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
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 a new Envelope, it does not automatically get filled. Instead, you’ll need to manually allocate money to it from your most recent Fill transaction. Here’s how you can add funds to your new Envelope, so it’s green and ready for spending! How to edit your last Fill: On the web: Go to … Read more
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
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
Q: It’s the middle of the month and I want to start using Goodbudget. Do I need to wait till the end of the month, or can I get started with Goodbudget today? The best time to start a budget is now. Whether you’re just tracking your expenses, budgeting off your income, or using Accounts … Read more
Are you returning to Goodbudget after taking a long break? If your envelopes and accounts are way behind and you don’t want to go back and update your past transaction information, here’s how you get a fresh start. 1. Reset your Envelopes back to 0. Your transaction history won’t go anywhere. We’ll reset your envelopes … Read more
Budget well. Live life. Do good.
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