What are the different Transaction types in Goodbudget?

In this article, we’ll cover each icon you can encounter while using Goodbudget. 

Transaction Types

These are the different transaction types you might see using Goodbudget, and their corresponding web icons.

Transaction type

GB icon

Effect

Example

Expense

Subtracts money from Envelope(s) and either decreases balance of Checking, Savings, Cash Account or increases balance of Credit Card Account

Buying something at the store

Credit

Adds money to Envelope(s) and either increases balance of Checking, Savings, Cash Account or decreases balance of Credit Card Account

Getting a reimbursement or refund

Envelope Transfer

 

Moves money from one Envelope to another

Changing budgeting priorities

Account Transfer

Moves money from one Account to another

Balance transfers, ATM withdrawal, paying off credit card balance

Debt Payment

Subtracts money from Debt Payment Envelope and lowers balance of Checking, Savings, Cash Account and Debt Account

Making a payment on a debt or loan

Interest, Fee, or New Charge

Increases balance of Debt Account

New fee on an owed debt or loan

Income (to Available)

Adds new money to the household and puts it in Available

Receiving a paycheck, receiving a gift

(Fill from New) Income

Adds new money to household and Fills Envelopes

Receiving a paycheck, receiving a gift

Fill from Available

Uses the Available balance to Fill Envelopes

Filling Envelopes to start budgeting for a new month

Account balance adjustment

Adjusts the balance of an Account

Balance in Goodbudget did not match balance in real-life

Miscellaneous Icons

TypeGB iconWhat it means
Linked AccountThis icon will appear next to a Goodbudget Account that has been linked to a real-life one. When accounts are linked, you’ll see this icon on both the web and the iPhone app. 
Bank Account (Confirm screen)You’ll see this icon on the Confirm screen on the web and iPhone next to transactions that have been automatically imported. 
Bank Account (Checking, Savings, Cash)This icon appears on the website to the left of your Checking, Savings, and Cash Accounts. 
CardThis icon appears on the website to the left of your Credit Card and Debt Accounts. 
EnvelopeThis icon appears on the website to the left of your Envelopes.
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