Support

Email [email protected] - we reply within one business day. Include the BT_Log tab contents from your sheet if the issue involves syncing; it contains no account numbers or credentials.

Common questions

My bank connection says "Needs re-link"

Banks periodically require re-authentication. Open the Budget-Time sidebar (or Manage Accounts) and click Reconnect - you'll sign in through Plaid again and syncing resumes. Your existing transactions are untouched.

Some transactions are missing

Most banks provide 90 days to 2 years of history on first import - the range is set by your bank, not Budget-Time. New transactions typically appear within a day of posting; pending transactions appear immediately and update when they post.

Amounts look backwards

Toggle Flip debits/credits in the sidebar. By default expenses are negative and income positive.

My bank won''t connect yet

Most banks connect instantly. A few large institutions (e.g., Bank of America, Charles Schwab, PNC, U.S. Bank) require an additional partner review before newer apps can connect - ours is in progress with each of them. Email [email protected] and we''ll tell you the current status for your bank. In the meantime, CSV import works for any bank.

My bank isn't supported

Use Import CSV from the add-on menu - download a CSV from your bank and map its columns. Imports are deduplicated automatically.

Emails, mailings & opting out

Budget-Time keeps email to a minimum. You may receive transactional emails tied to your account - payment receipts, refund and cancellation confirmations (sent by our payment processor, Stripe), and replies to your support requests. These are part of the service and aren't marketing.

If we ever send optional product or announcement emails, every one will include a one-click unsubscribe link, and you can also opt out anytime by emailing [email protected] with "Unsubscribe" in the subject. We never sell or share your email address.

Beta / draft testers: if you were invited to test a pre-release (draft) version of the add-on and want to be removed, email [email protected] with "Opt out of draft testing" - we'll remove your address from the tester list promptly, and you'll use the standard released version instead.

How do I delete my data?

Disconnect your banks in Manage Accounts (this revokes and deletes the connection), then email us to delete your account record. Everything in your spreadsheet stays yours - see the Privacy Policy for what little we keep.