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, Shopify, and Amazon.

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:

• Revenue — gross sales in the payout
• Payment Processing — fees charged by the platform for processing the payment
• 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.)

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: Revenue, Refunds, Marketplace Fees, 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 Revenue 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.

When a payout cannot be auto-matched confidently, the deposit appears under Review on the Integrations page. Click the Review button to see the deposit details. You can research the deposit on your own or contact support to help you resolve. Once resolved, you can Sync Now to update the matching process or press Resolved in the Review screen.

A forced adjustment line may be added when the matched platform transaction lines do not exactly equal the bank deposit — for example foreign exchange, timing, or fee differences not represented in the platform ledger. The payout can still split into the appropriate categories, and a balancing line categorized as Other & Uncategorized (or Other Income for positive deltas) keeps the register balanced. Hover the Issue column for details.