How do I create automatic Fills and payments?

You can create scheduled transactions while on the Web, Android, and iPhone. On the Web To create a new recurring transaction, click on the “Schedulethis…” check box on any transaction window in the Goodbudget webpage.You can make any transaction or Envelope Fill scheduled. Click the“Email X Days before” box to get a reminder email before yourtransaction … Read more

How to Download Your Transaction History

To export your transaction history in Goodbudget, click on the “Export CSV” link that’s above the Transactions list. You can save this file to your computer and view it through a spreadsheet program, like Microsoft Excel.

Organize Your Transactions With #Tags

What are “tags” and how can I use them? Tags are a way to keep track of spending that occurs in more than one Envelope. You can use this feature to keep track of pretty much anything, from spending on events or personal projects to tax deductions. For example, I’ve always wondered how much I … Read more

Where are my recurring Transactions?

Scheduled transactions appear at the top of your transaction list on the Goodbudget Website, or at the top of the Transactions tab on your device. Select any pending transaction to edit it. If you’re on the web, you can also click on the “See all your scheduled transactions” link to see a list of just your … Read more

What’s that line on my Envelope bar?

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

Custom Quick Fills

You can customize how you fund each Envelope and save the way that you Fill them for next time!  Here’s how: Create a new Envelope Fill using the the Fill Envelopes page as you normally would Before you save, check the box next to “Remember Quick Fill as…” and give it a name The next time … Read more

How much do I have left in my Envelope?

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 informed … Read more

Scheduled transactions not posting at the right time?

Q: My scheduled transactions are posting too late. What can I do? A: Scheduled transactions should start posting around midnight your time. It takes several hours for the job to complete. If you notice your scheduled transactions are posting too late in the day, check to make sure your Time Zone setting is showing the … Read more

How do I Group my Envelopes?

Group your Envelopes together to see the bigger picture. How do I group my Envelopes? How does it help? It’s quite simple to group your Envelopes. When you name your Envelopes on the Add/Edit Envelopes page, use colons “:”–like Food: Eating Out and Food: Groceries. On the web your Budget allocation and Spending by Envelope Reports … Read more

Tracking Credits / Refunds

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