Want to know how to manage transactions in Budget builder? Check out our FAQs for more info.
Are ALL transactions shown and how quickly do they appear in Budget builder?
Yes, all transactions are shown and data is refreshed every 24 hrs. Budget builder isn’t designed to be an exact replica of your online bank account, so it doesn’t show real-time data. However, we receive updated transactional data for your synced accounts from Yodlee once a day, so the data displayed on Budget builder is refreshed daily.
What’s a transfer?
Transfers are movements of cash from one of your accounts to another. E.g. you take money from your regular account to pay your credit card.
Why would I need to ‘Add’ a transaction?
There may be times when Yodlee has not been able to access all your transactional data. Other reasons may be that you’ve received cash for something e.g, a ‘trade me’ sale or birthday money and you’ve put it straight into your wallet but still want to count it as ‘income’.
Can I export my budget to a spreadsheet?
Not yet – we are planning this feature for stage 2, which we aim to deliver later this year.
Do all banks have the same processing times and performance?
No. We get info from your bank via Yodlee each day. Generally, you should see your transactions within 24 hours. If you’re expecting to see a particular transaction that hasn’t come through yet, check back in later. The banks with the most reliable connectivity are BNZ, ANZ, Westpac, and Kiwibank. ASB is currently not available but we are working on it.