If your Envelopes appear in one long list instead of in Groups, you probably have your Group setting turned off in your Household Preferences. You can turn that setting back on by clicking on My Household in the upper righthand corner of the website, and then checking the ‘Yes, show Envelope groups.’ box at the … Read more

If you have non-English characters in your transactions, you may find those characters aren’t readable when you try to open an exported CSV of your transactions in Microsoft Excel or other CSV readers. This is typically an issue with how the program reads the exported CSV file, and can be solved in a number of … Read more

In this article, learn how to change the order of your Envelopes on Goodbudget Web, iPhone, and Android. Web To change the order of your Envelopes on the Web, go to the Add/Edit Envelopes page and hover the mouse over the Envelope you wish to move. You’ll see a four-pointed arrow appear to the left … Read more

It’s a new month and you’ve filled your Envelopes again. Last month you overspent in a few Envelopes and spent less than you budgeted in others, and now those deficits and surpluses have carried forward into the new month. But you only want to see this month’s spending in your Envelopes — how can you … Read more

The Payee suggestions that appear when you begin entering a Payee come from a list of all Payees you’ve entered for past transactions. Additionally, on mobile, there is a default list of commonly-used Payees that will offer suggestions unless that list is turned off. How to remove default Payees: On iPhone, go to the More … Read more

You can archive an Envelope or Account in Goodbudget by deleting it on the Edit Envelopes or Edit Accounts page. Note that deletion is a permanent action and cannot be undone. Transactions connected to a deleted Envelope or Account will not be deleted, and will remain in the household’s transaction history and in the Reports. … Read more

How do I change some of my Primary Envelopes into More Envelopes? Changing your existing Primary Envelopes to More Envelopes will allow you to 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 … Read more

The Bulk Edit tool lets you update multiple transactions at the same time. This saves you time and energy. Use Bulk Edit to quickly correct, reorganize or clean up several transactions at once. Bulk Edit is available on the website only. What Can Bulk Edit Do? With Bulk Edit, you can: Move multiple transactions to … Read more

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