⚡Download the Buddy app from the App Store! buddy.download
@calivali2876
3 ай бұрын
Can I integrate this with the budget app (I LOVED the calendar in the app) by using their CVS export?
@CalebBaleFinance
Ай бұрын
That's a great question but I'm afraid I don't know! I haven't heard anyone try to integrate two apps. If you figure out how, let me know
@RicardoRocco90
16 күн бұрын
My transfers between accounts are being counted as both income and expenses, which skewing my financial reports! How can I fix this issue?
@veraask7474
3 ай бұрын
Hi!! How can you review last month’s budget? I don’t know where you can find it
@CalebBaleFinance
Ай бұрын
All you have to do is hit the arrow to the left of the month. Try that! Sorry for the delayed response!
@veraask7474
Ай бұрын
@@CalebBaleFinance Thank you so much!!
@fobbbbb19
9 ай бұрын
I might have missed it, how do I actually use the bank connectivity? I can't find the option in the app or is it a US thing only? I am in Australia. Great video btw!
@CalebBaleFinance
9 ай бұрын
Hey no worries! If you have premium, just go to tools at the bottom and then tap on bank connectivity. I believe you should be able to connect in Australia as far as I know! But ultimately it’ll depend on if your bank in offered through the Plaid service which you may be able to check. Thanks so much, glad it was helpful!
@kellyfrancecoaching
9 ай бұрын
Thanks for this! Does Buddy automatically find my subscriptions or do I need to enter them manually?
@CalebBaleFinance
9 ай бұрын
Absolutely. Yes, it can find your subscriptions!
@traceb4521
9 ай бұрын
What’s the best way to handle internal transfers in the app? I have both my checking and savings accounts added, and when I select “Transfer,” it wants to transfer between wallets instead of my actual accounts…
@OlleLind1991
9 ай бұрын
Buddy doesn't have access to your actual money to do transfers/withdrawals. You would still need to make the actual transfers from your bank. / Founder of Buddy
@CalebBaleFinance
9 ай бұрын
Hey Trace! Great question. Think of the wallets more as sinking funds than accounts you can transfer between. As Olle said, Buddy does connect to your bank account but it cannot control your bank accounts. So if you try to “transfer” between accounts, it can’t move money from checking to your savings account. So if you use the wallets as sinking funds within your checking account for example, all your money stays in your checking account, but you can transfer money from your "spending wallet" to your "vacation wallet" or "home downpayment wallet." It just provides a better way of saving for some goals. Hope that helps!
@traceb4521
9 ай бұрын
@@OlleLind1991 sorry, I should’ve specified. I know Buddy can’t move the money for me - I’m talking about the transfers I make between the accounts and how they’re displayed in the transaction list. For example, I schedule a transfer from my checking to my savings via my banking institution, but in buddy it treats it as expense and income to each account, respectively, which then appears in my budget.
@traceb4521
9 ай бұрын
@@CalebBaleFinanceI’m still figuring out sinking funds and the layout 😅
@CalebBaleFinance
9 ай бұрын
@@traceb4521 I hear you haha. Well if you have any questions, I’ll do my best to answer them
@Samantha.RoseKingg
Ай бұрын
Is there a way to separate your checkings? I have a joint account that i share with my bf and then my account that i use for completely different reasons. Is there a way I can make separate budgets for each?
@CalebBaleFinance
Ай бұрын
Yeah you can create multiple budgets! Just go to the budget tab, tap the budget at the top and you can create a secondary budget there.
@manuigil987
4 ай бұрын
Hi, I’m using buddy from France and I don’t have the save tab ? ❤How did you get that ? Only in us ?
@CalebBaleFinance
4 ай бұрын
Hello! Sorry for the slow response. I'm afraid that feature is only in the US!
@marlamejia3108
7 ай бұрын
Since the record is per month, can you automatically carry over your current balance to the next month?
@CalebBaleFinance
7 ай бұрын
Yeah, you can carry remaining balance to the following month!
@dangelothomas8698
9 ай бұрын
What about the + - transactions of bill payments? Ex. I pay 100 on my credit card and it shows the payment but also shows a positive value to I guess offset. Where does the positive and negative transaction go? If I have a different wallet for my credit cards, do I put the + figure there to represent the payment?
@CalebBaleFinance
9 ай бұрын
So it's going to be a little hard for me to answer without fully understanding what's going on but I'll certainly try to explain how I would do it. When you make a purchase with your credit card, the transaction should show up in your "overview" tab at the bottom under "list" at the top right. If you tap on the $100 transaction you made on your credit card, there will be a category, then just under will be the wallet it's coming from, in most cases "From: Spending." Directly to the right, there's two arrows pointing opposite directions. If you tap on that, it drops down and shows "to wallet." When you tap on that, if you choose your credit wallet and tap save, that will add the transaction to your credit wallet and also add it as extra balance to your credit wallet that needs to be paid off. When you do make a payment towards the balance, the payment will show up as a transaction from your bank account, tap on it, then tap on "From: Spending" and choose your "Credit" wallet. That will make the transaction show a negative expense in the credit wallet, lowering your balance. Hope that helps! I understand the + and - can be difficult to figure out how to get them to work right in the app with all the transactions, especially with a credit card. But this is at least how I would handle what I believe you're asking about.
