Integrations

Platform integrations are used to connect ecommerce and payment platforms with your BudgetBadger account, providing you with enhanced data to dramatically improve your financial reporting and analysis to help you make better business decisions.

Platform integrations allow you to:

• Match each platform payout to the corresponding bank deposit
• Auto-split that deposit into revenue, refunds, and fee categories
• Improve P&L precision and accuracy, enabling granular metrics and trends analysis
• Provide data for the Platform Analytics section on the Dashboard page, providing critical insights into your business.

BudgetBadger currently supports the following platforms as direct integrations: Stripe, Etsy, and Shopify.

Other platforms, such as Square and PayPal, are supported through the Connect Accounts process, but currently do not have direct platform integration support to provide the same level of data analysis and insights.

See also Platform Integration Limits for validated paths and known limitations.

Connect a supported platform integration by first navigating to the Integrations page from the Profile menu. On a platform card, choose Connect and complete the authentication workflow.

Payout accounts are the checking or savings accounts in BudgetBadger where each platform deposits land — not the platform login itself. If you have already linked those bank accounts, the Payout Account line is often populated automatically. If not, press Manage on that line and select the correct synced account(s). Without a linked payout account, matching cannot pair platform payouts to bank deposits.

After connecting, review split category preferences by pressing Manage on the Split Categories line so the platform transaction types map to the right BudgetBadger categories.

To remove an integration later, use Disconnect on the platform card. Disconnect revokes BudgetBadger's access to that platform and clears synced payout data; your bank transactions and existing splits stay as they are until you connect again.

Once platforms are authenticated, synced and matches exist, you can view and customize the Platform Analytics section on the Dashboard page. These widgets provide insights into your business performance on each platform, helping you identify opportunities for growth and improvement.

See Dashboard Overview and Customization for how Dashboard sections and Edit work.

Platform integration matching runs on a daily schedule, so your platform transaction data is automatically synced and split into the appropriate categories.

You can also use the Sync Now button on a connected platform card on the Integrations page to manually pull the latest platform activity and retry matching. While Sync Now runs, the card may show progress details until the sync finishes.

Sync details on each card show how many deposits are matched (a platform payout successfully paired to a bank deposit) versus how many need attention in the Review queue. Matched count is not the same as Review count — a platform can show several matched deposits and zero items needing attention.

While high-confidence matches confirm automatically, ambiguous cases may land in Review. Open Review to confirm or reject candidates. You can reach out to support on the Contact page if you need help.

A matched payout deposit is automatically split into multiple transaction lines based on the underlying detail, which typically include:

• Gross Sales — gross sales in the payout
• Payment Processing — card, payment processor, and per-sale marketplace transaction fees on sales
• Refunds — refunds or chargebacks embedded in the payout
• Other — platform-specific transaction types (e.g. Marketing & Advertising for Etsy Ads, Shipping & Fulfillment for Etsy labels, Sales Tax Collected for remitted buyer tax on Etsy or Stripe, etc.)

For Etsy, split lines come from your shop Payment account ledger, grouped to each disbursement that matched your bank deposit. A rare minor adjustment may be folded into an existing split line so the deposit still balances.

The original payout deposit is excluded from your P&L report and analyses, so they are not double-counted with the split transactions that drive the P&L and Platform Analytics.

To remap which BudgetBadger categories receive each allocation line type (revenue, refunds, processing fees, etc.), press the Manage button on the Split Categories line on the Integrations page and update the mappings to your preferences.

Etsy exposes seven remappable rows: Gross Sales, Refunds, Platform & Marketplace, Processing Fees, Marketing, Shipping, and Sales Tax (remitted buyer tax Etsy collects and pays to authorities — maps to Sales Tax Collected by default).

Split categories control how matched payout deposits are broken into P&L lines (for example Gross Sales vs Payment Processing). They are integration settings — not the same as ordinary category rules.

It is important to change your preferred split category mappings on the Integrations page, not via category rules. Rules do not override platform integration split transactions. After changing your preferred mappings, run Sync Now if you want historical transaction splits updated immediately.

Review lists bank deposits on your linked payout account that need attention: unmatched platform payouts, rare minor balancing adjustments on matched deposits, or unbalanced splits. It does not include withdrawals or personal Etsy.com purchases on that account.

Click Review on the Integrations page to see details. You can research a deposit on your own or contact support. When resolved, run Sync Now or mark the item resolved in Review.

For Stripe and Shopify, a separate balancing line may appear when platform activity and the bank deposit do not match exactly (for example foreign exchange). Those cases also appear in Review when flagged.