Half-way through trial

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  • Updated 4 years ago
I am around half way through my trial. I really do think this is a nice piece of software, it does what it says on the time and is very flexible. To be honest so far as its operational functionally is concerned I have absolutely no issues...other than with the web interface.

There is nothing drastically wrong with it but that inability to collapse groups and have them stay collapsed is a real pain. Sorry :-). Like others I have to archive old envelope/accounts and these can build up pretty quickly. That in turn means as the numbers grow and the list increases the amount of data appearing on my screen via the web interface grows to the point where it is rather daunting. So, to sort it I have to manually go through closing all the groups I do not wish to have open - then when I log out and come back another time they are all open again. Please, it cannot be that difficult to have the collapsed views stick from session to session.

And that really is my only moan, so not bad eh :-)
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Colin Grant

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Posted 4 years ago

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Karisa Russell, Official Rep

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Hi Colin, 

We definitely hear you! I can see how having to collapse groups every time you login can be a pain. I've added this to our request features tracker. However, because we are such a small team, we have to be really choose-y when deciding what to work on, so I don't know if or when we will work on this. I will be happy to let you know if that changes.

In the meantime, you're welcome to check out our Roadmap to keep updated on the cool features that we are working on. (https://goodbudget.com/roadmap/)

I hope this helps! 
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Colin Grant

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Thanks Karisa, I am leaning towards adopting Goodbudget but this lack of decent archiving is a worry to me, especially as Goal envelopes are seemingly a use once and discard option? Add this to the inability to keep groups collapsed and I can see the computer screen becoming very cluttered. It is such a shame really for this is quite basic functionality that is missing from a superb product.
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Colin Grant

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Just looked at the roadmap and see that you are working on - Individual Envelope Periods: Have some weekly Envelopes, others that are monthly, etc. How will this work? Will it be like Annual and Goal envelopes, will these definable envelopes be re-usable. Or is it aimed at the main budgeting envelopes? It certainly sounds interesting.

I have moved my savings stuff into the Annual envelopes so hopefully that will help me overcome the risk of having a lot of redundant envelopes in the archives.
 
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Karisa Russell, Official Rep

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Hi Colin, 

These are all great questions. You're right that Goal Envelopes are ideally used to reach one goal, and that's it. Archiving would be handy, but we're not working on it right now. I'll be happy to let you know if and when that changes. 

In terms of the Individual Envelope Periods, that feature will allow you to have some Envelopes that are monthly, others that are weekly, every 2 months, every 3 months, etc. These Envelopes will be part of the Regular Envelope category vs. Goal Envelopes that are one-time. So, these Envelopes would work like mini-Annual Envelopes. They will renew on a regular basis, but one that is shorter term. 

Does that answer your question? Thanks! 
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Colin Grant

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I understand, thanks. That could be useful, especially to those with more than one pay day per month.
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John Vander Stel

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Thanks for explaining that, Karisa!  You guys and gals are doing a terrific job of getting to understand exactly what users really want and need!  Kudos to you all!

I also am really looking forward to an remembered envelope list expansion and compression and also establishing envelopes whose periods can be specifically customized for expenses to cover every period of time imaginable.  

An elegant and complete picklist in establishing an envelope period would look like:  

every _ day(s),  
every _ week(s),
every _ month(s) 
every _ year(s)
every (1st, 2nd, 3rd 4th, or 5th) (Mon, Tue, Wed, Thu, Fri, Sat or Sun) of the month.

Just my two cents, for what it's worth... from my personal experience in actually writing and using an envelope budgeting program created long ago.

Cheers!

John Vander Stel
(Edited)
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Karisa Russell, Official Rep

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Hi John, 

Thanks for your help! I'll include your thoughts in our notes.