I have been using Goodbudget for several years now and it is working great for me. However, at the beginning of each year I have the same problem. I want to keep my same categories. Some of the amounts will change, but I think I can do that. My real question: How do I start the new year without rolling over the leftover amounts? I want each category to start with 0 dollars. Then I will fill the envelopes.
To get everything back to 0, just make a one-off Fill where you toggle every envelope to “Set to 0”. That will put all your money back into Available, and then enter your regular budget Fill after that. I’m sure you know you can have as many Fills as you need, so creating that one won’t force you to change anything else about what you’ve already scheduled. And if you ever need to delete a Fill and re-enter it, just enter the next one as a “Now”, then change the next scheduled date to the actual due date.
For example, I “Set to 0” today, then need to Fill for February (which happened automatically yesterday). I just choose the March Fill, enter it Now, then change the April date back to March.
I hope that all makes sense!