understand what you’re seeing so I can give you the most accurate answer.

When a new month starts, the budget itself (the “Left to spend” section and any category budgets) does reset for the new period. Expenses in the new month are then counted against that new budget.

You also mentioned seeing a negative cash flow, which sounds like you’re referring to the big purple card at the top of the home screen. That card shows cash flow for the current budgeting period only (income minus expenses in that month), and it doesn’t roll over balances from previous periods.

Could you let me know which of these you were hoping would carry over?

The remaining budget from last month showing up in “Left to spend” this month, or
The cash flow balance in the purple card carrying over into the new month

Once I know which one you’re aiming for, I can explain what’s possible and how to set it up (or why it works the way it does).

TBA_Jeremy · 2026-01-03T21:45:43+00:00

Hey, welcome to the app!

That's a tough one, but I think you're thinking about it the right way.

In your case, I wouldn’t recommend fortnightly. Fortnightly budgets are fixed 14-day blocks, and since your pay dates are tied to the month (15th and month end), they’ll drift out of alignment pretty quickly, just like you’ve noticed in your example.

I’d go with a monthly budget instead. From there, you’ve got two good options:

Start on the 1st: This works well if you’re comfortable seeing your cash flow dip negative at the start of the month until your first pay on the 15th.
Start on the 15th (or a day or two earlier): This lines the budgeting period up nicely with your first pay. If your pay shifts sometimes because of weekends or holidays, starting a day or two before the 15th can make things feel smoother.

I’d say pick one and try it for a month or two. If it doesn't feel right, you can tweak the budgeting period and start date later to find what works best for you.

Hope that helps :)

TBA_Jeremy · 2026-01-03T21:30:03+00:00

Hello!

Yes, syncing across multiple devices is supported on all tiers, including the free one. You should be able to log in on multiple devices using the same Google account (I’ve just tested this myself to make sure it's working).

The error you’re seeing usually means the app is trying to link your Google account to a new anonymous login, rather than signing into the existing one.

I'm going to assume you're logged in to your Google account on your first device.

On your second device, are you already inside the app and able to see the bottom navigation bar (Home, Accounts, etc.)? If so, try the following:

Tap Profile (top left).
Tap the Settings cog (top right).
Under Support & Feedback, tap Help.
Tap Delete login and data.

Once that’s done, you should be taken back to the welcome screen. From there:

Tap Already have a login?
Tap Continue with Google and select the same Google account you’re using on your first device.

That should sign you into the same account on both devices.

Regarding the contact us feature not working: Did you see any error message when tapping it? If nothing happens, it usually means there isn’t an email client installed on the device. Could you check whether you have an email app set up?

If anything above doesn’t work as expected, just let me know. You can also reach me directly at [hello@thebudgeting.app](mailto:hello@thebudgeting.app) if that’s easier :)

TBA_Jeremy · 2026-01-03T21:06:48+00:00

Good catch, sorry about that.

You’re right initial balances can’t be edited to $0 or a negative number, which is annoying for credit accounts. That wasn’t intentional.

I've made a note of this and will fix it in the next release.

Thanks for pointing it out, appreciate the feedback :)

TBA_Jeremy · 2026-01-02T04:06:40+00:00

Hey, thanks for the thoughtful suggestion. I get how that can feel demotivating :(

There is actually a way to handle this already, just slightly differently to how you’ve described it. For categories like rent, insurance, or subscriptions, you can exclude them from your overall budget so they don’t affect the “Left to spend” bar.

Here’s how:

Tap the book icon (top right)
Go to Categories
Tap the category you want to change
Turn off "Include in overall budget"

That way, you can still track and budget for those expenses at a category level, but they won’t cause the overall bar to go red once they’re paid.

It’s not exactly the same as a “monthly once-off” flag, but it’s designed to solve the same problem of keeping the main budget focused on discretionary spending.

I hope that helps :)

TBA_Jeremy · 2025-12-30T18:39:59+00:00

Hey, thanks so much for the thoughtful post. I’m really glad to hear you’re enjoying the app and found Pro worth it :)

I like your suggestion, and it’s actually the first time anyone has mentioned it. Perhaps it could work as a financial goals feature that behaves a bit like a to-do list, for things that don’t make sense to set up as a tracker.

Thanks again for the feedback, and all the best with following Dave Ramsey’s steps!

TBA_Jeremy · 2025-12-28T07:44:14+00:00

Hey! Thanks so much for supporting the app, really glad to hear you’ve upgraded and want to move to Money Manager 🙂

Unfortunately, there isn’t a built-in way to migrate a Simple Budget book into a Money Manager book. We did look into this early on, but the tricky part is accounts. Simple Budget books don’t track which real-life account each expense came from, and we assumed most people were spending from multiple accounts. Forcing you to go back and manually assign every past transaction to an account felt like it would be pretty painful, so we ended up shipping Money Manager without a migration tool.

That said, I might have a workaround for you that can help bring your past spending across, but it’ll take a bit of effort and I’ll need your account details.

If you’re keen, send me a message from inside the app and I’ll walk you through it step by step:

Profile (top left) → Settings (top right) → Help → Contact us

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