Fill Envelope before other transactions on set day?

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  • Updated 8 months ago
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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".
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Dan Clarke

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Posted 5 years ago

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Steven Tafzil, Employee

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Hi Dan,

When you create a fill, the "Set" is always calculated as the first transaction of that day. So if you record a fill for 1/1/2015 and choose Set, it will fill it to the set amount as of the beginning of 1/1/2015.
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Dan Clarke

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Thanks for your reply. How come it does appear as the first transaction of the day? As in, it's not the first in the list.
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Becky Huang, Official Rep

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Hey Dan,

It sounds like you've also backdated some expenses--backdated transactions will show up in the order that you create them. If you want to see your Fill first, you'll need to delete the backdated expenses and re-enter them after you've created the Fill.
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Doug Brower

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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. 
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Karisa Russell, Official Rep

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Hi Doug, 

Sorry for the troubles! Can you clarify what you mean when you say that the fill doesn't work correctly if you've already entered transactions on the first? 

When you 'Set' your Envelopes to full for a specific day, Goodbudget will automatically deduct your spending that you've entered for that same day. That prevents against filling the Envelope with more than you've budgeted. 

Hope that helps!
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Doug Brower

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Sure - I'll try to explain more thoroughly...
In my example... goodbudget automatically does everything correctly on the 1st of the month...  (BTW...  I really wish it wouldn't do that!!!  We have our 'budget meeting' for the previous month a few days after the 1st of the month.  We do this on purpose to give the bank a few days for all transactions to clear and show up for us to reconcile prior to the monthly meeting).  However... After our budget meeting, we then like to go and make some modifications to the monthly fill based on decisions we make in the meeting.  At this time, it might be the 5th or the 6th of the month.  I change the envelope fill transaction to set the envelope to an amount from value 'A' to value 'B' and then save it - keeping the 1st of the month as the fill date.  If there happened to be transactions already in the system on the 1st of the month, the envelope fill changes from the 1st transaction of the day to the last transaction of the day and sets the amount after those transactions happened on the 1st - so it essentially doesn't take into account the transactions that were made on the 1st.  I'd really prefer that it remained the 1st transaction of the day and that the new 'set' amount happened prior to any spending on the 1st of the month.  (ie - the new spending in that month gets deducted from the new 'set' amount.  Does that make sense?  
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Karisa Russell, Official Rep

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Hi Doug, 

Thanks for clarifying! I can see why it makes sense for the fill to remain listed as the first transaction of the day. Also, if you don't want your Envelopes to automatically reset, you can delete your Scheduled Fill, and then manually refill your Envelopes when you're ready. To do that, just head to your Transactions view and find your [Pending] Fill, click on that, and then on 'Delete'.

It sounds like you're also saying when you adjust your Monthly Fill that took place on the 1st, any spending you've added also for the 1st will not be accounted for in the Envelope's balance. Is that right? 

I haven't been able to replicate this from my side. The way Goodbudget should work is that whenever you fill your Envelopes, Goodbudget should account for the transactions you've added on that same day. 

For example, say you spent 15 in your Eating Out budget, when you refill and 'Set' that Envelope to the budgeted amount, the balance should be 15 shy of full. 

If that's not what you're seeing, feel free to send us an email to support@goodbudget.com so we can take a look and see what's going on. 

Thanks!
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Kaila Kliman

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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!
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Becky Huang, Official Rep

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Hi Kaila,

Did you backdate transactions to December 31 after your Envelopes filled for January 1? Goodbudget doesn't automatically recalculate your January 1 envelope fill. You can try deleting it and recreating it so that it includes your December 31 transactions. 
If this isn't what happened, can you contact our support team directly (support@goodbudget.com) so we can take a look at what happened? 
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Tiffany Kucifer

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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?
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Karisa Russell, Official Rep

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Hi Tiffany, 

Sorry for the troubles with your scheduled reset not adding the correct amount! Your scheduled fill should use the Envelope's balance at the beginning of the day (before other scheduled transactions post) in order to determine how much to add to the Envelope, and it doesn't sound like that's happening. 

Can you send us an email to support@goodbudget.com with your Household username so we can take closer look? 

Thanks