I have been using GoodBudget for years. I have always had my envelopes set to “Add,” but am wondering if I should be looking into “Set” for some of my envelopes, such as my “Fun Money” – My question is… if the money is “set,” where does any overage go in the system when the month ends? Any advice on how to manage this would be appreciated. Thank you!
Hi, great question. By default, if you Set an Envelope’s balance in an Envelope Fill, any surplus or deficit amount is moved to or taken from Unallocated.
But there’s also an option in each Fill to change that surplus/deficit Envelope, so you can have the extra plus or minus come from whichever Envelope you like!
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Thank you! I figured it out!