Import options and progress
Choose what accounting data to import and understand the progress screen while Budgee syncs.
Use import options when you want to control:
- how much history is imported
- whether unused categories are brought in
- whether unused bank accounts are brought in
- whether unused contacts are brought in
- what is happening during a long import
Where to find import options
Start an accounting import or update from the organisation setup flow or from Last update in the board header.
Before starting a new import, click More options to choose the import scope.
Choose the history range
The import flow asks how much accounting history to bring into Budgee.
| Option | What it does |
|---|---|
| Last 1 year | Imports roughly one year of history. This is usually a good starting point. |
| Last 2 years | Imports more historical context for larger or seasonal organisations. |
| Custom start date | Imports accounting data from the date you choose. |
Use More options
Click More options before starting the import to choose how much supporting data Budgee should bring in.
| Option group | Choices | When to use it |
|---|---|---|
| Category imports | Only import used, or Import all. | Use only used categories to keep Budgee cleaner. Import all when you want the full chart available for planning. |
| Bank account imports | Import none, only import used, or Import all. | Use only used accounts to avoid clutter. Import all when you expect to plan with accounts that have no recent transactions. |
| Contact imports | Only import used, or Import all. | Use only used contacts for smaller lists. Import all when you need contacts available for forecasting or card setup. |
Start the import
- Choose the history range.
- Open More options if you need to change category, bank account, or contact scope.
- Click the import or update button.
- Keep the tab open while Budgee imports the data.
Understand the progress screen
Large accounting imports can take several minutes. Budgee shows a clearer progress screen so you can see that work is still happening.
Controls and messages can include:
- Progress bar: shows the import moving through the main stages.
- Status title: explains the current import stage.
- This can take up to 10 minutes: a reminder to keep the tab open while the import finishes.
- show details / hide details: opens or hides the detailed import status list.
- Import item status list: shows whether import items are paused, importing, or imported.
If the progress bar pauses during a large import, wait before restarting. Accounting systems can rate-limit large syncs, and Budgee may still be working.
Connection issues and reconnecting
If the accounting connection needs attention, Budgee may show a connection issue message and a Reconnect button.
- Read the reason shown in the connection issue message.
- Click Reconnect.
- Authorise the connection again in the accounting system.
- Return to Budgee and rerun the import or update if needed.
After the import finishes
After import, Budgee can add, update, archive, restore, or remove imported records to match the accounting source.
Useful places to check next:
- Dashboard: check the high-level cash view.
- Cash Summary: review incoming, outgoing, and transfers.
- Import log: review import details and accounting balance checks where available.
- Transaction archive: review archived imported items if cleanup or repair work was run.
- Forecast assumptions: review automatic forecast updates and stale forecast methods.