Skip to main content

Multiple Budget Synchronized Bank Account Issue

Feature Request

I noticed something strange happen when I had two budgets using the same bank accounts. I first created a budget that use only manual accounts. Then I created another budget and connected synchronized accounts from my bank. That worked as expected. Then I wen back into the first budget and added some accounts from the same bank. They were added as expected, what I did not expect was for them to be removed from the second budget. It seems like the budgets are not 100% seperate and that somehow the synchronized bank accounts were conflicted between them.

Posted by Niels Damgaard ·
Status: Completed1 comment

Log in to comment and vote

Comments1

  • team@waypointbudget

    Team•

    Sep 17

    Hi @Niels Damgaard, you found a real gap, thank you!

    Until now, picking accounts from a bank you'd already connected in another budget moved those accounts and their history into the new budget, with no warning. That's fixed: connecting the same bank in two budgets now keeps it syncing in both, each with its own history, and it still counts as one connection.

    For your setup, reconnect your bank from Personal Budget and pick the accounts there; your imported Monarch history stays put alongside them.