I have been using Good Budget for quite a few years now and it has become the backbone of my and my wife’s financials.
There are two areas that I have been trying to find workarounds about, however, inability to print out reports and transactions, and keeping track of tax related transactions.
I can work around the inability to print although awkwardly, but keeping track of tax related transactions has eluded me. I know that on both of these I am probably trying to get GB to do things it wasn’t designed to do so I am hoping that someone has come up with some creative approaches for especially the second area, like using tags, or something. Any ideas or suggestions would be helpful.
Thanks for your post!
You’re right GB can’t print reports, but you can print transactions by first exporting them into a CSV file that’s saved to your computer. If you want only a subset of transactions (for example, transactions only from your Checking Account) use the advanced search to filter for that Account before exporting those transactions.
In terms of keeping track of transactions, I would suggest using Tags. Tags are great for helping you find transactions that span multiple Envelopes. They allow you to tally up spending in those Envelopes over a set period of time. You can also use the advanced search to filter for those specific tags. You can read more about using tags here: https://goodbudget.com/help/customize-your-goodbudget/tags/
I hope that helps!
I tried setting up a test case by adding tags (#tax #income) to some of my March transactions but when I go tp advanced search the tax pull down list is unpopulated, Do I need to populate it somehow? Also tried searching separately for #tax in the search field and it pulled in all my transactions (of which I have hundreds by now). What am I missing?