If I fill my envelopes on the 1st of the month, how do I ensure that the fill is occurring before any other transactions on that same day? Obviously the order doesn't matter if I'm doing an "add", but it does if I'm doing a "set".
I have the same issue and it is a little frustrating. My budget goes from the 1st of the month to the last day of that month. I usually wait until the 3rd or 4th of the next month, reconcile all of my accounts and have a "meeting" with my wife where we discuss the previous month and make adjustments to the next month... which... would be the current month in real life. When I go back to the fill transaction which had already happened and choose to "set" the envelopes to the amount we agreed upon... the fill doesn't show up as the 1st transaction of the day... and the fill is not always correct if we had other transactions already entered into Goodbudget on the 1st. It's kind of frustrating that we literally have to STOP USING the tool for a few days at the beginning of every month until we've had our meeting.
I have a question that seems to be in a similar category. I have my envelopes to automatically be Set to refill fully on the 1st of each month. This month, the purchases we made on December 31st somehow were deducted from our budgets for January even though it says our Budget refilled on January 1st. I can't figure out why this happened and how to fix the situation. Please help!
I have this issue for scheduled transactions, but not for manually entered ones. For example, my "dining out" budget resets on the 1st, and money I spend comes out after the Set. But my "fixed expenses" also reset on the 1st, although this doesn't happen until AFTER my scheduled deductions from the 1st are taken. Since one of these is the mortgage, the fill inappropriately adds an extra $2K to that envelope to cover it, even though the fill is set to have enough money in it to cover that expense. The only workaround I can see is to change the "due date" of the transactions that post on the 1st to the 2nd so the reset definitely happens before the deduction. Is there a better way?