Problems with non-English characters in CSV export

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

How do I change the order of my Envelopes?

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

How can I reset my Envelopes’ balances every month?

It’s a new month and you’ve Filled your Envelopes again. But last month you had overspent in a few Envelopes and spent less than you budgeted in others, and now those deficits and surpluses have been carried forward into the new month. However, you want last month’s spending to only affect last month — how … Read more

How do I get rid of unwanted Payee names?

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

Can I archive my Envelopes or Accounts?

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

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

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