Budgeting With Goodbudget

How to Use Advanced Search on the Web

Auditing your budget is an important practice when it comes to keeping your Envelope and Account balances accurate. But sometimes you just need to find a transaction because you want to add a tag, or update the Payee. That’s when Advanced Search comes in handy. Advanced Search Filters You can filter your transaction list using … Read more

How can I select a currency?

Goodbudget is currency-neutral, meaning there are no currency symbols (e.g., $, €, £) within the app or on the website. Because you aren’t required to select a “main” currency to get started, Goodbudget works for most people, regardless of their local tender. Frequently Asked Questions I moved and my currency changed. How do I change … Read more

Can I split transactions into multiple Envelopes?

When you go to a big-box store like Target, you might end up buying groceries, clothes, and a few things for your furry friends. Since those items don’t belong in a single category, splitting your transaction keeps your Envelope balances accurate to how you’re truly spending. You can split transactions on the web, iPhone, and … Read more

I edited my Envelope’s budget, but the balance is still wrong?

My Envelope balance is wrong after I added a backdated transaction.

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

How to Start the New Month

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

Re-link Accounts When Syncing Stops

Transactions not syncing for your linked accounts? That’s frustrating! Most new transactions should appear within 1-3 days of making your purchase. But the timing is largely determined by your bank. If no new transactions appear within a few days of making a purchase, check for issues with your connection. Here are a few common reasons … Read more

Why is my Available balance…?

To learn more about what Available money is, and what you can do with it, check out: What is Available money? This article answers common questions related to your Available balance (formerly called Unallocated). Why is my Available balance so high? If your Available looks too high, check if: 1. You recorded or imported income … Read more

What is Available money?

Available money (formerly called Unallocated) is money that does not have a job yet. The money actually exists in your Accounts so you can use it for spending, but it’s not in an Envelope. Here’s how Available is calculated: Available = All your Account money − All your Envelope money Quick Summary Available money is … 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