If you’re unable to connect your bank account directly to the Good Numbers app, you may still be able to import your transactions manually using CSV files downloaded from your bank. This doesn’t mean you’ll always need to import transactions manually. If your bank becomes available for direct connection later, we can help transition your […]
Every transaction your organisation receives or pays throughout the year needs to be assigned a category. This allows Good Numbers to put everything in the right place when you prepare your year-end reports. Good Numbers uses the categories required for your organisation’s financial reporting. This is why you cannot create your own custom categories. See: […]
At the moment, you can’t add new transaction categories in the Good Numbers app. People often ask this when the standard categories don’t quite feel like they match the way money moves through their organisation. For example, you might want a category for things like cost recovery, reimbursement of expenses, or money received from participants […]
Akahu provides an easy, seamless, and secure way for Good Numbers to retrieve your transaction information directly from your bank. However, if you choose not to use Akahu or can't for some reason, you can also manually upload your bank transactions in the CSV format (Comma Separated Values format) to the Good Numbers App for […]
In this video, Duncan walks you through how to complete the year-end wizard in the Good Numbers app. Once you have completed the year-end wizard and submitted for processing, the Good Numbers team picks up the work and will prepare a draft set of financial statements for you.
The Good Numbers App connects directly to your organisation’s bank account. That means every dollar in and out needs to be accounted for — from your opening balance through to year end. Nothing disappears, and nothing should be deleted. Instead of deleting transactions, we focus on making sure they’re explained, categorised, and traceable. Common scenario: […]
Funding View changes how small non-profits track grants. When funding comes in, create a Funding View. As you spend, tag payments to it, make notes and upload receipts. Your App shows: When it’s time to report back, generate a clear funding report in minutes. In this guide: Create a new Funding view You can create […]
The XRB sets the categories that registered charities and incorporated societies must use when reporting publicly. Other non-profits can also choose to use this standard, unless they’re required to report under a different framework. At first glance, these categories can feel confusing. Some match everyday language — like donations and grants — while others don’t. […]
Looking for the link to sign up? Head here! Sign up for the Good Numbers app Head over to the login screen and enter the email address you'd like to use for the Good Numbers app. Note, you can onboard on either desktop, laptop, tablet or mobile. The screenshots below are taken on a desktop […]
Tip #1 – Always tick “Show all payee lines” When creating a Direct Credit payment in ASB, you’ll see a checkbox that says: “Show all payee lines on your statement.” ✅ Tick this box every time. Why this matters for Good Numbers If you tick the box: If you leave it unticked: When is this […]
If you are an ASB or BNZ customer, you may only see your personal accounts listed when connecting via Akahu. Unfortunately, your organisation's accounts may not appear. This happens because ASB and BNZ use separate mobile apps for personal banking and for business or organisation banking. Akahu (and therefore Good Numbers) can only access the […]
