Multiple profiles

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  • Updated 3 months ago
Is there any way to create separate budget profiles for me and my wife’s joint budget and my separate account I have for spending? Is there an easy way to switch between them quickly besides having to log in and out?
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Joe Davey

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Posted 2 years ago

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Karisa Russell, Official Rep

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Hi Joe, 

Thanks for posting! At this time, Goodbudget doesn't have a 'Profile' feature that allows you to create separate users within the same Goodbudget Household. Right now, if you'd like to keep totally separate budgets, my recommendation would be to make separate Goodbudget Household accounts. You will have to log out of one in order to log in to view the other. 

Thanks
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Iwan Lemmens

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I'm replying to this post because I have the same question and hope this stays on the tracker. My girlfriend and I both use Goodbudget. Next month she moves in with me. We decided to have a budget for communal costs (rent, insurance, food,...) which we fill 50/50 and keep our own budgets private for purchases that don't involve the other. Right now I think the only way to do this is to have a 3th GB account. But you would have to log out of your own account to access the communal account.
(Edited)
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Becky Huang, Official Rep

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@Iwan,

We've added your vote for this feature in our tracker.

Thanks!
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krispyokreme

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Hi, would using the currently available "accounts" feature be able to accomplish separating personal and joint budgets? I'm wondering because I haven't yet upgraded to the Plus version so have never been able to try the "unlimited accounts" feature. For example, within the Android app, would I be able to easily filter each tab's contents (envelopes, transactions, reports) by account (as if only that one account exists, and I don't see envelopes, transactions, and reports related to other accounts)? And then could I easily with a couple of taps be able to switch to filtering on a different account? For example, I'd like to set up 3 accounts within the same household: his, hers, joint. I then want to view the entire app's contents with only the "hers" account (so I can see my own personal reports, and only see my personal envelopes and transactions). Then I just want to tap on the main menu and select "switch account" and switch to only viewing the "joint" account.

If this is already doable with the existing "unlimited accounts" feature in the Plus version, then it would be a big motivation for me to upgrade to Plus. If not, then I would really love it if this feature could be added to your roadmap, because I love using Goodbudget and am not yet ready to give up on it even though it currently isn't very user-friendly for couples who share finances.
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Iwan Lemmens

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No, that's not how accounts work. You can't budget for separate accounts. When you input a transaction you tell GoodBudget from which budget it needs to subtract and from which account. The budget envelope is kind of "virtual" since it's something you choose while the account is your actual money (cash, savings account, bank account, master card,...) You can chose any account for any envelope. The only way to do a budget separation at this point would be to use the envelope groupings.

Her: Clothing
His: Board games
Our: Groceries

You would both log in to the same account which means you can both see how much that present costs, how much he spends on board games, how much clothing she buys.
(Edited)
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Karisa Russell, Official Rep

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Hi @krispyokreme,

With the Free Version, you can already budget for items that are personal and joint, and it's particularly helpful if you use Envelopes Groups for that. The Plus Version would allow you to track more accounts that you have in the real world. For example, you could track more checking accounts, or credit card accounts if you have them. 

You can filter for Accounts in Goodbudget. When you do, only the transactions related to the Account you're filtering for will return in the results. And, there are some reports that can also be filtered by Account, such as the Spending by Envelope report. 

Does that answer your question?
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Elder Fam

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I vote for a "switch accounts" or "Choose your budget" feature as well.  I was just placed in charge of a charity group.  My husband and I use good budget, but with 4 to 6 people involved in the leadership of this charity group, I am seriously thinking about creating a goodbudget profile for us so we can all see where we are currently at in spending.  And as the leader, see real time where and who is spending faster than waiting for the reports to be submitted.  I also have my own home business that I was thinking about setting up a goodbudget account.  But I'm not sure if it's worth logging out of the app each time.  Anyway, we paid for the version for my husband and I and I would be willing to pay for multi profiles.  Login with one username but open to a screen that allows me to choose which "budget" I want to look at.  with different people attached to different budgets.  Does that make sense???  By the way!  THANK-YOU THANK-YOU THANK-YOU for creating something that is actually helping my husband and I be on the same page.  It has been a year and a half process trying several different methods including our own spreadsheet on a own cloud server.  Your goodbudget app is the best far and above all the other options we've tried.  Thank-you!  Keep up the great work!
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Karisa Russell, Official Rep

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Hi Elder Fam, 

Thanks for posting! I'm glad to hear you're liking Goodbudget and that it's helping you and your husband be on the same page about finances. That's amazing! 

Just to clarify, in your leadership example, it sounds like you'd like to be able to log in to your Goodbudget Household and select which budget to work on. For the budget that you'd like to share with the other leaders in your group, do you expect they should be able to see that budget as well? Or, are you the only one that has access to that group budget, and you just want to be able to toggle between that budget and your personal budget? I hope that makes sense!

Thanks again for posting!
Karisa
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Elder Fam

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Hi Karissa. Thank you for following up. The leadership has four of us who would benefit (actually 5) from being able to view it and add transactions to certain envelopes as we make the transactions. They would each be expected to use the amount in there allotted envelopes. It's okay for them to see the entire budget, but I would allocate funds to an "envelope" that they would be able to utilize. Does that help. So yes, my husband and I would view the one budget for our household. And I would love to toggle to a separate budget that I have access to with these other 5 people to see the budget as we go through the year. (And if I could have my small business budget available as well as a third budget I think I'd be super over the moon excited.
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Karisa Russell, Official Rep

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Thanks for clarifying! I understand what you're asking for, and I've added your request to our tracker. 

Thanks again
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John Vander Stel

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I forgot to mention 4 different actual cases in which the need for accessing 2 different separate budgets on one cell phone would actually be required:

1.  A couple who have a separate budget for each that both must be able to access on their own cell phone. 
2.  One who has both a personal budget and a separate business budget. 
3.  One who must manage and maintain a separate account for a handicapped family member, or even for the purpose of serving Social Security 's representative payee for an elderly parent.) 
4.  One who wants to also handle a separate budget for a child with his/her own budget and bank account.

In all 4 types of cases, each of the two budgets would need to be accessed on the same cell phone, and each budget must be kept and maintained separately, at least in 2 of the 4 cases dictated by US tax law.

Being required to carry two separate cell phones around to handle these types of cases is actually unreasonable.
(Edited)
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Karisa Russell, Official Rep

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Hi John,

Thanks for sharing, and these use cases definitely make sense! We don't expect folks to have to carry around multiple phones to manage multiple Goodbudget Households. But, I understand that logging out of one Household and then logging into another is also a pain. 

Thanks again!
(Edited)
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John Vander Stel

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"I don't think we expect folks to have to carry around multiple phones to manage multiple Goodbudget Households. But, I understand that logging out of one Household and then logging into another is also a pain."

It is not simply a "pain."  Please think about how absurd the above quote actually sounds.  Seriously,  the team does, in fact, expect users to go through the "pain" of actually attempting to make use of "microscopic" touch buttons on an already tiny cell phone screen by using the web version of GoodBudget on a cell phone?!  That is nearly impossible in actual practice.

Please seriously consider offering a second, "separate, but mostly identical,"  app that simply generates and uses its own unique folder on a cell phone so it could be held and launched on the same phone that the original "GoodBudget" app is installed on.  The second app could simply be named, "GoodBudget2."

It would be incredibly easy to slightly modify the original app to serve as the second app and it would take almost no time to do, whatsoever.  It is the perfect "simple and quick" solution to the entire problem. :-)

Please seriously consider this suggestion.

You guys and gals rock! :-)

Cheers!

John Vander Stel
Grand Rapids, Michigan
(Edited)