How do I change the settings so my debt does not roll over into the next month?

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  • Updated 4 years ago
I'd like to be able to start fresh each month, and have an accurate display of what I'm actually spending and overspending. It skews things when my overspending from the previous month rolls over into the next. Is there a way to change this?
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Lindsay LaRue

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Posted 5 years ago

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Becky Huang, Official Rep

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Hi Lindsay,

You can reset your Envelopes back to full by choosing the "Set" option when you're adding your income or filling your Envelopes. This will add exactly what's needed to refill your Envelope back to the budget amount.

Hope this helps!
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bob palmer

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i did  that and it failed no i have extra money in my envelopes and i have to go and delete and re-add my allocation. if this happens next month i will delete and go back to dsbudget.
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Karisa Russell, Official Rep

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Hi bob, 

Sorry for the confusion! I'll give you step by step instructions for resetting your Envelopes while on the website. 

  • Click on Fill Envelopes (https://goodbudget.com/envelopes/fill)
  • Enter your paycheck amount and who you received it from
  • Select the Account you're adding the funds to
  • Use the Quick Fill drop-down menu to select 'Set All', which is the reset option
  • Be sure to scroll down and add funds to any Annual Envelopes that you may have
  • When you're done, press Save to post the fill
Feel free to shoot us an email at support@goodbudget.com if you get stuck. Thanks!
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Colin Grant

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Bob, as a matter of interest, why do you feel the overspending bought forward skews your results? I would have thought that the overspending from last month would have to be replaced from this month's cash thus leaving you with less cash to play with. 

Colin