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

Goodbudget helps you budget by showing you the balances available in your real life accounts, so you’ll need to select an Account to in order to save each transaction. However, if you’d like to budget with just your Envelopes, you can turn Accounts off for a more simple budgeting experience. Note that with the Accounts … Read more

If you get paid every four weeks, you’ll receive 13 paychecks over the course of the year. The best way to budget for that is with a monthly budgeting period based off one of your paychecks. This will help you keep a consistent budget month to month and will give you a bonus paycheck at … Read more

You can create scheduled transactions while on the Web, Android, and iPhone. On the Web To create a new recurring transaction, click on the “Schedule this…” 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 … Read more

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.

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

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

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

Group your Envelopes together to see the bigger picture.  How does grouping my Envelopes help? When your Envelopes are grouped, you’ll be able to see whether you’re on track in each Envelope and track the balance of your Envelope Group as a whole Grouping Envelopes is also an organization tool. By lumping Envelopes together, they’re … Read more

Whether it’s your property taxes, a summer vacation, or your holiday spending, we all have expenses that seem to creep up on us through the year. Don’t be surprised by these predictable expenses! Instead, set a savings goal to budget for them throughout the year. With the Free version of Goodbudget, you’ll be able to … Read more