Cash flow management and tax prep for businesses.

Yes. Attach receipts, invoices, and other supporting files to the matching transactions, so your business records stay together.

Create at least one bank and one bank account first (without connecting to your actual bank). After the first account exists, the Add Income, Add Expense, and Add Budget actions will unlock.

To add an account, go to Banks, choose the bank you want, then select New > Account. From there, enter your account details (like the name and current balance) and save.

Absolutely. Koody allows you to customize your budget cycle to align with your pay schedule, whether it's weekly, biweekly, or monthly, for a more accurate financial overview. You can even apply this custom date range globally, so the entire app uses your budget dates. To set a global date range, click the Custom Date Range button anywhere you see a date drop-down button in the app.

Yes, you can create as many custom categories as you need. This feature helps you tailor your budgeting to reflect your unique spending habits and financial goals.

You can add income manually or import it from your bank statements. This flexibility ensures you can track your earnings accurately, regardless of your preferred method.

To change your current balance, go to Overview > New > Current Balance, select the bank account, enter the amount and date, and save. This updates the account's current balance used for calculations, charts, and transfers.

Yes, go to Overview > New > Transfer to move money between accounts.

To import transactions into Koody, go to Overview > New > Import Bank Transactions.

Go to the Transactions tab and click Export. Choose your date range and one or more formats (CSV, Excel (.xlsx), or JSON), then download. If you choose multiple formats, Koody downloads one ZIP bundle.

Yes. On tablets, laptops, and desktops, navigate to the Transactions tab to use checkboxes and bulk actions. On phones, edit or delete items one at a time.

Yes. If you'd like, you can add a Category column to your CSV and fill in your categories before you import. But you don't have to — your imported transactions are automatically categorized, and if anything looks off, you can quickly fix it with bulk edits, which is usually easier than editing the CSV itself.

Yes. When you edit an imported transaction and accept the apply-to-similar prompt, Koody updates matching transactions from the same import and remembers that change for future imports. If you decline, only the one you edited changes.

Column mapping appears only when Koody cannot confidently read your CSV headers or structure. On the Column Mapping screen, select the Date, Description, and Amount columns, optionally choose a Category column, and set the sign convention if needed. Then click Import Using These Columns, and the import will run as usual. If you do not see this column mapping step, your file was mapped automatically.

This usually comes down to bank-specific CSV formats. Email us at hello@koody.com, and we'll sort it out immediately.

Open Transactions to see your history across all dates. If filters are active, select Reset to clear them, then search for a transaction. To review one import, go to Settings > Imports > Import History and select Review Import on its card.

Yes. You can mark income and expenses as recurring, and Koody can identify recurring payments in your imports. View next payments in Upcoming. Enable Auto-Generate Next Payment on a transaction if you want future payments recorded automatically.

Yes. You can choose your preferred currency in Settings and use it for budgets, transactions, and other everyday money tracking.

If you cancel an active paid subscription, your access to our premium features will continue until the end of your current billing cycle. After that, your account will no longer have access to premium features. You can always come back and reactivate a paid plan later. We'll securely store the data associated with premium features for a limited time in case you decide to return.

To delete your account, navigate to 'Edit Profile' and select 'Delete Account.' Please note that this action is irreversible and will permanently remove all your data.

Koody is headquartered in San Francisco, California, USA.

Yes. When you add income, you can mark it as taxable, choose a tax rate and due date, and Koody will calculate and track a tax set-aside based on that rate. Koody does not calculate your tax liability.

Koody checks new imports against transactions you previously imported and skips duplicates. That means you can safely import on a schedule without worrying that the same bank CSV will double-count your history. This duplicate protection compares new imports with previous imports. If you manually entered a transaction that also exists in your CSV, that can still create a duplicate, so it is worth reviewing after your upload. If you are unsure, you can ask Koody AI to help you spot likely duplicates so you can clean them up quickly.

Yes. You can import statements from multiple banks and cards into Koody. Each time you import, you choose the Koody account the file should go into, so your transaction history stays organized across institutions.