Move envelopes between annual and monthly

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  • Question
  • Updated 2 months ago
  • Answered
I didn't see this as a FAQ -- is it possible to move an envelope from monthly to annual or vice-versa?

If it is not possible, will I run into problems if I delete an envelope from one category and recreate it in the other with the same name?
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  • just fine

Posted 9 years ago

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Alex Park, Official Rep

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Official Response
Hi Jeannie,

Sorry for the confusion! The original official answer to this thread referred to a solution that was only possible on EEBA, the precursor to Goodbudget. You can still change your Envelope type in Goodbudget, but the process is different now.

You can now move your Envelopes from Monthly to Annual or vice versa (or between any types of Envelope) by dragging and dropping them in your Envelopes list. You can see instructions and a video guide on doing that in our Help Centre in this article.

Hope that helps!