Can I change past "add" to envelope to "set" instead - fixing past fills

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  • Updated 2 months ago
 I thought I'd like the add option but have decided I want set instead.  I'm trying to remove the ongoing balance.  I just want it set monthly.
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Joanne L

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Posted 2 months ago

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Karisa Russell, Official Rep

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Hi Joanne, 

Thanks for posting! It sounds like you've been using the 'Add' refill option, but now would like to use 'Set' going forward and remove the excess in your Envelopes. Is that right? 

The easiest way to do that would be to refill your Envelopes at the start of your new budget period using the 'Set' option. That will remove the excess once that happens. If you're using a scheduled Envelope Fill, you can accomplish that by updating your fill to use the 'Set' option.

I hope that helps!

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Wayne Woodbury

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Hi, Joanne.  I'm not sure if this helps, but here are a couple of items in addition to what Karisa said.  It sounds to me like you are asking about editing previous Fill transactions.  It has been my experience that as soon as you save a Fill transaction, all of the "Set" envelopes are changed to "Add".  This means that when you edit a Fill transaction, you can manually change how much money is added to a specific envelope, but you cannot change which Set/Add button is selected for an auto calculation to occur.  I suspect that this is because Goodbudget will allow auto calculations at the time you generate the Fill transaction, but once it is saved, the amounts are fixed so that if you go back to edit the transaction, you can see exactly what was added to each envelope as opposed to having it recalculate the amounts when you open the transaction or, for example, if you later add an expense that pre-dates your Fill transaction (that would be bad).

The second item that may be applicable to your situation relates to the use of custom Quick Fills.  You cannot edit an existing Quick Fill and save changes.  You must store your changes under a different Quick Fill name.  If I want to edit an existing Quick Fill, I first select the Quick Fill that I want to change, and then I check the "Remember Quick Fill as..." check box and choose a new name.

I hope this was useful and didn't add to the confusion.

Wayne