Envelopes are not rolling over

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  • Updated 4 months ago
Last month we opened Goodbudget and it didn't roll over our totals from March. I left it alone and just opened it up again and everything still looks the same from April. Why is it doing this?
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Greg Bryant

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  • frustrated

Posted 4 months ago

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Alex Park, Official Rep

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Hi Greg,

It sounds like you were expecting your Envelope totals to roll over to the new month but have found that wasn't the case. The most likely cause of this is that you have a scheduled Monthly Envelope Fill that resets your Envelopes to their budgeted amounts and wipes out any rollover. Would you mind emailing us at support@goodbudget.com with your Goodbudget email address so we can take a closer look at your household to confirm what might be happening and offer you steps to take to get your desired rollover?
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Wayne Woodbury

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Hi, Greg.  I'm not sure I understand what you are asking.  Are your envelope balances dropping to 0.00 at the beginning of the month, or are you asking why they are not getting filled at the beginning of the month?  Hopefully the following information will help answer your question.  If not, please reply and let me know where I missed the mark.

In Goodbudget, setting up your budget and filling your envelopes according to that budget are two separate steps.  When you set up your envelopes, you probably set an amount you wanted to budget for each of those envelopes.  That step established your budget, but did not allocate any funds to those envelopes.  Your opening balance should have been all allocated to the "Unallocated" envelope.  At the beginning of each budgeting period, you will need to do a "Fill" transaction,  There are two types of Fills: Fill from Unallocated, and Fill from New Income.  When you do a Fill from New Income, you record your income and distribute it to your envelopes in one step.  Alternatively, you can record your income separately (Goodbudget will allocate it all to the "Unallocated" envelope), and then do a Fill from Unallocated as a separate step.

If you haven't watched them yet, I recommend you watch the "Getting Started" videos on the Goodbudget Help site (https://help.goodbudget.com/).  They will help you understand the basics with very little time investment.  More advanced topics can be found in the articles below.  There are some features in Goodbudget that help you automate certain steps that are repeated and don't change.  For example, if your income is fixed, you may want to set up a scheduled transaction to record your income every paycheck so you don't have to enter it manually every time.  You can do the same with your monthly fills as well as certain bills you pay.  Here are a few articles I recommend:
Post a reply if you have more questions.

Good luck,