Hi, I have envelopes set for monthly expenses, a few of my envelopes are tracking transactions from multiple months. How do I get those envelopes only to add transactions from the current month?
Are you using monthly envelopes? All of your envelopes will track all of your transactions, so you’ll need to do a Fill at the beginning of the month in order to reset them each time. (If you then go back and add a transaction from a prior month, it won’t recalculate the amount automatically.) Is that what you’re asking?
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I’ve just joined and finished October and really enjoyed the tracking. However, November is showing my October spend and I want a clean slate each month.
I’ve tried to follow the instructions but I cannot reset so that October transactions don’t show.
Please help.
Thanks
Are you trying to delete all your prior transactions, or just have the envelope balances reset? The former isn’t an option, as Goodbudget will keep all your transactions in perpetuity just like an account register. Resetting the envelopes and totals is done via a Fill transaction each budget period.
Let us know which way you’re trying to go and we may be able to help you get there
Goodbudget is different than some other budget apps. GB does not treat each month as a new clean slate or as a separate budget unit. There is only the current balance which is a sum of all prior transactions.