I’m planning for my retirement in a few months. That will mean a complete rework of my existing budget. New envelopes, not using some existing envelopes, etc. I have a lot of historical data in those envelopes that I don’t want to lose. How do I start a new budget with a lot of changes to existing envelopes without doing a “rake and burn” and losing historical data?
The only option I can think of is to download it to Excel. Not a great option…do you have a better suggestion?
Congratulations on your retirement! Downloading to Excel isn’t a bad idea as a backup, but the good news is that deleting an envelope does NOT delete its transactions. They’ll still be in Goodbudget but the envelope will show as a strikethrough “deleted envelope”.
I hope that’s helpful!
As a test I deleted an envelope that I haven’t been using from the “annual” section. I don’t see it anywhere as deleted envelope. Where do I go to find that?
The envelope will be gone but the transactions themselves will remain. If you “View All” you’ll see those transactions but they’re no longer associated with an envelope.
A few of us have asked about creating a “view/hide” toggle for envelopes and accounts but it hasn’t bubbled to the top of the roadmap yet.
Edit for clarity: there’s no “envelope” but where the envelope would be noted in the individual transaction it will display “deleted” with the name struck through.