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

If you are already logged into the website, click on the “My Household” link on the top right of the page. Your username will appear in a field at the top of the next page. If you want to recover your username, head to our forgot password page and enter your email address. We’ll send you … Read more

“Add budgeted amount” will roll over the leftovers and add the budgeted amount back in, while “Set to budget amount” tops off what’s left in your Envelopes to get your Envelope back to exactly full. For example, you have an Envelope with a budget of 50.00 and at the end of your budgeting period, you have 5.00 … Read more