Filling Envelopes each income period- app needs details

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  • Updated 4 years ago
I've been using the GB app for about a month.  I would like to add my request to the list that has been on going for two years to see funding for the period.  Our household is funding envelopes up to five times in a month due to two income streams on different pay periods.  I am setting each pay period to be automated and the fill from those incomes to be a scheduled item as well to automate as much as I can.  Unfortunately the app does not provide any report or total or tool to see how much has been funded during the month so far.  I understand that this has been placed on the future improvements list and that is great - but would it be possible to at least get a report until then?  i am currently having to maintain a spreadsheet & use a calculator - which I don't think is in the intent of the app which is otherwise an excellent tool.
Photo of Wendy Robbins White

Wendy Robbins White

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Posted 4 years ago

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Photo of Steven Tafzil

Steven Tafzil, Employee

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Hi Wendy,

Thanks for the honest feedback. I hear what you're saying about being able to see how much you've filled so far. In your situation, I would recommend recording all the incomes to Unallocated. Then, have just one Fill from... Unallocated that you do each month. When you get paid, go back and edit that fill to distribute the added income to your Envelopes. That way you'll be able to see how much you've put into your Envelopes that month.

Hope that helps!