You’ve added a transaction dated for a previous month. Now you’re wondering why your current Envelope balance changed. That makes sense! Here’s why that happens. Goodbudget Envelopes use running balances to calculate current balances. Balances are not limited to one month at a time. That means every transaction — past or present — affects today’s … Read more
At the start of a new month, you’ll refresh your Envelopes by filling them with new money. When you do that: Last month’s transactions stay visible. Your Envelope balances update with new cash for the current month. You can automate this process by creating a scheduled Envelope Fill. Date the Fill for the 1st of … Read more
When you link one of your real-life accounts to a Goodbudget Account, that Goodbudget Account will begin to receive your new transactions from that day forward. Goodbudget reflects the various stages of your transactions. When you make a purchase on the real-life account, it will take a few business days for your bank to report … Read more
To learn more about what Available money is and what you can do with it, read our help article: What is Available money? In this article we’ll cover some common questions related to Available money (formally called Unallocated). Why is my Available balance so high? There are a few reasons why your Available balance might … Read more
When you have money that is able to be used for spending, but is not in an Envelope, that money is placed in the Available bucket (formerly called Unallocated). Another way of thinking about it is that your Available balance equals the sum of money in your Accounts minus the sum of money in your … Read more
In this article, we’ll cover each icon you can encounter while using Goodbudget. Transaction Types These are the different transaction types you might see using Goodbudget, and their corresponding web icons. Transaction type GB icon Effect Example Expense Subtracts money from Envelope(s) and either decreases balance of Checking, Savings, Cash Account or increases balance of … Read more
When you create a new transaction through the Add Transaction window on the Web, there are two save options, Save and Save & New. Clicking Save is best for entering single transactions, as it will save the currently entered transaction and then close the window. Save & New should be used when entering many transactions … Read more
The suggested Fill amounts for Annual and Goal Envelopes differ depending on whether or not they are assigned a Due Date. Annual Envelopes without a Due Date calculate their Fill amounts based on the Annual budgeted amount divided by the number of budget periods in a year. For example, if you are using a Monthly … Read more
The current balance (displayed at left, in sidebar) for your Envelopes and Accounts should always match the running balance (at right, in transactions list). If the two numbers are not matching, first try refreshing the page to see if one of the numbers simply hasn’t updated. If this still doesn’t clear up the issue, send … Read more
When you create new Envelopes, you’ll notice they don’t fill up with cash on their own. To fill your new Envelopes, edit your most recent fill transaction to allocate available money to the new Envelope. To get started, find your fill transaction in the transaction history and click. Scroll to find the Envelopes you just … Read more
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