Your budget period is the recurrence that you set your budget to start on. We recommend setting your budget period to match the day you receive your income. Most people have a budget period that starts on the 1st of the month and we recommend that budget period if you have multiple or variable incomes. … Read more

To create an Envelope or Account transfer, just click on the orange “Add Transaction” button at the top left of the homepage. Select the “Transfer” tab to enter the amount and choose your transfer type.  You can check the “Schedule this…” box if you want your transfer to automatically repeat. On iPhone, add a Transfer … Read more

You can fill your Envelopes directly from your income. Click on the “Fill Envelopes” button to get started, then follow the instructions below. Fill from… New Income and enter how much the income is for and which Account you want to add the money to. Choose how you would like to distribute your income to … Read more

Scheduled transactions appear at the top of your transaction list on theGoodbudget Website, or at the top of the Transactions tab on yourdevice. If you’re using Bank Sync with Goodbudget’s Premium Plan, you’ll see any pending transactions immediately below your scheduled ones. Click or tap on any scheduled transaction to edit it. If you’re on … Read more

You might have noticed that there’s a little line that moves across your Envelope bar during the month. This line can help you keep your budget! Your Envelopes are represented by a green bar with a line that crosses through it. The green bar represents the funds you have left to spend in each Envelope. … Read more

Why is the number on top different from the one below it? And what does it mean? The top number in bold is the one that changes according to what you’ve spent—this shows the current balance, while the bottom number shows the budgeted amount. Your Current Balance will show you how much you have left and enables you to make an … Read more

We recommend recording refunds or reimbursements as Credits instead of Incomes. That way, your spending reports reflect what you really spent yourself, not what you spent, but were later paid back for. You can enter Credit transactions on Web, iPhone, and Android by following the instructions below. Web To add a Credit on the Web, … Read more

If you forgot your password, just enter your email address on the Forgot Password page and we’ll send you an email with a link to reset your password. If you’re already logged in, you can change your password by clicking on My Household at the top right of the Goodbudget webpage. This will take you to the Household … Read more

To clear all of your transaction information: 1. Click on the “My Household” link at the top right of the page.2. Then click on “Clear All My Data” on the left.3. Finally, click the red “Yes, please DELETE ALL MY DATA.” button. This will delete all of your transaction information. Your Envelopes and Accounts will … Read more

Take the fear out of budgeting with our step-by-step guide to crafting a budget you can really live with. Step 1. Relax! Before you do anything, take a deep breath and relax… feel better? We’re not here to make the perfect budget, or change your financial world overnight. We’ll get to that later. For now we … Read more