Remembered Refills

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  • Updated 5 years ago
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I worked very hard in the old EEBA to set up remembered refills to allocate out paychecks. Is this something that is gone now?
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Nichole Ray

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Posted 6 years ago

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Sharon

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I'm looking for that as well. I had two of them. One I used daily. That one's easy to remember myself because I do it daily. But my bi-weekly one... I'm going to have to keep a piece of paper somewhere to refer to every time that particular payment comes in.
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Katrina Klauer

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ME too we have 3 sets of scheduled pay.. Military drill weekends, regular for my husband and regular for me. So now I am going to have to keep track of 3 sets of number.. GET RID of the scheduled it doesn't make sense when numbers change every check. If you have to choose one stick with what people know!!
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Bill Ko

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I completely agree. The scheduled refill makes zero sense.
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Razor02097

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No it isn't gone... in GoodBudget you have to create a transaction then check the "Schedule this..." box in order to create scheduled transactions.
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Nichole Ray

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I don't want to schedule it, I just want to remember it and then use it as a template for each paycheck. I make small adjustments, but I want it as a jumping off point.
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Razor02097

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Ah I see
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Sharon

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I could get away with scheduling it for one of mine... but the remembered refill was good for things like the 3 times a year you get your travel reimbursement. You have a way you would like that distributed, but in 3 months time you may not remember what your thought process was back then. And the intervals that it comes in is not always the same. Without the remembered refill, i feel like i need a goodbudget notebook filed somewhere that tells me the rules I've set for myself. "When i get the travel stipund, do this...". Remembered refill did that for me. I have one remembered refill I used all the time and I can't remember what I did and I don't know how to recreate it now. Is there a feature in Goodbudget that does this? Is there a way I can find out what my old remembered refill was? I tried looking into the transactions, it doesn't seem to be there.
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Steven Tafzil, Employee

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Official Response
Currently remembered refills aren't available on the new site. We're offering free scheduled transactions instead. Our hope was that this would be a simpler solution for people. Having both remembered refills and scheduled transactions was initially confusing in our testing.

For transactions that occur rarely, one workaround would be to create a scheduled transaction that posts in the far future. Then, when you need to use it, you can edit it and change the date. Would that work for you guys?
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Kimberly

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If I try and create a scheduled fill right now (when I have the time to re-create a remembered refill) for next week when I would like it scheduled, it instantly makes the unallocated go negative, since there were zero dollars to allocate today - I scheduled it for next week - AND it adds those dollars to individual envelopes, making it appear there is more in there than there actually is.

Am I doing something wrong with the scheduled fills? I can't imagine this is how it is supposed to work.
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Chi-En Yu, Official Rep

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@Kimberly, I see -- you want to make a pending transaction without making one that's posted, right? It's currently designed to create one fill AND schedule the next one at the same time, which saves time in most cases. In your case, though, you could delete the one that was created for today, and next week's pending transaction would still be waiting in the wings until the right day comes. It's an extra step, but should get you the result you want.
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Sally Horton Weber

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Do not like. I am going to be days behind because I don't know how to put it all in the way I am used to - frustrated.
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Kimberly

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For me, this is too cumbersome. With both "remembered refills" and "record now" being gone, I no longer have the control I need. For instance, I can schedule for last day of the month, but when the last day of the month lands on a weekend, my income and expenses move to a different day in real life. In EEBA, I could go in and "record now," as well as change numbers on my remembered refills on the fly.

The remembered refills was one of the main reasons I preferred EEBA over the competition.
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Katrina Klauer

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Don't want scheduled Do REMEBERED REFILLS!
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Katrina Klauer

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This reply was created from a merged topic originally titled
Remember Refill.


How do we set up Managed Refills. One of my favorite features was remembered refills. I could set up Dad's Paycheck and a Mom's Paycheck to have our paychecks go in each account accordingly... PLEASE HELP!!!
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Mark Williams

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I used remembered refills every week. I use it to save exactly what I want to happen on each envelope. My wife has a variable income while I have a set income and pay date. I had one remembered refill for my check that added money to specific envelopes that I was responsible for refilling and another remembered refill for my wife's check to fill the envelopes she was responsible for. Your new process requires that I click through each envelope every time I want to add money and select if I want to set to budget, add a specific amount, or do nothing. That is what I used the remembered for. That way I could refill in less then 30 seconds. This new way is a drastic step backwards.
I understand not wanting to have remembered and scheduled refills...but at least give me the ability to create custom quick fills. That is all I want.
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John Vander Stel

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Just my 2 cents:

Remembered refills and the ease at which those refills could be edited for immediate use were the things that really separated EEBA from the competition, for me, as well.

I have multiple incomes that come in on different days each month, so scheduling them does not work for me either. I need to use the previous remembered refills the way they were saved and also as a starting point for making more necessary changes each month to those remembered refills, based upon price fluctuations throughout the month and other things that can force changes to one's budget.

I've been using the remembered refills extensively and exclusively with the Android app, If this problem isn't fixed on the new GoodBudget website first, these problems will only multiply when the new smart phone apps must start working together with the new GoodBudget website.

Please bring back an easy way to set up remembered refills in GoodBudget that don't need to be scheduled and can be easily edited.

I have a lot of faith in you guys and gals that you will get this fixed very soon, and certainly before starting work on the new Android and iOS apps.
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Chi-En Yu, Official Rep

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Official Response
Hi everyone,

I misjudged how important remembered refills are to the way you budget, and for that I am very sorry. You've come to depend on them, and we should have included them in the first release of the new site. While I know it doesn't take away the fact that we've made your life harder recently, I hope it helps to know that we will be bringing remembered refills to the new site.

