Fill newly created envelope mid-month

  • 2
  • Question
  • Updated 3 years ago
  • Answered
Apologies if this has been posted elsewhere, I have done my utmost to find the answer or figure it out myself - to no avail.
I have, what must be a very common problem. I had an unforeseen expense (traffic fine) for which no envelope existed. I created the envelope and set the budget amount. When I select the envelope, a note below the main line reads: "time to fill this envelope".
For the life of me I can not figure out how to do this. I've already filled the other envelopes from income, but as a single "event". I would think there would be some way of filling this from unallocated income?
Using Android btw. Thanks for any assistance.
Photo of Franco Swart

Franco Swart

  • 3 Posts
  • 1 Reply Like
  • frustrated

Posted 3 years ago

  • 2
Photo of jal540

jal540

  • 5 Posts
  • 0 Reply Likes
On home screen, hit the Fill Envelopes button and click on the From Unallocated tab. You could use a "Miscellaneous" envelope and a note on the transaction instead of creating an envelope for each one-time (hopefully!) expense. I have found that this makes things easier for me, especially for small things that crop up unexpectedly. 
(Edited)
Photo of Franco Swart

Franco Swart

  • 3 Posts
  • 1 Reply Like
Thanks for that. The "miscellaneous" envelope is a good idea, I'm for sure going to use it.
Regarding the suggestion of filling all envelopes from "unallocated"; would that not also re-fill envelopes I've already depleted for the month, like rent for instance (already paid)? It's my first month using GB and as I come across stuff I have forgotten about, I want to add them and see my unallocated amount come down as I assign funds.
Otherwise I'm going to need an excel spreadsheet on the side to predict spend until I'm 100% accurate in GB. TLTR: Having the functionality to fill one envelope at a time would be grand.
Photo of jal540

jal540

  • 5 Posts
  • 0 Reply Likes
No, you can choose to Add any amount to one envelope or whatever you like. Fill Envelopes gives you a choice of amount, which envelope to fill, etc. You should try it.
(Edited)
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1653 Posts
  • 216 Reply Likes
Hi Franco, 

Those pesky traffic fines! 

jal540 is right, you can fill as many Envelopes as you'd like. Let me know if you're still having trouble doing so, and I can reply back with detailed steps on how to fill just one. 

Thanks
Photo of Franco Swart

Franco Swart

  • 3 Posts
  • 1 Reply Like
Thanks, I think I've got it now.

I was initially only using my mobile but the help articles are much more accessible on the desktop version so, I recommend going through that as well.
Just for in case someone down the line is about to give up on budgeting altogether if they have to do another search, let me talk you down:

This is what I did: (using Android 6.0.1 Marshmallow, Goodbudget v2.5.1). 

As a new expense pops up during a budgeting cycle:
1) On the home screen, go to "Edit Envelopes" using the three dots/more options icon top right of the screen.
2)Select "Add Envelope"
3)Enter envelope name, budget amount and hit "save"
4)Hit the back arrow to take you to the home screen
5) Select the "Fill Envelopes" icon (logically a picture of an arrow pointing into an envelope, top right of screen)
6)Select "From Unallocated" (this is for my purposes where I still have some income unallocated and is fine-tuning my budget throughout the month as regular expenses pop up that I've forgotten about)
7)Give the envelope fill a description (I just use the name of the envelope)
8) Scroll down to "Your Envelopes" and select the down arrow next to your newly created envelope.
9) You have various options but as I understand it: "Adding" means adding the budget amount you specified when creating your envelope to whatever is still unspent in this envelope (rolling over). "Set to" fills it to exactly the budget amount regardless of how much is unspent (not rolling over). You can also choose an amount different to your envelope budget to add or set to. For a first envelope fill "Set to" and "Add" won't make any difference as your baseline is zero.
10) Make your selection and hit "Done". When you scroll up, you will see that your "Left Unallocated" amount has decreased by the corresponding amount.
11) Select the check mark top right (and probably get the "All fields are required" error because you forgot to give the transaction a description - in which case, give it a description and hit the check mark)
12) This takes you to the home screen. Scroll through all your envelopes and marvel at how you're getting your sh*t together.

The end.
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1653 Posts
  • 216 Reply Likes
Hi Franco, 

Thanks for posting these steps!