GB is Duplicating Income Amounts

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Each week I input a different income amount because it varies. Every time I do, it duplicates the income amount even though I select that the income is a "monthly" amount. Help?
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Bernadette

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Posted 2 weeks ago

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Wayne Woodbury

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Hi, Bernadette.  How do you enter the income when you receive it?  Also, do you do a Fill at the time you receive the income?

The first thing that comes to mind is that you are recording the income first as an Income transaction when you receive the check, and then a second time when you do a Fill.  When/if you record a separate Income transaction, your money is automatically put in the Unallocated envelope.  Next, when you do a Fill, you can fill from New Income or Unallocated.  If you have already recorded an income transaction, you want to fill using the "From Unallocated" option.  However, if you use the "From New Income" fill option, it records an income transaction and does the Fill in a single transaction.  If you record the income in one transaction and then do a fill from new income, it would record the income twice.

Let us know if that doesn't help.

Wayne
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Bernadette

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I open the app on my phone/go to "Edit Envelopes/I select the "down arrow at the bottom for "Estimated Monthly Income" / then I add the income . Then I make sure it says "Monthly" so it only adds it once. Then I click "Save". Is that the wrong way to add pay checks to Good Budget?
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Alex Park, Official Rep

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Hi Bernadette,

Sorry for the confusion. It sounds like you might have a scheduled Income in addition to the one you're adding, which is causing multiple extra Incomes to be inputted into your household. Would you send us a message to support@goodbudget.com with your Goodbudget household email address so we can take a closer look at your household and offer you some more personalized help?

Thanks.
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Wayne Woodbury

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Don't delete transactions.  You want to keep that information so that you can see your spending habits over time (see the Reports feature).

That being said, here is some additional information that might help improve your use Goodbudget and tailor it more to your needs.  For me (and many other people), I have certain envelopes where I have a fixed budget for each month.  For example, I budget a fixed amount every month for groceries.  If I under spend in that envelope one month, I don't want to keep adding more to it.  Instead, I would rather just top it off so that at the beginning of the month (my budgeting period), it has the full amount.

On the other hand, I have other envelopes that I can't afford to fill up every month.  An example of this is 'Vehicle Maintenance and Repair'.  The idea for this envelope is that it should have enough cash in it to cover a major repair, such as transmission work or tire replacement, but also be used for regular maintenance such as oil changes.  I can't afford to put $1500 or $2000 in one plop, so I add a little to it each month and roll the balance over so that it continues to grow.

There are two Fill features that I used  to manage this.  The first is 'Add' and 'Set'.  On the Fill screen, there is an 'Add/Set' toggle button next to each envelope.  The 'Add' option allows you to roll over balances from the previous month and it will add the specified amount to the existing balance.  The 'Set' option tells Goodbudget to set the envelope balance to the specified amount (Goodbudget will automatically calculate how much is needed to reach that amount).  The 'Set' feature allows you to top off an envelope, like Groceries, where you want to start each month fresh, while the 'Add' option allows you to grow the balance in an envelope.

The second feature is the Custom Quick Fill feature.  This feature allows you to save your Fill settings so that you can repeat it next month.  Quick Fills store not only the amounts you put in the envelopes, but also the 'Add/Set' settings for each envelope.  This is a big time saver.

Hope this helps.

Wayne
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Bernadette

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Thank you for clarifying! The ideas are simple but there's a lot to it. I appreciate the help. I'm slowly starting to get it. So I'm now in the process of trying to refill my envelopes the correct way. However, I think I messed it up because I was try to add several small paychecks to fill the envelopes. At the same time I "set" it to reset the envelopes like I wanted. But it put the money in allocated. Now its showing double .
1. I need to correct the entered income/ allocated amount which I can't figure out how to do.
2. How do I reset my envelopes
3. How do I add several paychecks or should I add the all together originally to fill the first initial envelopes?
4. What is unallocated and how do allocate?
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Wayne Woodbury

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I think I see some of your confusion, and I think I can point you in the right direction.  First, it is important to understand that there are two ways to record income.  The first is by entering an 'Income' transaction (a 'Credit' transaction on the mobile apps), and the second is by doing a Fill 'From new income'.  If you recorded your income in separate transactions, do not use the fill 'From new income' as this will record a duplicate income transaction.  Instead, use the Fill 'From Unallocated'.

If you need to reset your envelopes, you can wipe your account clean and delete all transactions (see https://help.goodbudget.com/customer/en/portal/articles/823257-clear-all-your-data-to-start-clean), but I don't recommend this.  You should be able to just delete the offending Fill transactions.  This will delete the extra income and move all your money back into the Unallocated envelope.  You can then re-do the Fill transactions using the 'From Unallocated' option.  This will allow you to distribute your money from Unallocated to your envelopes without recording income that you already recorded.

To record multiple paychecks, I recommend doing a basing Income transaction.  On the website, just click the 'Add Transaction' link at the top of the page and choose the 'Income' tab in the popup window.  All of the money for each paycheck will be added to the 'Unallocated' envelope.  When you are ready to budget that money, click the 'Fill Envelopes' link at the top of the page and choose the 'Unallocated' tab. 


This will allow you to move all of the money in the Unallocated envelope into your envelopes.  This method allows you to record multiple paychecks and then do a single Fill transaction.

The alternative method is to do a single Fill from 'New Income'.  This records the income for you, but requires you to fill your envelopes for every income/paycheck you record.  This is good if you only receive one paycheck per budgeting period, but if you receive multiple paychecks, it is best to create a separate income transaction for each check and then do a single fill at the beginning of your budgeting period.

As for the Unallocated envelope, it is just a system envelope where your money is recorded while it is waiting to be allocated to your envelopes via a Fill transaction.  It is effectively limbo for your money and is just a placeholder for your income until you decide which envelope to put your money.

If you need more detail than this, feel free to post more questions.  Also, if you haven't already done so, take a few minutes and watch the 'Getting Started' videos at https://help.goodbudget.com/.  They are very short and succinct, but cover the basics very well and may answer some of your questions.  The rest you can post here and you will get answers from a group of people that love helping out.

Wayne
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Bernadette

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I watched those start up videos, they were helpful. Thank you for trying to clarify for me.

My unallocated amount is red and a negative number. Does that mean I simply don't have enough income to fill my envelopes properly, yet?

I'm still trying to decide how best to record several irregular paychecks. I'm thinking I'll just do a Fill from new income to unallocated. If that's the case, how would I distribute it to all the envelopes without disrupting the first original fill?
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Alex Park, Official Rep

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Hi Bernadette,

Your Unallocated being negative could have come from a number of factors, but the best way to understand the Unallocated balance number is that it shows the difference between your Envelopes' balance total and your Accounts' balance total. If Unallocated is positive, that means you have spare money in your Account(s) that you can use to Fill your Envelopes. If it's negative, that means you've Filled your Envelopes with more money than is in your Accounts. Neither of these states is "right" or "wrong", it's just letting you know what you have. You can read more about Unallocated and how it can be affected in our Help Center here.

As for how to Fill your Envelopes in the future, your past transactions (including Fills) will not be affected by future transactions you make. So you can feel free to record new Incomes and Envelope Fills without worrying that you'll erase past Fills you've made.

Hope that helps!