Budgeting with Goodbudget

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

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

Fill Envelopes From Income

You can fill your Envelopes directly from your income. Click on the “Fill Envelopes” button to get started, then follow the instructions below. Fill from… New Income and enter how much the income is for

How do I Transfer between my Envelopes / Accounts?

To create an Envelope or Account transfer, just click on the orange “Add Transaction” button at the top left of the homepage. Select the “Transfer” tab to enter the amount and choose your transfer type.

How do I change my budget period in Goodbudget?

Your budget period is the recurrence that you set your budget to start on. We recommend setting your budget period to match the day you receive your income. Most people have a budget period that

Re-Fill Your Envelopes Each Budgeting Period

You’ve been diligently recording expenses and adding your incomes as they’ve come up for the past month. Things have been going great–but it’s a new month and you notice that your Envelopes haven’t re-filled. What’s going on?  How do I re-fill

Build up a One Month Cushion

We all know it’s better to have a little cushion in our budget. What we don’t all know -or what we don’t yet believe- is that we can all have one. Well believe it! You

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