In the meantime, you can still use your remembered refills by logging into classic EEBA at www.eebacanhelp.com

If you'd like to hear our fuller apology, plan for a slower transition, and updated feature list, read this: https://www.goodbudget.com/2013/11/do...

Thanks for sticking with us in this bumpy transition,
Chi-En
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Micah Messersmith

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THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU! THANK YOU!

I was ready to walk away from Goodbudget over this. I will be patient and wait for you guys to correct the issue.
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Mark Williams

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I did some more experimenting and the scheduling does work better then it first appeared. I can understand why you wanted to go that direction.
The main thing I discovered was that with a remembered refill I can see exactly how much I am short or over with my variable income giving me a decision making tool for what envelopes I don't fund if I'm short or what envelope I'm going to put a surplus into. I realize that the surplus would remain in the unallocated folder so I'm really concerned about those times when I have a shortfall and need to underfund an envelope. I also have envelopes that change how much I put in them depending on my paycheck so the old way was so easy to make those adjustments.
Again, I can see the reasoning and the remembered refills wasn't as gone as it first seemed but I'm really glad to hear they will be coming back!
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Chi-En Yu, Official Rep

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Mark, I'm glad that you understand how we were thinking about it, and I'm also glad that we'll be able to make you happy by bringing remembered refills to the new site. And yes, remembered refills can be helpful in managing variable incomes. (We also think unallocated is a great way to manage variable incomes, but in this case, let's just say -- to each his own. =P)
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Chi-En Yu, Official Rep

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A brief update for you -- you'll see 'remembered refills' on our updated list of features to add to Goodbudget, as well as our plan to transition more slowly from EEBA to Goodbudget. The EEBA website will be available until this to-do list is done:

https://www.goodbudget.com/2013/11/do...
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Zaddavm

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"In the meantime, you can still use your remembered refills by logging into classic EEBA at www.eebacanhelp.com"

How do you edit a remembered refill now? EEBA says to go to GoodBudget, but I don't see the option there?
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Becky Huang, Official Rep

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Hi Zaddavm,

Hm, do you mean Scheduled Distributions? Remembered refills in EEBA can't be edited and we currently don't have that feature in Goodbudget.

Scheduled Distributions cannot be edited in EEBA, but can be in Goodbudget--just click on the "See all your scheduled transactions" link to edit them. They're now called "Envelope Fills."
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Zaddavm

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Thanks, but that is not helpful. I don't mean Scheduled Distributions, I mean Remembered Refills, which is what this thread is about. I thought the point of keeping classic EEBA available was so we could keep using functions we needed while you figured out how to make them available in Goodbudget?? In a previous post, Chi-En commented "In the meantime, you can still use your remembered refills by logging into classic EEBA at www.eebacanhelp.com", however, if I am no longer able to edit them I don't get the point.
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Becky Huang, Official Rep

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Hi Zaddavm,

Sorry for the confusion and thanks for clarifying. Remembered Refills in EEBA were and are not editable--you can change them by deleting them and creating a new one. We're working on implementing the Remembered Refills in Goodbudget, but in the meantime you can create and use them in EEBA.
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10talentss

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All my refills disappeared. Is there a way to get a cvs or exl of my refills so I can recreate them in good budget? Not sure why they were removed as they were there two weeks ago.
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Becky Huang, Official Rep

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Oh no! Were you looking at them in EEBA? Can you email support@goodbudget.com so that we can see if they can be recovered?
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Mark Williams

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Mine disappeared as well.
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Becky Huang, Official Rep

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Hi Mark,

We recently re-enabled all Remembered Refills so you should be able to see them now. Note that these are different from Scheduled transactions. Can you email support with your Household Username so that we can see what's going on?
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Bryan Cox

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I am trying to delete the remembered re-fills I have and it won't let me do that on the old site. Can you help me here?
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Chi-En Yu, Official Rep

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Hm -- that's odd. I just deleted one successfully on EEBA classic, so let's try to figure out what's going on for you, Bryan.

https://eebacanhelp.com/envelopes/man...

When you go to the link above and click 'delete' next to the refill, what happens?

Let us know so we can help you figure out what's going on.
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Bryan Cox

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Oops I meant on the scheduled distributions - I have 2 items that will not delete and it gives me this answer: Edit Scheduled Distribution from Unallocated
Excuse us! We're working on scheduled distributions, and they will be coming back to EEBA in the next few weeks. Existing scheduled distributions will continue to work. In the meantime you can create and edit distributions in Goodbudget.

I don't see a place in Goodbudget to edit them.
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Chi-En Yu, Official Rep

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Oh, got it. Login to goodbudget.com, then click the 'See all scheduled transactions' link. There, you'll find your scheduled distributions to edit or delete. If pictures help you, this article has a screenshot: http://help.goodbudget.com/customer/p...
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Bryan Cox

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SUPER HELPFUL - thanks!
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Becky Huang, Official Rep

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Hi everyone,

We recently updated our webapp so that it now includes Remembered Refills you created in EEBA! You can find your remembered refills under the Quick Fill drop down on the Fill Envelopes page (https://goodbudget.com/envelopes/fill). To create new ones, just check off the “Remember this fill as...” check box before you save.

Thanks for your patience!