Change Existing Primary Envelopes to More Envelopes

How do I change some of my Primary Envelopes into More Envelopes? Changing your existing Primary Envelopes to More Envelopes will allow you keep your transaction history for each Envelope. Here’s how: 1. Click on “+Add” under the More Envelopes bar to create a More Envelope for any period. Note, you’ll need to have at least one Envelope in … Read more

How do I move multiple transactions at the same time?

With Bulk Edit on the web, you can perform a single action on multiple transactions at the same time. That makes it easy to move existing transactions to a new Envelope or Account. You can also change the name of multiple transactions at the same time, or apply a tag! Check out the video below … Read more

I can’t import my CSV file. What do I do?

Every bank formats their CSV exports a little differently. Some formats may be difficult for Goodbudget to read and can result in an error message. The amounts don’t look like valid amounts Here’s why you might be seeing that error. 1. Your CSV file has amounts in two separate columns, with positives in one and … Read more

Add Weekly, Monthly, and 6 Month Envelopes in one budget on the web

How do I get weekly and monthly Envelopes to show up in the same budget? 1. Pick your Primary Envelope period On your Add/Edit Envelopes page, your Primary period will be your shortest period, so change it to the shortest period you’d like to track. Generally, we recommend picking a Primary period that follows how often you … 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 Just login 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

Turn Off Accounts and Budget With Envelopes

When Accounts are on, Goodbudget can help you budget with the balance available in your real life accounts, so you’ll need to select an Account to in order to save each transaction. If you’d like to just budget with just your Envelopes, you can turn Accounts off for a more simple budgeting experience. Note that … 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

FAQ: How to start in the middle of the month

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

Why is my Unallocated balance…?

To learn more about what Unallocated money is and what you can do with it, read our help article: What is Unallocated Money? In this article we’ll cover some common questions related to Unallocated money. ​What is Unallocated Money? Money that is in your Account(s) but has not been assigned to an Envelope is Unallocated. … Read more