Manage Auto-Import

Auto-import allows BUDGIX to automatically import transactions from files on a schedule, without manual intervention. Files must be placed at the configured location by an external process (e.g., a script, download automation, or a banking app that exports to a folder).

To open the Manage Auto-Import dialog, click the Import toolbar button in the Transactions screen and select “Manage Auto-Import…” from the menu.

How Auto-Import Works

• Auto-import runs only while the application is open, even if it is not the active window. If you quit BUDGIX, auto-import will not be triggered.
• The scheduler checks for due accounts at a regular polling interval. The scheduled time may have a delay of up to 15 minutes.
• Previously imported transactions will not be duplicated. Any changes you made to transactions after import will be preserved.
• If the Mac goes to sleep, the timer is suspended. When the Mac wakes up, the scheduler resumes and catches up on any accounts whose scheduled time passed during sleep.

Toolbar Indicator

The Import toolbar button reflects the current auto-import status for the selected budget:

• Normal state — The standard import icon is shown when all auto-import accounts are healthy or auto-import is not configured.
• Error state — When one or more auto-import accounts have unresolved errors, the toolbar icon changes to indicate a failure. This serves as a visual alert that attention is needed.

The error indicator is scoped to the currently selected budget. Switching to a different budget will update the indicator to reflect that budget’s auto-import status.

Configuring Auto-Import

The dialog displays all imported accounts for the currently selected budget. Each account shows its symbol, name, file path, and an Auto-import toggle.

Prerequisites

Before enabling auto-import for an account, the following must be configured in Manage Accounts:

• The account must be of the “Imported” type.
• The Transaction File Path must be set and the file must be authorized for access.

If the transaction file path is not configured, a warning message is displayed and the Auto-import toggle is disabled.

Enabling Auto-Import

Toggle the Auto-import switch to enable automatic importing for an account. Once enabled, the frequency configuration options appear.

Frequency Options

Choose how often BUDGIX should automatically import transactions for each account:

Frequency	Description
Daily	Runs every day at the specified time.
Weekdays	Runs Monday through Friday at the specified time.
Weekends	Runs Saturday and Sunday at the specified time.
Weekly	Runs on a specific day of the week at the specified time.
Biweekly	Runs every two weeks on a specific day of the week at the specified time.

For Weekly and Biweekly frequencies, an additional weekday picker is shown to select which day of the week the import should run.

All frequencies require a time selection. The default time is 10:00 AM.

Saving and Cancelling

• Click Save to persist your changes. The scheduler will immediately re-evaluate all accounts after saving.
• Click Cancel (or close the dialog) to discard all changes and revert to the previous configuration.

Last Run Status

After an auto-import has run for an account, a Last run summary is displayed below the frequency configuration. This shows:

• The date and time of the last run.
• The result — either the number of transactions imported or “Failed” in red.

Successful Import

When an import completes successfully, the last run status shows the date, time, and the number of transactions that were imported.

Failed Import — File Authorization Expired

If the import fails because the file access authorization has expired or is missing, the error message is displayed in red along with a Reauthorize button. This typically happens when:

• The file was moved or renamed.
• The macOS user granted security authorization for the file has become stale.
• The application was reinstalled or the permissions were reset.

Click Reauthorize to grant BUDGIX access to the file again. You will be prompted to select the file. Once reauthorized, the error is cleared and auto-import will resume on the next scheduled run.

Failed Import — Other Errors

If the import fails for a reason not related to file authorization (e.g., the file format is invalid, the account has no associated budget, or an unexpected error occurred), the error message is displayed in red with a Retry button. To resolve these errors:

1. Check that the transaction file exists at the configured path and is in a supported format (CSV, OFX, or QFX).
2. Verify the file column mappings in Manage Accounts.
3. Click Retry to clear the error and allow auto-import to run again on the next scheduled cycle.

No Imported Accounts

If the current budget has no accounts with the “Imported” type, the dialog displays a message directing you to create one in Manage Accounts.