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G2 Crowd User in Financial Services

Does CalendarBudget automatically connect to my bank account to download transactions?

over 3 years ago

Some personal finance software connects to my bank account and automatically downloads and categorizes my transactions. Does CalendarBudget do that?

Vendor Responses

Response by CalendarBudget

about 2 years ago

No, CalendarBudget does not connect to your bank account automatically.

You can export your transaction from your online bank website and then import them to CalendarBudget using our Reconciling Assistant, but you'll need to do this manually.