Hello!
TLDR: Is there a way to report on “income vs.spend by envelope by month”?
From an estate, we received a large chunk of money that we then distributed to our children. Rather than make a new envelope, I used our “Gifts” envelope. In the month that, I filled that envelope with the income and then when the check was deposited, I assigned it to the same envelope.
Because this was a one-off event (well, it may repeat in the future), I did not change the budget amount for that month. So when looking at reporting, the only report I can see that gets close to showing me how much came into an envelope vs. spent from the same, is the “Spending vs. Budget.” However, that report seems to use the current envelope budget value, which makes sense. But budgets by envelope can change monthly depending on circumstances.
Is there a way to report on “income vs.spend by envelope by month”? Or some way to historically capture envelope budget changes so that reporting can accurately show spend vs. budget taking into account the buget for that month? I know that sounds daunting to me because not every envelope is considered monthly, which is likely why the spend vs. budget report uses budget period instead of months.
I’m looking forward to ideas and suggestions around this.