I assigned a transaction to a wrong envelope - for an expense that occurred in April. Today (Aug 1), I updated the transaction and changed it to the correct envelope. I kept the April date as the date of the transaction; however, the new target envelope has reduced my current monthly budget amount by the transaction amount incurred in April. Is there a way to ensure that the charge for the transaction occurs in April rather than August?
Although Goodbudget won’t recalculate fllls and envelopes based on changing old transactions, the fix for this is simply to do an envelope transfer from the incorrect envelope to the correct one. When you made the change, the new envelope was reduced by that amount while the old one increased. Just transfer that amount between the two and the totals will be accurate again.
Thanks Tiffany. The real concern is more about the change in the date of the debit. Since I made the original transaction in April, I want to have the revised transaction also dated in April. However, even though I make sure to keep the transaction date the same when doing the envelope transfer, the revised transaction shows up in August.
Hi @bob.reno – All transaction dates can be edited. If you’ve already recorded your correction expense, click on that transaction and then update the Date field to change its date back to April. When you look at your reports, that expense will be factored into your April spending, instead of your Aug spending.
Hope that helps!