Home Budget App: Goodbudget

Home Budget App: Goodbudget

faq

FAQ: How to Import CSV Files Into Goodbudget

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

Q: How can I import my banking activity as a “CSV” file?
Q: I’m trying to import a “CSV” file into Goodbudget, but it’s not working properly, what’s wrong and how can I fix it? see below.

CSV Import (For Advanced Users)

We recommend users import their banking activity with Quicken (QFX) or MS Money (OFX) files. You can learn more about importing via these file formats here. However, if your bank does not offer QFX or OFX downloads, Goodbudget supports “CSV” formatted files as well.

  1. From the Transactions window on the home page, click on “Import Bank Transactions.”
  2. Click on “Choose File” and select the CSV file you want to upload.
  3. Then click on “Upload Transactions.”

Read more

FAQ: How to Import Bank Activity

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

EEBA supports importing bank activity for checking, savings and credit card accounts. You can import QFX (Quicken) and OFX (MS Money) files, as well as CSV files as an alternative for advanced users.

Step 1. Get Ready to Import

Head to your bank’s website and download your “recent activity.” Note that this is often not the same as downloading your statement. When asked, choose one of the following file formats:

  • QFX, a.k.a. Quicken, Web Connect, or;
  • OFX, a.k.a. MS Money, Open Financial Exchange.

Read more

FAQ: How Can I Handle Multiple or Variable Incomes in EEBA?

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

Q: I have multiple or variable incomes with expenses that are due throughout the month. How can I keep track of everything in EEBA?

Q: I have a monthly budgeting period, but I get paid bi-weekly, how can I manage my budget in EEBA?

Keeping track of a single, stable income can be hard enough. For those with more than one income, or an income that varies month to month, things can quickly get more complicated. You aren’t certain how much money you really have to spend, or which paycheck you should use to spend on which expenses. Thankfully, EEBA can help.

Working Towards a One Month Cushion

The ideal solution is to pool your income into Unallocated Money as a one month cushion for your budget. Then, use it fund your Envelopes all at once at the beginning of the month.

If that’s not an option for you yet, don’t worry! You can still use EEBA to manage your incomes and build up that one month cushion. Here’s how you can do it in 3 simple steps.

1. Make sure your budget makes sense

For many, building up a one month cushion is simply an issue of cash flow. For others a more serious change is needed. Check out our guide on creating a budget based off your income to know you’re starting off on the right foot.

Read more

FAQ: How to use the “Sweep” Envelope to Build Savings or Pay Down Debt

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out the Goodbudget Help Center for the most recent help content.

Q: What is the “sweep” Envelope? How can I use it?

The “sweep” Envelope is like your own personal penny jar. When you record an income with the “Specify” option, EEBA will ask how much money was received and how you’d like to fund your Envelopes. Often, the amount of money you receive will be different from how much it will take to fund your Envelopes. This means that EEBA will have a little extra –or be left a little short– when funding your Envelopes. This leftover bit is sent –or taken if you’re short– to the “sweep” Envelope.

(Note, if you’re wondering how to fund your Envelopes with “Specify” without using a sweep, click here.)

For example, here we see a user recording their income of 1600.

Read more

FAQ: How do I group my Envelopes? How does that help?

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

Q: How do I group my Envelopes? How does that help?

It’s quite simple to group your Envelopes.  When you name your Envelopes via Edit Budgets, use colons “:” — like Food: Eating Out and Food: Groceries. On the web, your Envelopes Overview and Reports will group these together. You’ll see whether you’re on track in each Envelope and also how you’re doing with the whole Envelope group.

Which Envelopes should I group together?

Well, that depends on what you want. If you have a lot of bills (cell phone, power, water, trash, cable, etc.), you might be getting a report that shows all your bills separately, like this:

To see how much you spent on all your bills together, while still tracking cell phone, water, and power separately, name your Envelopes like this:

Read more

FAQ: How do I change which credit card is billed for my subscription?

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

Q: How do I change which credit card is billed for my subscription?

To change which credit card is billed for your subscription, simply cancel your current subscription and create a new one with the new credit card. You can do this any time you need to change any of your billing information.

Your current subscription will continue for as long as you’ve paid for, after which your new subscription will begin — we won’t double-charge you. You won’t lose any time with your current subscription, or any data you’ve entered into EEBA.

Read more

FAQ: What’s that line on my Envelope bar?

by
Update

EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out our updated article on this topic, and check out the Goodbudget Help Center for the most recent help content.

What is that? And how can it help me keep a budget?

On Android and iPhone, your Envelopes are represented by a green bar with a line that crosses through it. The green bar represents the funds you have left in each Envelope. When the Envelope is full, the bar will be fully green. As you spend out of the Envelope, the green bar will decrease to the left.

The line represents where you would be if you were “on budget.” For example, the Eating Out Envelope above has a budget of $120, and is five days into a monthly budgeting period. Assuming there are 30 days this month, that budget of $120 works out to about $4 a day (120/30 = 4). So, five days into the month the line would show where the green bar would be if you spent exactly $20 (4 x 5 = 20).

Read more

EEBA gets some help!

by

Update EEBA is now Goodbudget! Goodbudget has all the great features of EEBA (and more!) in a new and updated interface. Check out the Goodbudget Help Center for the most recent help content.   Here at EEBA headquarters, we’re fond of saying that You can keep a budget, EEBA can help.  We say that because … Read more

Couple sitting at a table, looking at budget app on web and mobile phone

Goodbudget

Budget well. Live life. Do good.

A home budget app based on the envelope budget system. Available on the Web, Android, and iPhone. Replace your family budget planner, worksheet or spreadsheet with software that syncs.
Facebook Twitter Envelope Instagram
EXPLORE
GET STARTED
GET HELP
GET IT
Goodbudget on the App Store
Goodbudget on Google Play

© 2009–present Dayspring Partners | Terms | Privacy | Press Resources
Android, Google Play, and the Google Play logo are trademarks of Google LLC. | Apple, Apple logo, iPad, iPhone, iPod touch, iTunes, and Podcast Logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. | EEBA, the Easy Envelope Budget Aid, the EEBA mascot, “You can keep a budget, EEBA can help,” Goodbudget, the Goodbudget mascot, the Goodbudget envelope, and “Budget well. Live life. Do good.” are trademarks of Dayspring Technologies, Inc. SPC, a San Francisco custom web app development company.