Is there a way to add a note to an envelope?

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Is there a way to add a note to an envelope? I like to keep a list of things I'd like to purchase eventually with some of my long-term type savings envelopes.
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Keri Snow Gerber

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Posted 9 years ago

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cmchien, Official Rep

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Hi Keri, thanks for the question.

There isn't a way to add a note right now. Are you aware of our sub-envelopes, though? By using a colon (:) you could configure your envelopes so that you are tracking for individual goals. E.g., "Savings: Down Payment", "Savings: Vacation". Then you could track to your particular goals.
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Matt

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I've used sub envelopes for a long time, but then decided that 45 envelopes were just too many.  :-)  But I think this would be a big help for some people.  I would love to be able to add a note to some envelopes for the same reason that you give me the option to add notes to transactions... I don't have perfect memory.
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Karisa Russell, Official Rep

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Hi Matt, 

I don't have perfect memory, either! I can see how having a notes for Envelope feature is helpful. I've added your vote for this request! 
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Johan Suh

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This question was added 7 years ago.... : /
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Murray Perry

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This reply was created from a merged topic originally titled
(Searchable) envelope and account metadata - tags, descriptions, etc..


It would be great if Goodbudget could add a descriptive layer behind the envelopes and accounts. That way I could describe the intention behind an account and possibly include both some common and edge case examples of what should go in that account. This would really be helpful for multi-person househlds to keep everyone on the same page.

That way someone could search for where they should track a haircut: "Health and wellness"? "Personal money"? "Misc household"?
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Russell Allan

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Has this feature ever been added? (ability to add notes to envelopes).  It would be useful to note on envelopes the date of month automatic payments come out of the bank account.
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Karisa Russell, Official Rep

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Hi Russell, 

Thanks for asking. We're currently not working on adding this enhancement, but I've added your vote to our tracker. 

In the meantime, if you haven't already done this, you can try using scheduled transactions to help visually remind you when bills are due. That way you can open that Envelope and look through the pending transactions list to see to see when bills are due. You can see how to add scheduled payments here.

Thanks again
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Todd Koenig

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I've got a pretty complicated budget.  The more detail we have, the better we are at planning and keeping to our family budget.  I'd like to add my vote for an Envelope Note feature.  If we had that, I would use it to remind myself of the things that do and don't fit into that spending category.  Thanks!