Setting due date for monthly budget

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I’ve setup my budget for the month and want to put the due date for each item like you do for the annual items. I know what is due in the month but having the ability to alert on due date or have a calendar view that shows the bill, amount on its due date would be helpful for me. I welcome feedback on other ways to accomplish
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S. W.

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Posted 6 months ago

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Karisa Russell, Official Rep

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Hi S.W. 

Right now, you can add due dates only to Annual and Goal Envelopes and Envelopes that are outside of your primary budget period. And that's really there so Goodbudget can auto-calculate an amount for you to set aside each paycheck. 

It is possible, however, to be alerted via email when bills are due. And you can do that by setting up scheduled transactions and opting in for an 'Email.' You can see how to do that here

Hope that helps! Let me know if you have more questions.
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S. W.

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Thank you for the helpful information!
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Tiffany Kucifer

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Karisa,
I'd like to +1 the idea of a calendar view; that would be a really nice and super helpful feature. Ideally it would have color coded entries (green for income, red for expenditures).
Hopefully you can put this into the "future requests" bucket.
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Karisa Russell, Official Rep

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Hi Tiffany, 

That makes sense! I've added that to our tracker. 
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S. W.

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Thank you!
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Wayne Woodbury

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Hi, SW.  I think that is a great question.  I would also love to have reminders to make sure I pay certain bills on time.  That being said, I do have one or two ideas that might help.
  • For monthly payments that are fixed, like a house or car payment, I set up a recurring payment with my bank's "Bill Pay" feature so that the payment is made on time every month.  In Goodbudget I set up a recurring transaction for the same day.  For one of my subscriptions, I checked the box for it to email me 5 days before the payment is made so that I have time to cancel it if I want.
  • For variable bills, like the power bill you can take Karisa's suggestion and set up a recurring transaction in Goodbudget to email you a few days before the payment.  I personally don't do this as it can fool you into thinking you made a payment since the transaction posts to your register.  If you decide to do this, I recommend you set the scheduled payment amount to something like 0.01.  When you make the payment, change the amount to the correct amount.  Don't ever modify a future transaction using this method.  Instead, click the "Now" button in the Status column to the right of the transaction.  This will move it down into the "posted" transaction section.  If you edit it while it is up in the "unposted/future" transactions, it will change the amount for all future occurrences of this transaction.  However, if you click the "Now" button first, your changes will only apply to that one transaction.
For general reminders, I think there are many apps that may be better suited to reminders.  I have been experimenting with some and use a few regularly.  Please don't consider this an endorsement, but I like Todoist and OurHome and for calendaring and other lists I like Cozi.  Todoist focuses on your ToDo list and is quite flexible.  You need to pay for a subscription to get the most out of it, but the free features are pretty good.  It is great at organizing one-time and recurring tasks.  OurHome and Cozi are both family apps that allow you to share tasks, chores, lists, and calendars with other members of your family.  OurHome focuses on chores and tasks while Cozi focuses on calendaring (which will send you email and mobile device reminders for items you choose), moderate support for task and check lists (no reminders on these), and fair support for recipes and shopping lists.  Todoist has popup reminders with subscription only, but the free version sends me a daily email with my current and overdue tasks.  It also has extensions that install on my web browser and puts an icon in the top right corner of my browser that I can click on to manage my tasks (I'm like this one more and more).  All three of these have web browser portals as well as IOS and Android apps for your phone.

I like the idea of one-stop shopping for many things, so payment reminders in Goodbudget would be cool, but I already use these other apps anyway, so it really is just as easy for me to use one of them.

Hope that helps.

Wayne
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S. W.

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Thank you Wayne for the helpful response!
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Sarah and David

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I have found that to get around this, you set up your primary budget period as weekly, even if you don't have anything in that category.  Then set up all your bills under monthly so you can have the date set for each one individually.