Re-link Accounts When Syncing Stops

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. When you make a new purchase on the real-life account, it will take a day or more for your bank to report the transaction and for it to appear … Read more

Why is my Available balance…?

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

What is Available money?

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

What are the different Transaction types in Goodbudget?

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

What does “Save & New” do?

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

Current Balance and Running Balance

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

I created new Envelopes, but they’re not filled?

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

Add, Edit, or Delete Accounts

You can edit, delete or create new Accounts on the web, iPhone, or Android. If you want to budget off of Envelopes only, you can turn the Accounts feature off. On the Web Log in to the Goodbudget webpage and click the “Add/Edit” button in the Accounts tab. On the Add/Edit Accounts page, you can change … Read more

How do I record cashback?

Q. I often use cashback when I go shopping. How can I record that in Goodbudget? Getting “cashback” is like mixing an ATM withdrawal with a purchase. When you make a purchase with your debit card, let the cashier know how much you’d like to receive in cashback. The amount will be added to the … Read more