How to View Previous Months Budget

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  • Updated 3 months ago
  • (Edited)
We are used to being able to see the past month's budget in order to quickly compare months and spending. Charts and graphs while pretty are not very helpful to us. How do we achieve this in GoodBudget?
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Bill

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Posted 5 months ago

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Alex Park, Official Rep

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Hi Bill,

You said charts are not helpful to you, but there's a table at the bottom of the Spending by Month Report that allows you to quickly compare spending over previous months, is this the kind of thing you're looking for? If not, could you describe in a bit more detail what sort of visualisation you're looking for?
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Bill

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Really just want to see the envelope view for each month. The ability to look at Oct. and Nov. to compare them.
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Alex Park, Official Rep

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Hi Bill,

Are you asking to see what your Envelopes looked like at the end of each month? If so, there's not really a way to see previous states or snapshots of your household, but you can use the Envelope Balances Report or the transaction history's running balance to see where Envelopes would have been at specific points in time.

But you should be able to compare the spending figures by using the Spending by Month Report I linked above, even if it doesn't tell you the balances.
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Octávio Sá

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I also think this would help a lot in the comparison of months. I'm with Bill here. I'm surprised there aren't more people asking for this!
A simple implementation would be for us to be able to specify a date and see the budget up to that date. 
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Karisa Russell, Official Rep

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Hi Octávio Sá,

Thanks for posting! When you say you'd like to specify a date and see the budget up to that date, what do you hope to see? Do you want to see what your Envelope balances were on that date against what the budget was on that date? 

Thanks for clarifying!
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Octávio Sá

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Hello Karisa,

That's exactly it. I want to see today, exactly what I saw like 2 weeks ago (in the "Envelopes" tab).

Thanks!
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Karisa Russell, Official Rep

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Thanks for clarifying! For now, I've added your suggestion to our request features tracker for future consideration. 
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Octávio Sá

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Thank you