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Q: I use EEBA and loved it for the first month. Now it’s a new month, but last month’s data is still showing up. How do I make my budget start over for the new month?
At the start of a new month, you have a few different options for how you want your budget to start over.
- Start Fresh. You can “Set all regular envelopes to their budgeted amounts” (or “Reset ALL”) which starts you fresh for the new month.
- Rollover. Another simple option is to “Add budgeted amounts to what’s already there” (or “Refill ALL”) which is EEBA’s rollover option.
- Get Fancy. If you choose “Specify,” you can customize how you want to add money to each Envelope. To use the same fancy Envelope Fill next time, create a Remembered Refill.
- Automate It. If you want EEBA to do this for you automatically in future months, create a Scheduled Income or Distribution, available on Plus and Premium plans.
On Android, tap Add $ from the Envelopes tab. On iPhone, tap More > Add Money.
On the Web, find these options under Transactions > Add Money / Receive Income.
(To use Unallocated Money, get the same options in Distribute from Unallocated.)
This will update your Envelope balances on the Envelopes tab. On your Transactions tab, you’ll see that EEBA keeps your Transactions from previous months so that you can refer back to them. Also, EEBA uses past Transactions to show you Reports on the Web that can give you insight into your spending and saving.
For more help Adding Money, check out our Getting Started Guide.
Thanks to Taylor and Steve for this question!