I am starting my August budget today August 11 and have had several expenses already in August that have been posted as I have had before, but this time after filling my envelopes with the budget amount, it is carrying over the July balance with August. What did I do wrong?
Hi @Bill - Thanks for your post - It sounds like you used the ‘Add’ refill option when you filled this time. The ‘Add’ option will add the budgeted amount on top of what’s already in your Envelopes to carry their balances forward to the new month/budget period.
If you intended to reset your Envelopes for August, then you’ll use the ‘Set’ option instead. If that’s the case, you’ll need to delete your current Fill, and then make a new August Fill that uses the ‘Set’ refill option instead. Here’s how you can create a Fill that uses the ‘Set’ option via the website:
- Click on “Fill Envelopes” in the upper-left of your screen.
- In Section 1. Fill from, choose “Available”.
- Change the Date to August 1 (or whichever date you’d like to reset on), then (optionally) check the box that says “Schedule this…” and choose “Every month” if you’d like this to automatically recur.
- In Section 2. Fill your envelopes, locate the dropdown menu that says “Choose a Quick Fill” and select “Set all”.
- Save the Envelope Fill.
Hope that helps!
Karisa
Thanks, Karisa! This seemed to clear it up! The only thing different now is the fill amount and the amount available to fill is not correct as I save the envelope fill?
Hi @Bill - Sorry for my delay, I seemed to miss this!
When you use the ‘Set’ refill option, Goodbudget will fill into your Envelopes the exact amount needed to reset their balances to full. That means the fill amounts taken from your Available will likely not equal your Envelope’s budgeted amounts.
If that doesn’t answer your question, feel free to email us at support@goodbudget.com so we can take a look at your Household and give you better feedback.
Thanks!