@MsMia70
9 ай бұрын
What are your thoughts on Rocket Money?
@CalebBaleFinance
9 ай бұрын
Great question! Honestly, I haven't gotten a chance to test it. But maybe I will soon! They're certainly doing a ton of advertising recently.
@Mattyehdams
9 ай бұрын
Weird I don’t have the section in save where you can see your subscriptions
@CalebBaleFinance
9 ай бұрын
Really? Interesting, I wonder if versions are getting released at different rates depending on your location or the app store you're using. Thanks for the heads up! I'll reach out to Buddy and see if I can get some clarity on that.
@Mattyehdams
9 ай бұрын
@@CalebBaleFinance when I first opened it they were there but once I actually got It set up it disappeared. May try deleting and reinstalling 🤷🏼♂️
@hayleygilson850
6 ай бұрын
@@Mattyehdamsany idea why this was happening because it’s happening to me and that’s one feature I really need to help sort out what I’m being charged for
@andreiafreitas5583
9 ай бұрын
Hi. I just Download this App and was searching for a Good explanation. I have a question. The income it is possible make it with 2 different incomes. I mean I earn for exemple 3000€ and my husband 5000 France Swiss. And we have rents in euro and other in Switzerland. It is possible to make in the same accounts 2 diferente folder. ( I don’t know exactly explain 😅) many thanks 😊 for your help
@CalebBaleFinance
9 ай бұрын
Woah, I've never had that question before! I don't believe you can budget with two different currencies in Buddy or any budgeting app that I'm aware of. Do both paychecks get deposited into the same bank account? The easiest way to handle this that I can think of is depositing both checks into one bank account, then the bank will deal with the conversion of one currency into the other currency, allowing you to budgeting your incomes in one currency. Ultimately I don't know if this is the best way of handling it, but it's the only way I can think of. Hope that helps!
@hienienguyen6766
Ай бұрын
you are a lifesaver my gosh! lol i need to learn about this. no body taught about this crap in school
@CalebBaleFinance
17 күн бұрын
Happy to help! That's the goal of this channel!
@WOUUUTT
8 ай бұрын
can you log refunds to the initial expense?
@CalebBaleFinance
8 ай бұрын
Great question! Honestly, I don't know if you can. However, I wouldn't even do a return that way. I would add it as a positive transaction instead of a negative one (like an expense). So like if you make a purchase at Walmart and you assign it to groceries, if you make a return, go ahead and at that as income back to the grocery line. I believe you should be able to do that. That way a return doesn't make the income for the whole budget look higher than it is. Hope that makes a little sense.
@grlfromtx09
29 күн бұрын
great vid!!
@CalebBaleFinance
17 күн бұрын
Thanks so much!
@shan1082
9 ай бұрын
Just started using buddy. I am having the same trouble as those above. I have my credit card linked and if I make a payment it comes up as a + and - I am confused how to label this so it does cancel out in my budget
@CalebBaleFinance
8 ай бұрын
Hello! Sorry for the delay. It's a bit difficult to answer very specific questions on here about budgeting but it sounds like if you have the same problem as another commenter, what I told them may be the best thing to try. So here it goes. When you make a purchase with your credit card, the transaction should show up in your "overview" tab at the bottom under "list" at the top right. If you tap on a $100 transaction (for example) you made on your credit card, there will be a category, then just under will be the wallet it's coming from, in most cases "From: Spending." Directly to the right, there's two arrows pointing opposite directions. If you tap on that, it drops down and shows "to wallet." When you tap on that, if you choose your credit wallet and tap save, that will add the transaction to your credit wallet and also add it as extra balance to your credit wallet that needs to be paid off. When you do make a payment towards the balance, the payment will show up as a transaction from your bank account, tap on it, then tap on "From: Spending" and choose your "Credit" wallet. That will make the transaction show a negative expense in the credit wallet, lowering your balance. Hope that helps! I understand the + and - can be difficult to figure out how to get them to work right in the app with all the transactions, especially with a credit card. But this is at least how I would handle what I believe you're asking about.
@dougie293
6 ай бұрын
Can I transfer my data from Mint to Buddy?
@CalebBaleFinance
5 ай бұрын
Oooo good question. I don't believe that it can, however I'm not 100% sure.
@gifty601
7 ай бұрын
Have you tried Beyond Budget app? Can you do a tutorial?
@CalebBaleFinance
7 ай бұрын
I'm afraid not as it looks like it's only on android! I'm an apple guy lol
@eugeneforharmony1857
9 ай бұрын
It looks like this is available only for happy Iphone users and not for Android users unfortunately.
@CalebBaleFinance
9 ай бұрын
Sadly yes, which is something I forgot to mention in the video.
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