Migration guide
Switching from Goodbudget to Budgey
About 20 minutes, most of it automated. Here's the exact path from Goodbudget to a working Budgey budget.
Part 1 — Get your data out of Goodbudget
- 1
In Goodbudget on the web, go to your transaction history and export it as CSV.
- 2
Note your envelope names and fill amounts — these become Budgey categories with per-period amounts.
Part 2 — Set up Budgey
- 3
Create your free Budgey account
Sign up at budgeyapp.com or in the iOS/Android app. Onboarding takes about two minutes — BaoBot suggests a starter set of categories, and you can rename them to match the ones you had before.
- 4
Set your pay period
Tell Budgey how you get paid — weekly, biweekly, or monthly. Your budget periods will follow your actual paychecks, which is probably an upgrade over the calendar months your old app forced.
- 5
Upload your export to BaoBot
Open BaoBot and upload your CSV, Excel, or PDF file (file uploads are part of Budgey Unlimited). It reads each transaction's description, amount, and date, matches categories by name, and imports the lot — and any import can be undone with one message.
- 6
Connect your banks (optional, recommended)
With Budgey Unlimited, connect up to 3 banks or cards via Plaid. From then on, new transactions land in your Review Inbox with AI-suggested categories — you approve each one, and your budget stays current without typing.
Switching from Goodbudget: your questions
Is Budgey an envelope budgeting app like Goodbudget?+
Budgey is envelope-adjacent: you give each category an amount per pay period and spend it down, watching what is left. The difference is input — Budgey adds bank sync (with a Review Inbox you approve), AI receipt scanning, and BaoBot chat entry, while Goodbudget is manual by design.
Does Goodbudget sync with my bank?+
No — Goodbudget is deliberately manual (it supports importing bank files by hand). Budgey Unlimited connects up to 3 banks via Plaid and routes new transactions through a Review Inbox for your approval.
How do Budgey and Goodbudget prices compare?+
Both are $10/month. Yearly, Goodbudget is $80 versus Budgey's $100 — but Budgey Unlimited includes bank sync, unlimited BaoBot AI, receipt scanning, and reports that Goodbudget does not offer at any price. Both have free plans.
Switching from something else?
Bring your budget home
Start free and import when you're ready — BaoBot does the heavy lifting.
No credit card required · Free plan forever · One budget on every device
Budgey
Budgeting for all
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